Quick summary
The Salesforce Xero integration can be installed directly from Salesforce AppExchange in just a few steps, from finding the listing to completing the package installation in your sandbox or production org. Once installed, the app appears under Settings > Advanced Setup > Installed Packages for easy access and management.
Steps
- Go to Salesforce AppExchange and search for Xero Integration with Salesforce.
- On the app listing page, click the Try It Free button.
- Select the Try in Sandbox option to continue with a sandbox installation.
- Enter your contact information and click Continue to Installation.
- Log in to proceed and prepare to install the application.
- 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 installed app under Settings > Advanced Setup > Installed Packages.
