System Setup

If you are an administrator setting up this integration, go to one of the following pages and install the plugin:

Login

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.
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Interface

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 company and Salesforce contacts. The Menu allows you to change settings, access help, and more.
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Call Handling

Making and Receiving Calls
You can make a call in two ways: dial the number in the Phone Tab, or click on the Outbound Phone Icon when hovering over a contact’s name in the Directory tab.

When receiving a call, an inbound call panel will appear. Click Accept to answer the call or Decline to reject.

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Call Features

Hold

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Transfer

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Record

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Merge

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Call Log and Follow-Up

Call Log and Follow-Up

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.

More Info >

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What is 8x8 University?

8x8 University is your one-stop solution to all your training needs.

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Visit our video library to view more exciting videos on 8x8 Products.

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