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Khokahano ea software s 8×8 Kopana le Salesforce (Beta)

Software-s-8x8-Meet-integration-with-Salesforce-(Beta)-Sehlahisoa

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Tokomane ena e fanoe ka sepheo sa tlhahisoleseling feela mme likahare tsa eona li ka fetoha ntle le tsebiso. Tokomane ena ha e na tiisetso ea hore ha e na liphoso, kapa e ipapisitse le litiisetso kapa maemo afe kapa afe, ebang a hlalositsoe ka molomo kapa ka molao, ho kenyeletsoa litiisetso le maemo a thekiso kapa ho sebetsa molemong o itseng. Ka ho toba ha re na molato mabapi le tokomane ena 'me ha ho boitlamo ba konteraka bo etsoang ka kotloloho kapa ka mokhoa o sa tobang ke tokomane ena. Tokomane ena e kanna ea se hlahisoe hape kapa ea fetisoa ka mokhoa ofe kapa ofe kapa ka mokhoa ofe kapa ofe, oa elektroniki kapa oa mochini, molemong ofe kapa ofe, ntle le tumello ea rona e ngotsoeng pele. 8×8® ke letshwao la kgwebo le ngodisitsweng la 8×8, Inc. Matshwao a mang ohle a kgwebo, matshwao a ditshebeletso, matshwao a kgwebo a ngodisitsweng, kapa matshwao a ditshebeletso a ngodisitsweng ke thepa ya beng ba wona ka ho fapana. Mabitso a mang kaofela le/kapa mabitso a lihlahisoa ke matšoao a khoebo (kapa matšoao a ngolisitsoeng) le thepa ea beng ba ona ka ho fapana.

Kopanya 8×8 Kopana le Salesforce (Beta)

Khokahano ea 8 × 8 Meet le Salesforce e u thusa ho hokahanya likopano tsa hau tsa morao-rao tsa 8 × 8 le lirekoto tsa ntho ea Salesforce, e u lumellang ho lekola tsoelo-pele ea hau le bareki bao u sebelisanang le bona ho 8 × 8 Meet.

Hlokomela: Bokhoni ba ho ikopanya le Salesforce hajoale bo ho Beta.
Kopano ena e fumaneha ho basebelisi ba 8 × 8 Work bao mekhatlo ea bona e leng bareki ba X Series kapa Virtual Office Editions. Bakeng sa lintlha tse mabapi le likarolo tsa 8 × 8 Meet tse fumanehang ho mefuta e fapaneng ea basebelisi, tlanya mona.

Likaroloana

U sebelisa kopanyo ea 8 × 8 Meet le Salesforce, u ka:

  • Hokela ak'haonte ea hau ea 8x8 Work le ak'haonte ea hau ea Salesforce ka ho kena ho Salesforce ho tsoa ho sesebelisoa sa 8×8 Work.
  • Batla ho tsoa ho lintho tsa Salesforce (Liakhaonto, Mabitso, Baetapele, le Menyetla) eo u ka fihlelang ho eona, 'me u li hokahanye le kopano e tsoelang pele kapa e fetileng ea 8x8.
  • Kenya lintlha tsa kopano ea 8x8 (lirekoto, lingoliloeng tsa moqoqo, le tse ling) ho ntho ea Salesforce, ho fetisetsa phihlello ea lintlha tseo ho basebelisi ba bang ba Salesforce.
  • Hlahisa lintlha tsa kopano tsa 8x8 ho tsoa ka hare ho Salesforce.

Numella khokahano ea Salesforce joalo ka molaoli

Joaloka Salesforce le molaoli oa Mosebetsi oa 8×8, o ka kenya ts'ebeliso ea 8×8 Meet ho Salesforce, 'me u nolofalletse phihlello ea mokhatlo oa hau ho kopanyo ho 8×8. Ha e se e nolofalitsoe, basebelisi ba ka hokela ho Salesforce mme ba hokahanya liboka tsa 8 × 8 ho lirekoto tsa Salesforce.

