Twilio salesforce integration
- George Apostolov
Twilio salesforce integration: step-by-step guide
Head over to Salesforce AppExchange and search for Twilio Flex CTI connector.
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 integrate Twilio in Salesforce, search for Twilio Flex CTI connector on AppExchange, select Try It Free for your sandbox, verify account info, log in to install, add your custom domain, choose user settings, grant third-party access, and verify the installation in your package settings.
About this Salesforce tutorial
Connect Twilio to Salesforce by installing the CTI connector from AppExchange, configuring your domain, and granting access. This guide covers twilio salesforce integration in 10 steps, starting with "Head over to Salesforce AppExchange and search for Twilio Flex CTI connector" 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 twilio 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 and Twilio. Related guides: Typeform salesforce integration, Vonage salesforce integration and Webex salesforce integration. Last reviewed 05 Oct 2026.
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