Install and configure the 8x8 Work app in Classic mode
Installing 8x8 Work for Salesforce is a one-time task for the administrator. Once installed, the app is available to all Salesforce agents. Setting up Salesforce for Single Sign-On integration with 8x8 Work for Salesforce requires the Salesforce administrator to:
To install the integration packages:
- Use the following URLs to set up the desired Salesforce environment:
- For Salesforce Production https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000006FhX4
- For Salesforce Sandbox https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1U000006FhX4
- At the prompt, log in as a Salesforce administrator.
- Select Install for All Users, and click Install.
You are notified that the installation is complete. - Click Done.
You can see 8x8 Work for Salesforce under Installed Packages, along with the package installation details.
- Select Install for All Users, and click Install.
You are notified that the installation is complete. - Click Done.
- Click Setup.
- In the left navigation menu, search for or go to Customize > Call Center > Call Centers.
The page displays the available call center packages installed. - Click Edit next to the 8x8 Work for Salesforce package.
- Edit the CTI Adapter URL with the URL for your cluster and tenant. The format of the URL is as follows:
- For non-Single Sign-On users:
https://cloud8.8x8.com/mapanelweb/public/launcher/salesforce.html?env=salesforce&companel=vo - For Single Sign-On users:
https://cloud8.8x8.com/mapanelweb/public/launcher/salesforce.html?env=salesforce&companel=vo&ssoMode=true - For Sandbox:
https://cloud8.8x8.com/mapanelweb/public/launcher/salesforce.html?env=salesforce&companel=vo&sandbox=true
- For non-Single Sign-On users:
- Click Save.
In this step, identify and set up the Salesforce users who need to use the 8x8 Work app. You can also add new users by clicking New User.
- Click Setup.
- Click Manage Users > Users.
- Click Find to list all users, or add filters to search for specific users.
- From the list of users, select the desired users, and click Add to Call Center.
- To allow users to use the Salesforce Service Console, you need to enable Service Cloud User in the agent profile.
When first configuring 8x8 Work for Salesforce integration for Single Sign-On, the agent needs to give permission for the 8x8 app to interact with Salesforce. In order to give permission access to the 8x8 plug-in, the agent needs to open the app from a Classic Salesforce page. The app behavior varies based on your Salesforce login mode.
- If you are a Salesforce Classic user, the app launches in a stand-alone browser window. The screen pop occurs in a new browser session or refreshes the same browser session based on your administrator's screen pop settings.
- If you are a Salesforce Service Console user, the app launches as a pop-up window within the Salesforce login window. You can minimize it whenever needed.
- If you are a Salesforce Lightning user, the app launches as a pop-up window within the Salesforce login window. You can click to move or minimize it whenever needed.