Verify that package 8x8integrations is installed, and proceed to the next step.Then search for and click Installed Packages.If not, click the Setup icon at the top-right and select Setup. Salesforce should automatically display the installed package.Click Done to complete the package installation.Users must be added to the call center manually, by an admin. Users will only see the integration communication panel if they have been added to the 8x8 call center in Salesforce, which is installed with the integration.If instead you choose to Install for Admins Only, you will need to re-install the integration again later for non-administrator users.Select Install for All Users, click the acknowledgement check box, and click Install.However, you can click the appropriate link below to immediately begin the installation process for your Production or Sandbox environments: The integration can be installed from the Salesforce AppExchange.First, log in to Salesforce as an administrator.Install the 8x8 v3.2 Integration Package into Salesforce ![]() Google Chrome is the officially recommended and supported web browser for all 8x8 voice integrations.Ĩx8 integration with Salesforce is currently available in the United States, the United Kingdom, Republic of Ireland, Australia and New Zealand.Third-party cookies must be allowed for the 8x8 communication panel to work.Please disable popup blocking for 8x8 applications in your web browser. This integration will be affected by popup blocking in both Classic and Lightning modes.It is effectively a control panel and is required to work in conjunction with 8x8 Work for Desktop, 8x8 Work for Mobile, or a desk phone. The 8x8 Salesforce integration is not a softphone, and so it provides no audio services.If you currently have v3.1 of the integration installed, you can upgrade to v3.2. Configure the Salesforce Lightning Utility Bar.Add Salesforce Users to the New Call Center.Edit the New Call Center to Enable it for 8x8 Work or Contact Center or Both.Install the Salesforce Integration Package.There are four primary steps in this process: This guide will show you how to install Salesforce Integration v3.2 for 8x8 Work and Contact Center for Salesforce Lightning.
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