8x8 Work
Salesforce
Control your 8x8 phone system within Salesforce easily.
8x8 Work
Control your 8x8 phone system within Salesforce easily.
First log in to Salesforce. If your company uses Single Sign-On (SSO), you can log in from the 8x8 unified login panel. Make sure that your softphone or desk phone is connected and logged in.
How to launch the 8x8 for Salesforce Communication Panel:
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The Communication Panel has three tabs and a dropdown menu. The Phone tab gives you access to the dial pad. The Call Log tab provides a view of recent call activity. The Directory tab lists all of your company contacts. The Menu allows you to change settings, access help, and more.
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While on an active call, you have full call control capabilities including transferring calls, merging three-way calls, placing calls on hold, and recording calls.
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You can transfer a live call to another company extension or to another phone number. You can choose to speak to the party you plan to transfer the call to using a warm transfer or a blind transfer.
How to make a warm transfer:
How to make a blind transfer:
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Call logs and follow-ups are a great way to keep your call details organized. Call logs can help you keep track of how a call went, what was discussed, and whether or not it was successful. Follow-ups help you arrange the next step to speed up your workflow.
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