Polokalama s 8×8 Feiloai fa'atasi ma Salesforce (Beta)
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Fa'atasi le 8×8 Feiloai ma Salesforce (Beta)
8 × 8 Feiloai faʻatasi ma Salesforce e mafai ai e oe ona faʻafesoʻotaʻi au fonotaga lata mai 8 × 8 ma faʻamaumauga mea a Salesforce, faʻatagaina oe e sili atu le siakiina o lou alualu i luma ma tagata faʻatau e te fegalegaleai ma i le 8 × 8 Meet.
Fa'aaliga: Le mafai ona tu'ufa'atasia ma Salesforce o lo'o iai nei i le Beta.
O lenei tu'ufa'atasiga o lo'o avanoa mo tagata fa'aoga 8 × 8 Galuega o latou fa'alapotopotoga o le X Series po'o le Virtual Office Editions tagata fa'atau. Mo faʻamatalaga i luga ole 8 × 8 Faʻafeiloaʻi foliga o loʻo avanoa mo ituaiga tagata faʻaoga eseese, kiliki iinei.
Vaega
Faʻaaogaina 8 × 8 Feiloai faʻatasi ma Salesforce, e mafai ona e:
- Fa'afeso'ota'i lau tala 8×8 Galuega ma lau fa'amatalaga Salesforce e ala ile saini ile Salesforce mai le 8x8 Work app.
- Su'e mai mea a le Salesforce (Accounts, Contacts, Leads, ma Avanoa) e mafai ona e maua, ma fa'afeso'ota'i i se fonotaga fa'aauau pe ua mavae 8×8.
- Faʻaopoopo 8 × 8 faʻamatalaga fonotaga (faʻamaumauga, faʻamatalaga talatalanoaga, ma isi mea) i se mea Salesforce, faʻalautele avanoa i na auiliiliga i isi tagata faʻaoga Salesforce.
- Aumai faʻamatalaga 8 × 8 fonotaga mai totonu Salesforce.
Fa'ataga le tu'ufa'atasiga a Salesforce e fai ma fa'atonu
I le avea ai ma Salesforce ma le 8 × 8 Work administrator, e mafai ona e faʻapipiʻi le 8 × 8 Meet application i Salesforce, ona mafai ai lea ona maua e lau faʻalapotopotoga le tuʻufaʻatasia i le 8 × 8. O le taimi lava e mafai ai, e mafai e tagata faʻaoga ona faʻafesoʻotaʻi i Salesforce ma faʻafesoʻotaʻi fonotaga 8 × 8 i faamaumauga a Salesforce.
Ina ia faʻapipiʻi le talosaga 8 × 8 Meet o se Salesforce admin:
- I le avea ai ma Salesforce pule, faʻapipiʻi le 8 × 8 Meet application i Salesforce.
- O le taimi lava e faʻapipiʻi ai le 8 × 8 Meet i Salesforce, faʻatagaina Salesforce mo lau faʻalapotopotoga ile 8 × 8 Admin Console.
Ina ia mafai ona tuʻufaʻatasia Salesforce e avea ma 8 × 8 Galuega faʻatonu:
- I le avea ai o se 8 × 8 Galuega pule, i lau suʻesuʻega, faʻaoga i lau 8 × 8 faʻamaonia e tatala ai lau 8 × 8 Application Panel.
- Mai le Vaega o Talosaga, alu i le Admin Console> autu autu> Fonotaga
- I le 8×8 Meet settings itulau e tatala, kiliki Salesforce integration.
- I le itulau tuʻufaʻatasiga e tatala, faʻatagaina le filifiliga mo Salesforce tuʻufaʻatasia.
- Afai o lau fa'alapotopotoga e iai sau fa'asinomaga masani mo Salesforce, ulufale i le vaega URL i lalo o le Salesforce login settings. Afai e le fa'aogaina e lau fa'alapotopotoga se vaega fa'ale-aganu'u, tu'u avanoa le fanua.
- A uma, kiliki Save e faʻamaonia au suiga.
Saini i totonu Salesforce tu'ufa'atasia o se tagata fa'aoga
O le taimi lava e faʻatagaina ai e lau pule le tuʻufaʻatasia o Salesforce mo lau faʻalapotopotoga, e mafai ona e saini i Salesforce mai lau 8 × 8 Work desktop, web, po'o le telefoni feavea'i i soo se taimi.
Le saini i Salesforce mai le 8 × 8 Galue i luga o le komepiuta poʻo web:
- Mai lau laulau po'o web app, alu ile Fa'atonu> Fonotaga.
- I lalo o le Salesforce integration, kiliki Log in to Salesforce e tatala ai se vave.
- I totonu o le saini fa'anatinati, ulufale ma fa'amaonia au fa'amatalaga Salesforce.
Ina ia saini i Salesforce mai le 8×8 Work for Mobile:
- Mai lau telefoni feaveai, alu i le Profile > Fa'atulagaina > Salesforce fa'atasi.
- I le itulau e matala, tap Login to Salesforce e tatala ai se vave.
