Quick summary
The Drift Salesforce integration is installed directly through Salesforce AppExchange, allowing revenue teams to connect Drift's conversational platform with their Salesforce CRM in minutes. This step-by-step process covers finding the package, authenticating via a custom domain, and completing the installation in a sandbox or production org.
Steps
- Go to Salesforce AppExchange and search for Drift for Salesforce.
- Click the Try It Free button on the Drift for Salesforce listing page.
- Select Try in your sandbox to install in a sandbox environment.
- Verify your account information and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain to enter your Salesforce org's custom 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 to finalize the installation.
- Confirm the installation by navigating to Settings > Advanced Setup > Installed Packages to find your app.
