Quick summary
The Klaviyo Salesforce integration is installed directly through Salesforce AppExchange, allowing marketing and ops teams to connect Klaviyo's email and SMS automation with their CRM data. This step-by-step process covers finding the Klaviyo Marketing Automation listing, authenticating via a custom Salesforce domain, and completing the package installation in a sandbox or production environment.
Steps
- Go to Salesforce AppExchange and search for Klaviyo Marketing Automation.
- Click Get it now on the Klaviyo listing page.
- Select Try in your sandbox to install in a test environment.
- Verify your account details and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain to enter your Salesforce domain.
- Enter your custom domain name and hit Continue.
- Choose the user set you are installing the app for, then click Install.
- Grant Third Party Access and click Continue to complete the installation.
- Confirm the install by navigating to Settings > Advanced Setup > Installed Packages to verify the app appears.
