---
title: "FAQ: Salesforce integration"
slug: "salesforce-faq-salesforce-integration"
updated: 2026-07-29T19:57:09Z
published: 2026-07-29T19:57:09Z
canonical: "help.8x8.com/salesforce-faq-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.

# FAQ: Salesforce integration

Check out the following questions that are frequently asked by our customers, and our responses for them.

## How do I clear the browser cache?

The first step in the troubleshooting procedure is to clear your browser cache. Follow the procedure below for the Internet Explorer, Firefox, and Chrome browsers:

**For Firefox**

1. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Icon-FireFoxMenu_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A12Z&se=2026-11-03T22%3A52%3A12Z&sr=c&sp=r&sig=SQna0ZBVPGcT1TAs92YVUvXa%2FwgIyoWN8R34HauwSd8%3D) in the top-right corner of your Firefox browser window.
2. Select **Options** from the menu.
3. Select **Advanced**.
4. Click the **Network** tab.
5. Under **Cached Web Content**, click **Clear Now**.
6. Click **OK**.

**For Chrome**

1. Open ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Icon-ChromeMenu_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A12Z&se=2026-11-03T22%3A52%3A12Z&sr=c&sp=r&sig=SQna0ZBVPGcT1TAs92YVUvXa%2FwgIyoWN8R34HauwSd8%3D) in the top-right corner of your Chrome browser window.
2. Select **Settings** from the menu.
3. Click **Show Advanced Settings** at the bottom of the page.
4. Under **Privacy**, click **Clear browsing data**.
5. Select the following check boxes from the list:
  - Cookies and other site and plugin data.
  - Cached images and files.
6. Click **Clear Browsing Data**.

## How do I allow pop-up browser windows?

Ensure that browsers are set to allow pop-ups. To check whether your browser allows pop-ups from 8x8, place an inbound call to the agent on **8x8 Agent Workspace**.

**Allow pop-ups in Firefox**

1. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Icon-FireFoxMenu_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A12Z&se=2026-11-03T22%3A52%3A12Z&sr=c&sp=r&sig=SQna0ZBVPGcT1TAs92YVUvXa%2FwgIyoWN8R34HauwSd8%3D) in the top-right corner of your Firefox browser window.
2. Select **Options**.
3. Select **Content** from the top panel.
4. Click **Exceptions**.
5. Enter the **8x8 Contact Center** website address.
6. Click **Allow**.
7. Click **OK**.

**Allow pop-ups in Chrome**

1. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Icon-FireFoxMenu_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A12Z&se=2026-11-03T22%3A52%3A12Z&sr=c&sp=r&sig=SQna0ZBVPGcT1TAs92YVUvXa%2FwgIyoWN8R34HauwSd8%3D) to open the menu in the top-right corner of your Chrome browser window.
2. Go to **Settings**.
3. Click **Show Advanced Settings** at the bottom of the page.
4. Under **Privacy**, select **Content settings**.
5. Under **Plug-ins**, click **Manage exceptions**.
6. Enter the **8x8 Contact Center** domain address.
7. Select **Allow** from the drop-down list.
8. Click **Done**.

## How do I add URLs as trusted domains?

Check with your IT administrator to see if your company has blocked the URL domain for the 8x8 cluster. Your company's IT department may have configured the router or changed the registry to block some websites. If so, you must allow or add the URL domain that has your **8x8 Contact Center** tenant (such as `https://vcc-naX.8x8.com/AGUI/login_ns_sso.php?tenant=yourtenantname`) to access the 8x8 URL domain.

**Which Salesforce environment I should install?**

- **Sandbox**: You can install the Sandbox environment for development, testing, and training. Sandbox allows you to create copies of your company data in separate environments without harming your production data and applications. If you are using the Sandbox environment, go to [https://test.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000Xzqu](https://test.salesforce.com/packaging/installPackage.apexp) to install the sandbox.
- **Production**: The production environment, on the other hand, stores the real data that is used in your company. If you are using the Production environment, go to [https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000Xzqu](https://login.salesforce.com/packaging/installPackage.apexp) to install 8x8 **8x8 Contact Center** for administrators, users, or specific profiles.

