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.

Call Log and Follow-Up
Call Log and Follow-Up

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