Ho kenya ts'ebeliso ea 8x8 Meet joalo ka molaoli oa Salesforce: 

  1. Joaloka molaoli oa Salesforce, kenya sesebelisoa sa 8×8 Meet ho Salesforce.
  2. Hang ha 8×8 Meet e kentsoe ho Salesforce, thusa Salesforce bakeng sa mokhatlo oa hau ho 8×8 Admin Console.

Ho thusa Salesforce kopanyo joalo ka 8 × 8 Work admin:

  • Joaloka molaoli oa Mosebetsi oa 8x8, ho sebatli sa hau, kena ka lintlha tsa hau tsa 8×8 ho bula 8×8 Application Panel.
  • Ho tswa ho Panel ea Kopo, ea ho Admin Console> menu e kholo> Likopano

Software-s-8x8-Meet-integration-with-Salesforce-(Beta)-fig-1

  • Leqepheng la litlhophiso tsa 8x8 Meet le bulang, tlanya Salesforce kopanyo.
  • Leqepheng la kopanyo le bulang, lumella khetho ea ho kopanya Salesforce.

Software-s-8x8-Meet-integration-with-Salesforce-(Beta)-fig-2

  • Haeba mokhatlo oa hau o na le domain name ea ho kena bakeng sa Salesforce, kenya sebaka seo URL tlas'a litlhophiso tsa ho kena tsa Salesforce. Haeba mokhatlo oa hau o sa sebelise domain name, tlohela tšimo e se na letho.
  • Ha o qetile, tobetsa Save ho netefatsa liphetoho tsa hau.

Kena ho khokahanyo ea Salesforce joalo ka mosebelisi

Hang ha molaoli oa hau a se a nolofalitse ho kopanngoa ha Salesforce bakeng sa mokhatlo oa hau, o ka kena ho Salesforce ho tloha komporong ea hau ea 8x8 Work, web, kapa sesebelisoa sa mohala ka nako efe kapa efe.
Ho saena ho Salesforce ho tsoa ho 8×8 Sebetsa ka komporong kapa web:

  1. Ho tsoa komporong ea hau kapa web app, ea ho Litlhophiso > Likopano.
  2. Tlas'a Salesforce integration, tobetsa Kena ho Salesforce ho bula molaetsa.
  3. Ka potlako ea ho kena, kenya 'me u netefatse lintlha tsa hau tsa Salesforce.

Ho saena ho Salesforce ho tsoa ho 8×8 Work for Mobile:

  1. Ho tsoa ho sesebelisoa sa hau sa mohala, ea ho Profile > Di-setting > Kopanyo ya Salesforce.
  2. Leqepheng le buloang, tlanya Kena ho Salesforce ho bula molaetsa.
  3. Ka potlako ea ho kena, kenya 'me u netefatse lintlha tsa hau tsa Salesforce.

Kopanya le ho fihlella lintlha tsa kopano ea 8x8 ho Salesforce

U ka batla le ho hokahanya seboka se fetileng sa 8 × 8 ho rekoto efe kapa efe ho tsoa linthong tse 'ne tse tšehetsoeng tsa Salesforce (Ak'haonte, Kopana, Moetapele, le Monyetla) ka nako efe kapa efe. Bakeng sa mohlalaample, AcmeJets ke ak'haonte e Salesforce, 'me Sam le Morgan ba ikopanya le bona ka har'a akhaonto eo; o ka hokahanya kakaretso ea kopano ea hau le AcmeJets, hammoho le mabitso a mabeli. Hang ha o hokahanya kopano ea 8x8 le rekoto ea Salesforce, o ka fumana lintlha tsa kopano le lisebelisoa ho tsoa almanakeng ea hau ea Salesforce kapa ho sesebelisoa sa hau sa 8×8 Work. Haeba ho hlokahala, o ka boela oa hlakola kopano ea 8×8 ho rekoto ea Salesforce.

