Installing 8x8 Virtual Office 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 Virtual Office for Salesforce requires the Salesforce administrator to:
To install the integration packages:
In this step, identify and set up the Salesforce users who need to use the Virtual Office app. You can also add new users by clicking New User.
Note: This step is mandatory for users of Single Sign-On.
For Salesforce users to log in to 8x8 Virtual Office for Salesforce, you must link the Salesforce user account to the 8x8 extension user account.
To link Salesforce users with 8x8 extension accounts using Account Manager:
To link Salesforce users with 8x8 extension accounts using VO-CM:
When first configuring Virtual Office 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.
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