---
title: "Salesforce CRM Integration Interface Upgrade Manual Setup"
slug: "salesforce-crm-integration-interface-upgrade-manual-setup"
updated: 2026-05-17T16:49:08Z
published: 2026-05-21T21:26:15Z
canonical: "help.8x8.com/salesforce-crm-integration-interface-upgrade-manual-setup"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 and Microsoft Dynamics. In this article, we'll show you how the integration can be manually set up for individual users as needed for testing, prior to complete migration.

## Applies To

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

## Procedure

The procedure below involves creating a new Salesforce Call Center, which will force display of the new 8x8 Contact Center integration to any assigned agent.

1. In Salesforce at the top-right, go to the gear icon and click **Setup**.![clipboard_e5e085456f0fb3e308c240e3316dd4b7b.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/14565)
2. Search for and click on **Call Centers**.![clipboard_e94d52bff5f864340d08dfa7d231c4911.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/14567)
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.![clipboard_e49fd90b993a6580ce745e8707a0bb6cc.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/14562)
4. Click the **Clone** button.![clipboard_ef5deb9a2f478426eb9a4ac2e062b9b26.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/14563)
5. In the new call center clone, enter a new **InternalName**. (See screenshot below for an example.)
6. Change the **Display Name** to something that can be easily distinguished in your **All Call Centers** list.
7. Change the **CTI Adapter URL**:

**BEFORE:** **For example, this previous URL:**

**AFTER:** **Would be updated to:**

If you are testing in a sandbox Salesforce environment you will need to include **&sandbox=true** to the URL.

***If the tenant is NA6, the CTI URl will be as follows.**
  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**
  - 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
  - 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**
  - 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**
  - 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**.![clipboard_e31ad1efb08f605aac60c8bf0be5e9171.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/14566)
9. In **All Call Centers**, you will see that your new call center has been created.![clipboard_e199b38cf72f61a90700ae44c358d7121.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/14568)
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.

> [!WARNING]
> **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.

![clipboard_e71e56d7229fb79fe38c089d2519d1b26.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/14564)

## Additional Information

For details on what changes the new interface includes, you can check out this [Salesforce CRM Integration Interface Upgrade Overview](/support/docs/salesforce-crm-integration-interface-upgrade-overview).