Quick summary
The Qualtrics Salesforce integration is installed directly through Salesforce AppExchange, allowing teams to connect customer experience data with their CRM in just a few steps. This guide walks through the full installation process, from finding the listing to confirming the package in Installed Packages.
Steps
- Go to Salesforce AppExchange and search for Qualtrics - Customer Experience.
- Click the Try It Free button on the listing page.
- Select Try in your sandbox to begin the sandbox installation.
- Verify your account information and click Continue to Installation.
- Click Log In & Install to sign in to your Salesforce account.
- Click Use Custom Domain to enter your Salesforce domain.
- Enter your custom domain name and click Continue.
- Choose who you are installing the app for and click Install.
- Grant Third Party Access and click Continue.
- Find your installed app under Settings > Advanced Setup > Installed Packages.
