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.

FAQ for 8x8 Work for Salesforce

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Check out the following questions frequently asked by our customers, and our responses for them.

Screen pop fails in Salesforce integration with 8x8 Work.

Screen pop failure is commonly attributed to browser caching issues, blocked pop-ups, and blocked websites. Try the following fixes:

  • Clear your browser cache.

  • Enable browser pop-ups.

  • Add URLs as trusted domains.

How do I clear my Chrome browser cache?

  1. Click to open the menu from the top-right corner of your browser.

  2. Go to Settings.

  3. Click Show Advanced Settings link at the bottom of the page.

  4. Go to Privacy > Clear browsing data.

  5. Select the following options from the list:

    • Cookies and other site and plugin data.

    • Cached images and files.

  6. Click Clear Browsing Data.

How do I allow pop-ups in my Chrome browser?

  1. Click to open the menu from the upper right hand corner of your browser.

  2. Go to Settings.

  3. Click Show Advanced Settings at the bottom of the page.

  4. Under Privacy, select Content settings.

  5. Under Plug-ins, click Manage exceptions.

  6. Enter the Salesforce domain address.

  7. Select Allow from the drop-down list.

  8. Click Done.

How do I add URLs as trusted domains?

Check with your IT administrator to see if your company has blocked the URL domain for the 8x8 cluster. Your company's IT may have configured the router or changed the registry to block some websites. If so, you must allow or add the 8x8 URL domain https://voapi.8x8.com.

What if Search does not return any results?

If Search does not return any results, it may be because you do not have access to several entities in Salesforce:

Entity: Contact

Fields: Phone, MobilePhone, HomePhone, AssistantPhone, OtherPhone, Fax

Entity: Account

Fields: Phone, Fax

Entity: Lead

Fields: Phone, MobilePhone, Fax

Note:

If you are an agent, contact your administrator.