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Virtual Office for Salesforce: How to Make the Communication Panel Float (Undock)
8x8 Support

Virtual Office for Salesforce: How to Make the Communication Panel Float (Undock)

Objective

There are currently two versions of the 8x8 Virtual Office integration for Salesforce: version 2.8 (legacy) and version 3.1 (Maestro).

This article explains how docking and undocking the communication panel works for both versions, in both Salesforce Classic and Lightning modes.

Note: Undocking and re-docking are available only in Salesforce Lightning mode.

Also, the floating communication panel does not automatically move to the foreground when a call is made or received. This action must be performed by the user.

Applies To

  • 8x8 Virtual Office integration versions 2.8 (legacy) and 3.1 (Maestro)
  • Salesforce Classic and Lightning modes

Requirements and Limitations in Salesforce

Integration undocking behaves differently between Salesforce Classic and Lightning modes.

  Salesforce Classic Salesforce Lightning
8x8 Virtual Office Integration v2.8 v2.8 is permanently fixed in place, and cannot be undocked from the Salesforce Classic sidebar area. v2.8 can be undocked (made to float) and re-docked in the Salesforce Lightning Utility Bar.
8x8 Virtual Office Integration v3.1 v3.1 is permanently undocked, and cannot be docked in the Salesforce Classic sidebar area. v3.1 can be undocked (made to float) and re-docked in the Salesforce Lightning Utility Bar.

Procedure

Undocking and re-docking the Communication Panel in Salesforce Lightning is the same for both integrations v2.8 and v3.1:

To undock the communication panel:

  1. Click on the Phone button in the Salesforce Lightning Utility Bar. In this example it's been renamed to 8x8 Phone.
  2. Click on the boxed and arrow icon clipboard_e079dadae20b8fe67d1b51632e79029c0.png to undock the comm panel. It may take a few seconds to reload.

To re-dock the floating communication panel:

  1. Click on the boxed and arrow icon clipboard_e3109dd667620017851903062b40c4d1c.png to re-dock the comm panel.
  2. Click on the Phone button in the Salesforce Lightning Utility Bar to view it, as needed.

Note: If you're viewing Salesforce at the time of a call and need to bring the floating 8x8 comm panel into view, just click the Phone icon in the Salesforce Utility bar.

clipboard_e2f183b70dce9ff0b536aa60e3123da7d.png   clipboard_e85fd8265f8d2f5e50b5219ed93d3b385.png