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How do I install the 8x8 Virtual Office for Salesforce Integration?
8x8 Support Knowledge Base

How do I install the 8x8 Virtual Office for Salesforce Integration?

Note: Salesforce Administrator access is required for this procedure.

This process is also outlined in the public online product documentation Virtual Office App for Salesforcehere.

  1. Log in to Salesforce as an administrator of the account.
  2. Download the 8x8 Virtual Office for Salesforce Integration.
  3. Click Get it Now.
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  4. Click Log in to the AppExchange.
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  5. Once logged in to the AppExchange, click Install in production.
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  6. Check the box labeled I have read and agree to the terms and conditions, then click Confirm and Install!

Note: You may need to log in to Salesforce again at the next screen.

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  1. Select Install for All Users (other selections can be made, but this is the most common), and click Install.
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  2. Salesforce will begin the installation process.
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  3. When the installation is complete, click Done.

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  4. You may now proceed to the setup of a Call Center, which is documented here.

 

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