---
title: "Get started with Salesforce integration"
slug: "get-started-with-salesforce-integration"
updated: 2026-07-23T10:07:33Z
published: 2026-07-23T10:07:33Z
canonical: "help.8x8.com/get-started-with-salesforce-integration"
---

> ## 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 Salesforce integration

If your admin has configured the integration, when you log in to the **8x8 Contact Center** app, it automatically connects to **Salesforce** CRM. The authentication window displays in a separate tab. When connected to **Salesforce**, the window closes. If the integration disconnects, you can manually reconnect it.

**To reconnect the integration:**

1. In the **8x8 Contact Center** app, go to **Change status ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-status-arrow-line-down_17x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A29Z&se=2026-11-03T22%3A51%3A29Z&sr=c&sp=r&sig=4W7p4g7CgbSAkk34bcv9SVAbUJkpuCbjSNhhE3Biwew%3D) > My profile**.
2. In the window that displays, click the **Integrations** tab.
3. Click **Reconnect**.

When connected, the system displays **Connected** in green in the Integrations section.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/integrations-settings.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A29Z&se=2026-11-03T22%3A51%3A29Z&sr=c&sp=r&sig=4W7p4g7CgbSAkk34bcv9SVAbUJkpuCbjSNhhE3Biwew%3D)

## Integration settings

You can enable several integration settings in the **8x8 Contact Center** app.

**To customize your integration:**

1. Log in to the **8x8 Contact Center** app.
2. Click **Ready to work** or **Work Offline** to start the session.
3. Go to **Change status ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-status-arrow-line-down_17x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A29Z&se=2026-11-03T22%3A51%3A29Z&sr=c&sp=r&sig=4W7p4g7CgbSAkk34bcv9SVAbUJkpuCbjSNhhE3Biwew%3D) > My profile**.
4. In the window that displays, click the **Integrations** tab.
5. Customize the integration:

- Under **Search types**:
  - **Account**: Enable this option so a call is searched for an existing Account. This option is enabled by default.
  - **Contact**: Enable this option so a call is searched for an existing contact record. This option is enabled by default.
  - **Lead**: Enable this option so a call is searched for an existing lead record. This option is disabled by default.
  - **Opportunity**: Enable this option so a call is searched by a specific opportunity. This option is disabled by default.
  - **Case**: Enable this option to search cases associated to matched records containing the same phone number or email address as the current interaction. This option is disabled by default.
- Under **Settings**:
  - **Auto call log**: Enable this option to automatically generate a log for all phone calls, chat interactions, and voicemails. A call log includes information about the time a call was initiated, terminated, duration, queue name, and more. A chat log includes the chat time and transcript. Just like a phone log, the voicemail log includes information about the time a call was initiated, terminated, duration, queue name, and more. This option is enabled by default.
  - **Pop a record during a call**: This controls the screen pop behavior while handling multiple concurrent inbound calls. If enabled, then during a second call, a contact screen pop displays if the call has a single match record. If disabled, then during the second call, no contact screen pop displays.
  - **Outbound pop**: This controls contact screen pop for outbound calls. If enabled, when an agent makes an outbound call and a single-match record is found for that phone number, then a contact screen pop displays. The contact screen pop does not display if this option is disabled.
  - **Screen pop on inbound call**: Allows you to set a screen pop when the agent's phone is ringing, connected, or never.
    - **Ringing**: A contact pops up for a single-match record during an inbound call, chat, or voicemail when the agent's phone is ringing.
    - **Connected**: A contact pops up for a single-match record when an inbound call, chat, or voicemail connects.
    - **Never**: The contact does not pop up when there is a single-match record during an inbound call.
- ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/customize-your-integration.gif?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A29Z&se=2026-11-03T22%3A51%3A29Z&sr=c&sp=r&sig=4W7p4g7CgbSAkk34bcv9SVAbUJkpuCbjSNhhE3Biwew%3D)