Quick summary
This guide walks you through installing the 8x8 for Salesforce app directly from Salesforce AppExchange, from finding the listing to confirming it appears in your Installed Packages. The entire installation process takes just minutes and can be tested in a sandbox environment before going live.
Steps
- Go to Salesforce AppExchange and search for 8x8 for Salesforce.
- On the app listing page, click the Try It Free button.
- Select the Try in Sandbox option to continue.
- Enter your contact information and click Continue to Installation.
- Log in to install the application in your Salesforce environment.
- Click Use Custom Domain to add your Salesforce domain.
- Enter your Salesforce domain and click Continue.
- Choose who you are installing the app for, then click Install.
- If prompted, approve Third Party Access and click Continue.
- Find your installed app under Settings > Advanced Setup > Installed Packages.
