Important: For Salesforce administrators only.
Installing 8x8 Virtual Office for Salesforce Communication Panel is a one-time task for the administrator. Once installed, the app is available to all Salesforce agents.
Follows these steps to configure v.2.2 by importing the new Salesforce Call Center XML File.
Note: This section references Classic mode. Once the call center XML is installed, the new call center will also appear in Lightning mode.
In this step, identify and set up Salesforce users acting as call center agents.
This step is required for facilitating automatic relation of browsed objects to the call log in console mode. This must be completed for the benefit of Salesforce console users. Make sure the VOAPI server domain is added into the white listed domains for any Salesforce Console App that will be used with the plugin. By default Salesforce Consoles do not allow cross domain calls. Taking this step allows the Console to update the 8x8 plugin on a users Salesforce browsing.
Step 5 and 6 are required if you want to enable Single Sign-On capabilities to your users.
The process of uploading Salesforce usernames in 8x8 for your agents is different depending on whether your organization is a Virtual Office Editions or Virtual Office Classic customer.
To upload a username as a Virtual Office Editions user:
To upload a username as a Virtual Office Classic user:
To upload Salesforce ID for multiple users, you can download the CSV template from Account Manager, update the Salesforce username and upload it back again.
Note: Refer to our agent guide for details on how agents can use the Virtual Office for Salesforce Communication Panel.
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