To allow your agents to log in to Talkdesk using their Salesforce credentials, follow these instructions:
- Log in to your Talkdesk account as an Administrator
- Select the Admin section .
- Select the Preferences tab .
- Scroll down to Single Sign-On Provider and select Salesforce from the dropdown menu .
- Save your changes .
Now, when logging in to Talkdesk, agents simply need to press the Login with Salesforce button:
Once this option has been enabled for the account, new agents added to Salesforce using Talkdesk for Salesforce’s Managed Package are no longer required to create a Talkdesk user name and password to be able to access Talkdesk.
Note: SSO with Salesforce Sandbox credentials is not yet supported.
Learn more about Talkdesk Single Sign-on (SSO).