Talkdesk salesforce integration
- George Apostolov
Talkdesk salesforce integration: step-by-step guide
Head over to Salesforce AppExchange and search for Talkdesk for Salesforce.
Hit the Try It Free button.
Select Try in your sandbox.
Now, check if your account info is correct and click on Continue to Installation.
We now have to move to login to your Salesforce account by clicking the Log In & Install.
Click on Use Custom Domain to add your salesforce domain.
Add your custom domain name and hit Continue.
Choose who you are installing the app for and hit Install.
Grant Third Party Access and hit Continue.
You will find your apps in the Installed packages in Settings > Advanced Setup >Installed Packages.
Quick answer: To install Talkdesk on Salesforce, search the Salesforce AppExchange for Talkdesk for Salesforce, select Try It Free, and choose a sandbox or log in. Next, add your custom domain, choose user access, grant third-party access, and complete the installation to find your new app in the Installed Packages settings.
About this Salesforce tutorial
Install and configure the Talkdesk integration within Salesforce by following step-by-step AppExchange setup and domain permissions. This guide covers talkdesk salesforce integration in 10 steps, starting with "Head over to Salesforce AppExchange and search for Talkdesk for Salesforce" and finishing with "You will find your apps in the Installed packages in Settings > Advanced Setup >Install...". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does talkdesk salesforce integration take?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Twilio salesforce integration, Typeform salesforce integration and Vonage salesforce integration. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
