Salesforce CRM Integration Interface Upgrade Manual Setup

Overview

8x8 is releasing a new Salesforce CRM Integration Interface upgrade for Contact Center. Currently, this new integration is available only in Salesforce.

In this article, we cover how the integration can be manually set up for individual users, prior to complete migration.

Applies To

• 8x8 Contact Center
• Agent Workspace
• Integrations
• Salesforce

Procedure

1. In Salesforce at the top-right, go to the gear icon and click Setup.
   
2. Search for and click on Call Centers.
   
3. In All Call Centers, click to view the 8x8 Integration I3 call center which is currently being used. This name will appear differently if you have renamed the call center.
   
4. Click the Clone button.
   
5. In the new call center clone, enter a new InternalName. (See screenshot below)
6. Change the Display Name to something that can be easily distinguished in your All Call Centers list.
7. Change the CTI Adapter URL:
   1. Change mapanelweb to mashell
   2. Delete launcher/ from launcher/salesforce.html
   3. Add this extra parameter to the end of the URL: &nextGen=true

For example, this previous URL:

• https://cloud8.8x8.com/mapanelweb/public/launcher/salesforce.html?env=salesforce&companel=vcc&vccmode=3&vccDomain=https://sso.8x8.com/login/vcc-na1&ssoMode=false

Would be updated to:

• https://cloud8.8x8.com/mashell/public/salesforce.html?env=salesforce&companel=vcc&vccmode=3&vccDomain=https://sso.8x8.com/login/vcc-na1&ssoMode=false&nextGen=true
   

  If you are testing in a sandbox Salesforce environment you will need to include &sandbox=true to the URL. e.g. https://cloud8.8x8.com/mashell/public/salesforce.html?env=salesforce&companel=vcc&vccmode=3&vccDomain=https://sso.8x8.com/login/vcc-na1&ssoMode=false&nextGen=true&sandbox=true   *If the tenant is NA6, the CTI URl will be as follows. https://cloud8.8x8.com/mashell/public/salesforce.html?env=salesforce&companel=vcc&vccmode=3&vccDomain=https://sso.8x8.com/login/vcc&ssoMode=false&nextGen=true

8. Click Save.
   
9. In All Call Centers, you will see that your new call center has been created.
   
10. Click on the new call center and click Manage Call Center Users.
11. Assign your test users to the new call center.
12. You can now begin testing the new interface.

Important: Users can be assigned to only one Call Center at a time. If your test users are currently assigned, you must first remove them from the original call center and then add them to the new one.

Additional Information

For details on what changes the new interface includes, you can check out this Overview KB article.