How to connect Salesforce to 8x8
Here is how to connect salesforce to 8x8
- First click in the search bar at the top of the AppExchange page
- Type "8x8" in the search field
- Click on the suggested "8x8" search term from the dropdown list
- Click on the "8x8 for Salesforce: Cloud Contact Center" app card in the search results
- Click the "Try It Free" button on the app details page
- Click on the "Try in your sandbox" option in the trial selection screen
- Click the "Continue to Installation" button at the bottom of the page
- Click the "Log In & Install" button to proceed with installation
- Click on the "Use Custom Domain" link on the login page
- Enter your custom domain in the input field
- Click the "Continue" button after entering your domain
- Click the checkbox to acknowledge installing a Non-Salesforce Application
- Finally click the "Install" button to complete the installation process
Why should you connect Salesforce to 8x8
Salesforce is a powerful CRM platform designed to streamline business processes for effective customer engagement.
Connecting Salesforce to 8x8 enhances communication by integrating your business phone system with crucial customer data.
This fusion allows for a seamless flow of information, ensuring calls and customer interactions are context-rich and efficient.
By synchronizing these tools, businesses enjoy improved productivity and a holistic view of customer interactions, driving more insightful decision-making.
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