Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
8x8 for Salesforce: Cloud Contact Center | Unified Communications | CTI | IVR
Combine 8x8 and Salesforce into one platform
- Business Need
- SalesTelephony
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService Cloud
8x8 for Salesforce seamlessly integrates your 8x8 Contact Center and Work solutions, enhancing communication and productivity within Salesforce.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- 8x8integrations/1.2 1.2.0
- Listed On
- 11/14/2019
- Latest Release
- 08/18/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- EnglishFrench
Security
Additional Details
- Out-of-the-box integration with minimal setup required. - Screen-Pop and Contextual Information: Automatically retrieve and present CRM records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions. - Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'. - Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system. - Click to Call: Streamline call initiation by simply clicking on a phone number within your CRM, eliminating the need for manual entry and saving valuable time. - Embedded experience: Handle interactions directly within the Salesforce interface, streamlining workflows and enabling users to operate from a single pane of glass. - Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.
Need help?
8x8, Inc.
Campbell, CA USA
We’re here to help. From sales to support, implementation to operation, we have the people, tools and resources to help you every step of the way.