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Virtual Office for Salesforce Analytics Installation Guide

This document explains how to install Virtual Office for Salesforce Analytics inside a production or sandbox Salesforce environment.

To install and set up, you must go through the following steps:

  1. Before You Begin
  2. Install the Application
  3. Configure the Application
  4. Configure Salesforce ID in 8x8 Account Manager
  5. Register Your Organization
  6. Enable Periscope for Analytics

If you run into issues after setup, refer to Troubleshooting.

Total time expected for installation is 30-60 minutes, including reading the instructions. Registering Analytics with Salesforce and then setting up the data loader to extract Salesforce data takes up the bulk of the time.

 


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