For details on **Salesforce** environments, see [https://developer.salesforce.com/page/An_Introduction_to_Environments](https://developer.salesforce.com/page/An_Introduction_to_Environments).

**How do I find out which edition of Salesforce I have?**

1. Log in to your **Salesforce** account.
2. Select **Setup** from upper right corner of the window.
3. From the **SETTINGS** section in the left menu panel, click **Company Settings > Company Information** . The Company Information page opens. You can find the edition in **Organization Edition** field. For details, see the **Salesforce** FAQ at [https://help.salesforce.com](https://help.salesforce.com/apex/HTViewHelpDoc).

**What is my 8x8 Contact Center version?**

You can check your **8x8 Contact Center** version by logging in to your **8x8 Configuration Manager**:

1. Log in to **8x8 Configuration Manager**.
2. Go to **Home > Profile**.
3. Look for **Version - Package** in the **Overview** section of the page.

**How do I integrate with Salesforce?**

8x8 **8x8 Contact Center** offers three types of integration:

- Open CTI or **Single Sign-On** (Recommended)
  - Console Mode (ServiceCloudConsole): The **screen pop** occurs in separate tabs within the dashboard. You can manage your interactions better in tabbed mode. For details on setting up a **Salesforce** Console, see the video on [setting up Console Mode](http://salesforce.vidyard.com/watch/Ki1BhOiiQAbhWmFg-x4uiQ).
  - Non-Console Mode (SalesView): The **screen pop** occurs in a separate browser session. Each new **screen pop** shows either on a new browser session or refreshes the same browser window.
- Enhanced
- Legacy

**Which packages do I need to install from Salesforce for Single Sign-On integration?**

- **8x8 Contact Center**
- SF_Contactual_Setup For details, see our content on [configuring **Single Sign-On** integration](/documentation/docs/install-and-configure-version-3-1-of-the-integration-for-salesforce).

**How do I customize the click-to-dial button parameters?**

> [!NOTE]
> Note:
> 
> The **click-to-dial** function is not required with Open CTI Integration. This is required only for **Individual System Sign-On**.

Setting up a **Salesforce** account to use **click-to-dial** functionality requires the following configuration:

1. Creating a new custom link to trigger **click-to-dial**.
2. Editing the **Object Page Layout** to include the custom link.
3. Enabling **click-to-dial** for agent accounts in the **8x8 Configuration Manager**. For details, see our content on [setting up **click-to-dial** functionality](https://docs.8x8.com/8x8WebHelp/virtual-contact-center-for-salesforce-admin/Content/salesforce/configure-individual-system.htm#Click2DialSFIndstep5).

**How to enable Chatter Settings in Salesforce**

Chatter enables users to communicate, share files, and collaborate in real-time within the **Salesforce** platform. By default, Chatter is enabled in **Salesforce**. When Chatter is disabled, the 8x8 integration for **Salesforce** may experience disruptions such as connection issues, **screen pop** issues, call log issues, etc.

**To enable Chatter:**

1. Log into **Salesforce** using your admin credentials.
2. From the **Home** page navigation menu, go to **Feature Settings > Chatter > Chatter Settings**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/chatter-settings-disabled.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A12Z&se=2026-11-03T22%3A52%3A12Z&sr=c&sp=r&sig=SQna0ZBVPGcT1TAs92YVUvXa%2FwgIyoWN8R34HauwSd8%3D)
3. On the Chatter Settings page, click **Edit**.
4. In the **Chatter Settings** section, select the check box next to **Enable**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/chatter-settings-enabled.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A12Z&se=2026-11-03T22%3A52%3A12Z&sr=c&sp=r&sig=SQna0ZBVPGcT1TAs92YVUvXa%2FwgIyoWN8R34HauwSd8%3D)
5. The **Groups** settings display. Configure group features like group archiving, records in groups, and unlisted groups.
6. Click **Save**.