Quick summary
This guide walks you through installing the With Intelligence app on Salesforce via the AppExchange marketplace. In under ten steps, you can search, trial, and deploy the package directly into your Salesforce sandbox or production environment.
Steps
- Go to Salesforce AppExchange and search for With Intelligence for Salesforce.
- On the app listing page, click the Try It Free button.
- Select the Try in Sandbox option to continue.
- Enter your contact information and click Continue to Installation.
- Log in to install the application in your chosen environment.
- Click Use Custom Domain to add your Salesforce domain.
- Enter your Salesforce domain and click Continue.
- Choose who you are installing the app for and click Install.
- If prompted, approve Third Party Access and click Continue.
- Find your completed installed package under Settings > Advanced Setup > Installed Packages.
