--- title: "Get started with 8x8 Work and Engage Chrome extension for Salesforce" slug: "get-started-with-8x8-work-and-engage-chrome-extension-for-salesforce" updated: 2026-09-14T14:54:35Z published: 2026-09-10T16:21:58Z canonical: "help.8x8.com/get-started-with-8x8-work-and-engage-chrome-extension-for-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. # Get started with 8x8 Work and Engage Chrome extension for Salesforce > [!NOTE] > Note: > > 8x8 Work and Engage for Salesforce is currently only available to Beta customers. After [installing the **8x8 Integrations** extension](/documentation/docs/install-the-8x8-work-and-engage-integration-for-salesforce), and managing the required permissions, you can start using the integration. **To launch the integration:** 1. Log in to **Salesforce**. 2. Click the 8x8 ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-PBFIOL8M.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A14%3A10Z&se=2026-11-03T22%3A14%3A10Z&sr=c&sp=r&sig=GzyaKoah52febI7lmCQ54UDHcCRRQG6mP8G%2F00PcoOw%3D) icon to open the integration. The integration will open as a new browser window. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-FYMZ3XK8.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A14%3A10Z&se=2026-11-03T22%3A14%3A10Z&sr=c&sp=r&sig=GzyaKoah52febI7lmCQ54UDHcCRRQG6mP8G%2F00PcoOw%3D) 3. If this is the first time using the integration, you are prompted to complete the onboarding. 4. Click **Continue to Set up**. 5. Select **8x8 Work** and Engage. The system remembers your selection. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-PX2GKZRX.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A14%3A10Z&se=2026-11-03T22%3A14%3A10Z&sr=c&sp=r&sig=GzyaKoah52febI7lmCQ54UDHcCRRQG6mP8G%2F00PcoOw%3D) 6. Click **Select**. 7. When prompted, log in with your **8x8 Work** or Engage credentials. 8. The **Salesforce** authentication page shows. If required, approve the authentication with **Salesforce**. ## Manage your integration settings Integration settings allow you to control how the **8x8 Work** or Engage for **Salesforce** integration behaves during interactions. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-U7EXDDDP.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A14%3A10Z&se=2026-11-03T22%3A14%3A10Z&sr=c&sp=r&sig=GzyaKoah52febI7lmCQ54UDHcCRRQG6mP8G%2F00PcoOw%3D) icon from the top of the integration to access: - **Connection**: Allows you to view and manage the connection between 8x8 and **Salesforce**. - **Integrations**: Allows you to manage your integration settings at a user level See [Integrations settings](/documentation/docs/get-started-with-8x8-work-and-engage-for-salesforce#integration-settings). - **Advanced**: Reset the panel, clear history, and end your 8x8 session. - **About**: Shows your information such as username, phone number, extension, PBX, etc. - **Report a problem**: Send a message describing the issues encountered while using the integration. - **Log out**: Log out of the integration. ### Integration settings From **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-SKUZEK08.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A14%3A10Z&se=2026-11-03T22%3A14%3A10Z&sr=c&sp=r&sig=GzyaKoah52febI7lmCQ54UDHcCRRQG6mP8G%2F00PcoOw%3D) **> Integrations**, you can manage your integration settings at a user level. If an admin has configured settings in **8x8 Admin Console** and denied users permission to edit, these will be disabled. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-TQT46DZV.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A14%3A10Z&se=2026-11-03T22%3A14%3A10Z&sr=c&sp=r&sig=GzyaKoah52febI7lmCQ54UDHcCRRQG6mP8G%2F00PcoOw%3D) | Settings | Description | Default state | | --- | --- | --- | | Auto answer hard phone | Allows calls to be automatically answered if the headset supports it. | Enabled | | Auto interaction log | Allows the integration to automatically create a **Salesforce** Task containing a detailed log of interaction data. | Enabled | | Pop a record during an interaction | Controls the screen pop behavior while handling multiple concurrent inbound interactions. When enabled, during a second interaction, a single-match record screen pops. When disabled, during the second call, no contact screen pop displays. > [!NOTE] > Note: > > This feature is for inbound interactions only and Inbound screen pop must be enabled. | Enabled | | Outbound screen pop | Controls screen pop for outbound interactions. If enabled, when a user initiates an outbound interaction and a single-match record is found, then the matched record automatically displays. The matched record does not display if this option is disabled. | Enabled | | Screen pop first record in list in multi-match | Automatically pop the first identified record in a multiple-match scenario when an inbound interaction is offered or an outbound interaction is initiated. | Disabled | | Inbound screen pop | Controls when the screen pop shows for inbound interactions: - **Offered**: when the phone rings. - **Connected**: when the call connects. - **Never**: no screen pop shows. | Offered | | Search types | The integration searches **Salesforce** for existing selected record types. - Account - Contacts - Lead - Opportunity - Case - Include closed records | Enabled for: - Account - Contacts |