---
title: "Install and configure the 8x8 Work app in Classic mode"
slug: "install-and-configure-the-8x8-work-app-in-classic-mode"
updated: 2026-07-23T10:07:00Z
published: 2026-07-23T10:07:00Z
canonical: "help.8x8.com/install-and-configure-the-8x8-work-app-in-classic-mode"
---

> ## 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.

# Install and configure the 8x8 Work app in Classic mode

Installing **8x8 Work for Salesforce** is a one-time task for the administrator. Once installed, the app is available to all **Salesforce** agents. Setting up **Salesforce** for **Single Sign-On** integration with **8x8 Work for Salesforce** requires the **Salesforce** administrator to:

**Step 1: Install the integration package**

**To install the integration packages:**

1. Use the following URLs to set up the desired **Salesforce** environment:
  - **For Salesforce Production**[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000006FhX4](https://login.salesforce.com/packaging/installPackage.apexp)
  - **For Salesforce Sandbox** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1U000006FhX4](https://test.salesforce.com/packaging/installPackage.apexp)
2. At the prompt, log in as a **Salesforce** administrator.
3. Select **Install for All Users**, and click **Install**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/install-user-types_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D) You are notified that the installation is complete.
4. Click **Done**. You can see **8x8 Work for Salesforce** under **Installed Packages**, along with the package installation details. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDC-vo-iInstall01_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
5. Select **Install for All Users**, and click **Install**. You are notified that the installation is complete.
6. Click **Done**.

**Step 2: Configure your call center**

1. Click **Setup**.
2. In the left navigation menu, search for or go to **Customize > Call Center > Call Centers**. The page displays the available call center packages installed.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDC-vo-iInstall06_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
3. Click **Edit** next to the **8x8 Work for Salesforce** package. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDCiInstall07_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
4. Edit the **CTI Adapter URL** with the URL for your cluster and tenant. The format of the URL is as follows:
  - **For non-Single Sign-On users:** https://cloud8.8x8.com/mashell/public/salesforce.html?env=salesforce&companel=**vo&nextGen=true**
  - **For Single Sign-On users:** https://cloud8.8x8.com/mashell/public/salesforce.html?env=salesforce&companel=**vo&ssoMode=true&nextGen=true**
  - **For Sandbox:** https://cloud8.8x8.com/mashell/public/salesforce.html?env=salesforce&companel=**vo&sandbox=true&nextGen=true**
5. Click **Save**.

**Step 3: Add **Salesforce** users**

In this step, identify and set up the **Salesforce** users who need to use the **8x8 Work** app. You can also add new users by clicking **New User**.

1. Click **Setup**.
2. Click **Manage Users > Users**.
3. Click **Find** to list all users, or add filters to search for specific users.
4. From the list of users, select the desired users, and click **Add to Call Center**.
5. To allow users to use the **Salesforce** Service Console, you need to enable **Service Cloud User** in the agent profile.
  1. Click **Setup**.
  2. Go to **Administration Setup > Manager Users > Users**.
  3. Edit the user information.
  4. Select **Salesforce** under the **User License** drop-down menu.
  5. Select the **Service Cloud User** check box. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDCiInstall15_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
  6. Click **Save**.

**Step 4: Launch **8x8 Work for Salesforce****

When first configuring **8x8 Work for Salesforce** integration for **Single Sign-On**, the agent needs to give permission for the 8x8 app to interact with **Salesforce**. In order to give permission access to the 8x8 plug-in, the agent needs to open the app from a Classic **Salesforce** page. The app behavior varies based on your **Salesforce** login mode.

- If you are a **Salesforce** Classic user, the app launches in a stand-alone browser window. The **screen pop** occurs in a new browser session or refreshes the same browser session based on your administrator's **screen pop** settings.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/sfdc-vo-classic01_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
- If you are a **Salesforce** Service Console user, the app launches as a pop-up window within the **Salesforce** login window. You can minimize it whenever needed. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/sfdc-vo-console01_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
- If you are a **Salesforce** Lightning user, the app launches as a pop-up window within the **Salesforce** login window. You can click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-pop.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D) to move or minimize it whenever needed. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/sfdc-vo-lightning01_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)

**Step 5: Allow 8x8 to access **Salesforce** data**

In order for 8x8 to properly access **Salesforce** data you must [allow pop-ups in Chrome and whitelist the 8x8 cloud domain URL](/documentation/docs/browser-requirements-for-8x8-contact-center-integrations).

In addition, the first time you try to open **Salesforce**, you get a notification that a pop-up is blocked in your URL bar. In order for the integration to work, you must accept prompts from **Salesforce** and 8x8 to allow the integration to access **Salesforce** data.

**To allow 8x8 to access Salesforce data:**

1. When you see the blocked pop-up notification, click the icon in the URL bar to open a notification box. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/allow-access-enable-pop-ups_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
2. In the notification box, select the **Always allow pop-ups and redirects** option, and click the URL that shows up above the option to open a **Salesforce** access prompt.
3. Review the **Salesforce** prompt, then click **Allow**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestroint-app-message_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
4. If you are a **Single Sign-On** user, accepting the **Salesforce** prompt opens a similar 8x8 prompt. Review and accept the 8x8 prompt to return to **Salesforce**.

The 8x8 integration is now able to access **Salesforce** data.

**Step 6: Install the MaestroInt app and manage access to it**

Usage restrictions can block access to uninstalled connected apps. Admins must find which uninstalled apps are in use, and decide if they’re trusted and should be installed, or block them if they’re not.

**To install the MaestroInt app:**

1. In the **SalesforceSetup**, search for **Connected Apps OAuth Usage** and select it from the list of results.
2. Locate the **MaestroInt** app in the list.
3. Check if the **MaestroInt** app displays the **Install** button in the **Action** column. This indicates that the app is not installed.
4. Click **Install**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/apps-install-block.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
5. From the confirmation page, select **Install**.
6. After the **MaestroInt** app is successfully installed, click **Manage App Policies**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/manage-app-policies_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
7. Click **Edit Policies**.
8. From the **OAuth Policies** section, click the **Permitted Users** dropdown menu and select one of the following options:
  - **All users may self-authorize** (Default): Allows anyone in the org to authorize the app after signing in for the first time.
  - **Admin approved users are pre-authorized**: Allows only users with specific profiles or permission sets to access without authorizing. For this option, you must manage profiles for the app by editing each profile’s **Connected App Access** list. You can also manage permission sets for the app by editing each permission set’s **Assigned Connected App** list. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestroint-permitted-users_thumb_0_125.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A48Z&se=2026-11-03T22%3A53%3A48Z&sr=c&sp=r&sig=yHQvdRtiRi5Qc11q0D03A0tBURq9zW7OmI2FQhYCAAI%3D)
9. Click **Save**.