Quick summary
The FreshBooks Salesforce integration is installed directly through Salesforce AppExchange in a few guided steps. This demo walks you through finding the app, selecting a sandbox or production environment, and completing the package installation in your Salesforce org.
Steps
- Go to Salesforce AppExchange and search for FreshBooks for Salesforce.
- On the App page, click on the Try It Free button.
- Select the Try in Sandbox option to continue.
- Enter your contact information and click on the Continue to Installation button.
- You are now set to log in and install the application.
- Click on Use Custom Domain to add your Salesforce domain.
- Add your Salesforce domain and hit Continue.
- Choose who you are installing the app for and hit Install.
- If prompted, approve Third Party Access and hit Continue.
- Find your installed app under Settings > Advanced Setup > Installed Packages.
