Workato salesforce integration
- George Apostolov
Workato salesforce integration: step-by-step guide
Head over to Salesforce AppExchange and search for Workato Integrations.
Hit the Get it Now 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 Workato with Salesforce, search the Salesforce AppExchange for Workato Integrations, click Get it Now, and choose Try in your sandbox. Verify your account, log in to install, and enter your custom domain. Finally, select who to install for, grant third-party access, and locate the app in Installed Packages.
About this Salesforce tutorial
Install and configure Workato Integrations within your Salesforce account by following the AppExchange setup, custom domain, and access steps. This guide covers workato salesforce integration in 10 steps, starting with "Head over to Salesforce AppExchange and search for Workato Integrations" 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 workato 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: Wrike salesforce integration, Salesforce xero integration and Salesforce gmail integration. Last reviewed 05 Oct 2026.
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