Installing the Agent Toolbar in Salesforce

The Agent Toolbar is a Salesforce package that handles the interactions between the Toolbar and CxEngage.

To install the Agent Toolbar in Salesforce:

  1. Log in to Salesforce using an administrator account.

  2. Click the following link (or copy and paste it into your web browser):
    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tj0000001aOdf
  3. On the Package Installation Details page that displays, click Continue.
  4. On the Approve Package API Access page, click Next.
  5. Click Install.