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Define Settings

As an end user in Salesforce, you may inherit settings defined by your team leader or manager. These settings control the screen pop behavior, define the CRM objects to search, determine where to load the contacts from, and use the call outcome results. You can change these settings to suit your work flow.

Settings

Settings offers options to access help, submit feedback, learn about the product version, and log out. Clicking Menu displays the following options:

To check settings:

  1. After launching the 8x8 Virtual Office for Salesforce app, click and select Integrations from the drop down menu.
  2. Make sure Salesforce is checked. The Salesforce integration is enabled by default.
  3. To send a feedback, click Report a problem.

 


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