--- title: "Overview: 8x8 Work integration with Salesforce Adminstrators" slug: "content-overview-8x8-work-integration-with-salesforce" updated: 2026-08-02T15:57:28Z published: 2026-08-02T15:57:28Z canonical: "help.8x8.com/content-overview-8x8-work-integration-with-salesforce" --- > ## 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. # Overview: 8x8 Work integration with Salesforce Adminstrators **8x8 Work for Salesforce** enables you to manage calls and customer interactions directly within **Salesforce**, allowing you to combine the benefits of **Salesforce** with the capabilities of **8x8 Work**. With the integration, you can: - Place calls instantly using **click-to-dial**. - See caller details with automatic screen pop for inbound and outbound calls - Log calls without leaving **Salesforce**. ## Audience This guide is intended for **Salesforce** administrators configuring **8x8 Work for Salesforce**. > [!WARNING] > Important: > > **Salesforce** has announced the deprecation of Open CTI, which is the framework used by the **8x8 Work for Salesforce** integration. This change is driven by **Salesforce**. As a result, the current integration is only available to existing customers. > > - If you are an existing customer (including those who installed the package before February 4, 2026), you can continue to use the integration without disruption until **Salesforce** retires Open CTI on February 28, 2028. > - If you are a new **Salesforce** customer, this change prevents you from setting up the current integration. 8x8 is actively developing an alternative integration to support both existing and new customers ahead of the retirement date. ## Availability 8x8 integration with **Salesforce** is currently available in the United States, the United Kingdom, Australia and New Zealand (ANZ), the Republic of Ireland, and France. ## Features Using **8x8 Work for Salesforce**, you can: - Manage customer phone calls conveniently from an integrated app within **Salesforce** with an intuitive interface. - View caller details and interaction history before answering. - Log calls, outcomes, and follow-ups quickly. - Transfer calls, add participants, and record conversations on demand. - Access call recordings from call logs. - Search and match **Salesforce** records in real time, including suggested matches. - Collaborate with teammates. - Customize call logs and support standard or custom objects. - Integrate with **Salesforce** Sales Engagement (requires customization). ## Limitations - Use Google Chrome for the best experience. Other browsers are not tested and may have issues. - **8x8 Work for Salesforce** must be fully loaded for **click-to-dial** to work. - If your Auto Attendant flow uses **Transfer to User**, the extension number is passed instead of the caller ID. This may prevent screen pop from working as expected. - For Call Queues, users must log in or out of assigned queues directly in **8x8 Work** or by dialing the maintenance number. - Advanced call features, such as auto attendants, ring groups, and call queues are not supported. ## Requirements - Login access to an **Salesforce** account. available on **Salesforce** Editions (Professional, Enterprise, Unlimited, and Performance). - Login access to an **8x8 Work** extension. - Supported browsers: Chrome (PC and Mac) - **8x8 Work** to accept the calls if your extension uses a softphone instead of a desk phone. ## Supported CRM objects The following CRM Objects are supported by default: - Account - Contact - Lead - Opportunity - Case (not supported by **Salesforce** Sales Engagement) ## Preparation Before you begin using the **8x8 Work for Salesforce** integration app, we recommend defining the browser settings in Chrome to allow pop-ups and white list the 8x8 cloud domain URL. 1. Go to Chrome browser settings. 2. Search for pop-up settings and select the **Pop-up and redirects** setting. 3. Click **Add** and enter to the list of allowed sites. Chrome automatically saves these settings.