Logging in to Salesforce - CXone users initial access

• Access Salesforce via http://everbright.my.salesforce.com

• Log in via SSO by using the ‘Log in with EverBright Login’

• When logged in using SSO, the user’s name will be displayed under the account icon in the top right corner of the Salesforce service console.

• Add the CXone Agent web extension for Chrome: https://chromewebstore.google.com/detail/cxone-agent-webrtc-extens/gcfjbjldfomnopnpdjajjfpldkkdmmoi and select add to Chrome

• Add the click to dial feature: https://chromewebstore.google.com/detail/cxone-agent-click-to-dial/anehaijgfhlkchmihoaklaimlclnomag and select add to Chrome

• In Salesforce click the waffle menu and select ‘Service Console’

• Access the CXone agent softphone by clicking the phone icon at the bottom of the screen (1) and logging in (2):

• Select integrated softphone (1) and connect (2)

• From the softphone, click the settings icon (1) and update Audio Visual Settings (2).

• Enable alerts and click Save

Select Settings (1) and integrated softphone settings (2)

• 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)