---
title: "Specify target CRM properties"
slug: "content-specify-target-crm-properties"
updated: 2026-07-23T10:07:08Z
published: 2026-07-23T10:07:08Z
canonical: "help.8x8.com/content-specify-target-crm-properties"
---

> ## 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.

# Specify target CRM properties

A campaign requires a call list of customers or contacts for automated outbound dialing. To generate a call list, you must access and extract data from the Customer object of **8x8 Contact CenterLocal CRM** or any object in the **Salesforce** CRM. To access data from your CRM, you must configure CRM information under Outbound Setup > Properties.

The Properties tab in **8x8 Configuration Manager** enables you to:

- Select a target CRM to extract the call list data.
- > [!NOTE]
> Note:
> 
> **8x8 Auto Dialer** supports generating call lists from **Local CRM** and **Salesforce** CRM only. For all other **External CRM**s, the data must be imported to the **Local CRM**.
- Provide and validate the login credentials of your **Salesforce** CRM account.

**To extract customer data from your Local CRM:**

1. From the **Configuration Menu**, open **Outbound Setup**. The Properties tab opens.
2. Select **Local** from the Target Type. Target type specifies the CRM application that stores the data used for campaigns.

> [!NOTE]
> Note:
> 
> For the **8x8 Contact Center** CRM, username and password information are not required.
3. Click **Save**.

**To extract data from your Salesforce CRM account:**

> [!NOTE]
> Note:
> 
> **8x8 Auto Dialer**supports generating campaign call lists directly from the **Salesforce** CRM if **8x8 Contact Center** integration for **Salesforce** is set up.

1. Select **Salesforce** from the Target Type drop-down list. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/cfgmgroutboundsetupsf.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A29%3A33Z&se=2026-11-04T00%3A29%3A33Z&sr=c&sp=r&sig=OoC8tcw8aLumapPAR6R%2FfFKViB8SN0X3OeIMoFlN0zo%3D)
2. Enter your **SalesforceCRM User Name** and **CRM Password** to log in to the account. For **Salesforce**, add the security token to the password.
3. Click **Login Test** to validate **Salesforce** account credentials. If the username and password are correct, the login test passes.
4. Click **Save**.