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SSO with Salesforce Credentials

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To allow your agents to login to Talkdesk using their Salesforce credentials, follow these instructions:

Salesforce-SSO.png

  • Log into your Talkdesk account as an Administrator
  • Select the 'Admin' section from the top navigation bar [1]
  • Select the ‘Preferences’ tab [2]
  • Scroll down to ‘Single Sign-On Provider' and select Salesforce from the dropdown menu [3]
  • 'Save' your changes [4]

Now, when logging in to Talkdesk, agents simply need to press the ‘Login with Salesforce’ button:

Logging_into_Talkdesk_Callbar_-_Salesforce_Single_Sign-on.png

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.

 

Learn more about Talkdesk Single Sign-on (SSO).

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