Install 8x8 Virtual Office Application

Important: For Salesforce administrators only.

Installing 8x8 Virtual Office application is a one-time task for the administrator. Once installed, the app is available to all Salesforce agents.

Step 1 : Install the app.

  1. Log in to your Zendesk administrator account.
  2. Navigate to appexchange.
  3. Find and select 8x8 Virtual Office app.
    It shows the package installation details.
  4. Click Continue.
    Step 1: Approve Package API Access - Click Next.
    Step 2: Choose security level - Click Next.
    Step 3: Install Package - Click Install.

  5. Once the installation is complete, you are notified that the installation is complete.

Step 2: Add Users

In this step, identify and set up Salesforce users acting as call center agents.

  1. In the Call center view mode of Virtual Office, click Manage Call Center Users.
  2. Click Find to list all users or add filters to search for specific users.
  3. From the list of users, select the desired users and click Add to Call Center.

See Also

 


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