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

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’ 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.
3	Add the CXone Agent web extension for Chrome: CXone Agent WebRTC Extension - Chrome Web Store and select add to Chrome
4	Add the click to dial feature: CXone Agent Click-to-Dial - Chrome Web Store 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)