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:
-
Log in to Salesforce using an administrator account.
- Click the following link (or copy and paste it into your web browser):
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tj0000001aOdf - On the Package Installation Details page that displays, click Continue.
- On the Approve Package API Access page, click Next.
- Click Install.