Logging in to Salesforce - CXone users initial access

Background:

Single sign on (SSO) is enabled for Salesforce users. The first time a CXone user logs into Salesforce, they will need to add the CXone extension, enable the click to dial feature, and set up their softphone.

Step	Action	Screenshots
1	Access Salesforce via http://everbright.my.salesforce.com
2	Log in via SSO by using the ‘Log in with EverBright Login’
3	Add the CXone Agent web extension for Chrome: https://chromewebstore.google.com/detail/cxone-agent-webrtc-extens/gcfjbjldfomnopnpdjajjfpldkkdmmoi and select add to Chrome
4	Add the click to dial feature: https://chromewebstore.google.com/detail/cxone-agent-click-to-dial/anehaijgfhlkchmihoaklaimlclnomag and select add to Chrome
5	In Salesforce click the waffle menu and select ‘Service Console’
6	Access the CXone agent softphone by clicking the phone icon at the bottom of the screen (1) and logging in (2):
7	Select integrated softphone (1) and connect (2)
8	From the softphone, click the settings icon (1) and update Audio Visual Settings (2). Enable alerts and click Save
9	Select Settings (1) and integrated softphone settings (2)
10	Set the default ringtone (1) Set any secondary ringers (2). Secondary ringers will allow notifications through a secondary source such as your laptop Click Save (3)