- I totonu o le saini fa'anatinati, ulufale ma fa'amaonia au fa'amatalaga Salesforce.
Fesoʻotaʻi ma faʻaoga faʻamatalaga 8 × 8 fonotaga i Salesforce
E mafai ona e su'e ma fa'afeso'ota'i se fonotaga 8×8 ua tuana'i i so'o se fa'amaumauga mai mea fa'atau lagolago e fa (Account, Contact, Lead, and Opportunity) i soo se taimi. Mo example, AcmeJets o se teugatupe i Salesforce, ma Sam ma Morgan e faʻafesoʻotaʻi i totonu o lena tala; e mafai ona e fa'afeso'ota'i lau aotelega o fonotaga i AcmeJets, fa'apea fo'i ma feso'ota'iga e lua. O le taimi lava e te faʻafesoʻotaʻi ai se fonotaga 8 × 8 i se faʻamaumauga a Salesforce, e mafai ona e mauaina faʻamatalaga o fonotaga ma punaoa mai lau kalena Salesforce poʻo lau 8 × 8 Work app. Afai e manaʻomia, e mafai foi ona e tatalaina se fonotaga 8 × 8 mai se faʻamaumauga a Salesforce.
Fa'afeso'ota'i se fonotaga 8×8 i Salesforce:
- I le 8 × 8 Galuega, alu i le Meetings > Recent meetings.
- Filifili se fonotaga e tatala ai lona itulau aotelega
- I lalo o Salesforce tu'ufa'atasiga i le aotelega, kiliki pe tap Feso'ota'i lenei fonotaga e tatala ai se fa'aoso su'esu'ega mo au fa'amaumauga Salesforce.
- Saili mo se fa'amaumauga a le Salesforce ma, pe a filifili, fa'aopoopo fa'amatalaga e uiga i le fonotaga.
- Kiliki pe tap Feso'ota'i lenei fonotaga. O le aotelega o fonotaga ua feso'ota'i nei i le fa'amaumauga a Salesforce.
- Ina ia fa'afeso'ota'i le tele o fa'amaumauga a Salesforce i le fonotaga lava e tasi, toe fai la'asaga 3 e o'o i le 5.
Fa'aaliga: O faʻamaumauga taʻitasi e fesoʻotaʻi ma le 8 × 8 fonotaga tutusa e fatuina ai se faʻaopoopoga kalena i Salesforce. Mo example, o se fonotaga e fesoʻotaʻi ma faʻamaumauga e tolu i le 8 × 8 Galuega faʻaalia e tolu faʻasologa kalena faʻatasi i Salesforce.
Ina ia maua fa'amatalaga 8×8 fonotaga mai lau kalena Salesforce:
- Tatala se mea fa'akalena Salesforce e feso'ota'i ma se fonotaga 8×8:
- Mai le itulau o le Salesforce fa'amaumauga: Filifili se mea e feso'ota'i i le lisi o Gaoioiga a le fa'amaumauga e tatala ai lona itulau fa'amatalaga.
- Mai lau kalena Salesforce: Filifili se mea e feso'ota'i i lau kalena e tatala ai lona itulau fa'amatalaga.
- I lalo ole 8 × 8 Faʻamatalaga Fono i faʻamatalaga faʻapitoa, e mafai ona e mauaina:
- Le lisi o tagata auai ma latou taimi failauga
- Punaoa na toso mai le aotelega o fonotaga 8 × 8, e pei o le umi o fonotaga, tagata auai, puʻeina, talatalanoaga ma faʻalogo leo, palota, ma faʻamatalaga
- Ua tusia le fa'amatalaga mo le fa'amaumauga a le Salesforce pe a feso'ota'i le fono
Le tatalaina o le Salesforce kalena mea na tupu mai lana fonotaga 8 × 8 fesoʻotaʻi:
- I le 8 × 8 Galuega, alu i le Meetings > Recent meetings.
- Filifili se fonotaga e tatala ai lona itulau aotelega.
- I tafatafa o se fa'amaumauga Salesforce feso'ota'i i le aotelega, kiliki View e tatala ai le itulau o mea na tutupu e saisai i le faamaumauga i Salesforce
Ina ia tatala le feso'ota'iga o se fonotaga 8×8 mai se mea Salesforce:
- I le 8 × 8 Galuega, alu i le Meetings > Recent meetings.
- Filifili se fonotaga e tatala ai lona itulau aotelega.
- I tafatafa o se fa'amaumauga Salesforce feso'ota'i o lo'o lisiina i le aotelega, kiliki le Ta'e feso'ota'iga fonotaga e tatala ai le fa'amaumauga.
Pepa / Punaoa
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Polokalama s 8x8 Feiloai fa'atasi ma Salesforce (Beta) [pdf] Taiala mo Tagata Fa'aoga 8x8 Feiloai tu'ufa'atasiga ma Salesforce Beta, 8x8 Fa'afeiloa'iga Talosaga, App, Computer App, Meeting App, 8x8 Meet tu'ufa'atasi ma Salesforce |