Ho hokahanya kopano ea 8×8 le Salesforce:

  • Ho 8 × 8 Mosebetsi, e-ea ho Liboka> Likopano tsa morao-rao.
  • Khetha kopano ho bula leqephe la eona la kakaretso
  • Tlas'a kopanyo ea Salesforce kakaretsong, tobetsa kapa tlanya Kopanya seboka sena ho bula molaetsa oa ho batla lirekoto tsa hau tsa Salesforce.

Software-s-8x8-Meet-integration-with-Salesforce-(Beta)-fig-3

  • Batla rekoto ea Salesforce, 'me, ka boikhethelo, eketsa lintlha mabapi le kopano.
  • Tobetsa kapa o tobetse Kopanya kopano ena. Kakaretso ea kopano e se e hokahane le rekoto ea Salesforce.

Software-s-8x8-Meet-integration-with-Salesforce-(Beta)-fig-4

  • Ho hokahanya lirekoto tse ngata tsa Salesforce kopanong e le 'ngoe, pheta mehato ea 3 ho isa ho ea 5.

Hlokomela: Rekoto e 'ngoe le e' ngoe e hokahaneng le kopano e tšoanang ea 8 × 8 e theha ketsahalo e eketsehileng ea almanaka ho Salesforce. Bakeng sa mohlalaample, kopano e hokahantsoeng le lirekoto tse tharo ho 8×8 Work e hlaha e le liketsahalo tse tharo tse tšoanang tsa almanaka ho Salesforce.

Ho fihlella lintlha tsa kopano ea 8x8 ho tsoa almanakeng ea hau ea Salesforce:

  • Bula ketsahalo ea almanaka ea Salesforce e hokahaneng le kopano ea 8×8:
    • Ho tsoa leqepheng la rekoto ea Salesforce: Khetha ketsahalo e hokahaneng lethathamong la Ts'ebetso ea rekoto ho bula leqephe la lintlha tsa eona.
    • Ho tsoa ho almanaka ea hau ea Salesforce: Khetha ketsahalo e hokahaneng almanakeng ea hau ho bula leqephe la eona la lintlha.
  • Tlas'a 8 × 8 Lintlha tsa Kopano mabapi le lintlha tsa ketsahalo, o ka fihlella:
    • Lenane la bankakarolo le nako ea bona ea sebui
    • Lisebelisoa tse nkiloeng ho kakaretso ea liboka tsa 8x8, joalo ka nako ea liboka, barupeluoa, lirekoto, meqoqo le lingoliloeng tse mameloang, likhetho le lintlha.
    • Lengolo le ngoletsoe rekoto ea Salesforce ha kopano e ne e hokahantsoe

Software-s-8x8-Meet-integration-with-Salesforce-(Beta)-fig-5

Ho bula ketsahalo ea almanaka ea Salesforce ho tsoa kopanong ea eona e hokahantsoeng ea 8 × 8:

  1. Ho 8 × 8 Mosebetsi, e-ea ho Liboka> Likopano tsa morao-rao.
  2. Khetha kopano ho bula leqephe la eona la kakaretso.
  3. Haufi le rekoto e hokahantsoeng ea Salesforce ka kakaretso, tlanya View ho bula leqephe la ketsahalo le hokahaneng le rekoto ho Salesforce

Software-s-8x8-Meet-integration-with-Salesforce-(Beta)-fig-6

Ho tlosa kopano ea 8 × 8 ho ntho ea Salesforce:

  1. Ho 8 × 8 Mosebetsi, e-ea ho Liboka> Likopano tsa morao-rao.
  2. Khetha kopano ho bula leqephe la eona la kakaretso.
  3. Haufi le rekoto e hokahantsoeng ea Salesforce e thathamisitsoeng kakaretsong, tlanya Kopanya seboka ho tlosa rekoto.

Software-s-8x8-Meet-integration-with-Salesforce-(Beta)-fig-7

Litokomane / Lisebelisoa

Khokahano ea Software s 8x8 Kopana le Salesforce (Beta) [pdf] Bukana ea Mosebelisi
Khokahano ea 8x8 Meet le Salesforce Beta, 8x8 Meet Application, App, Computer App, Meeting App, 8x8 Kopana le Salesforce

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