Access the client


Note: This article applies to PureCloud for Chrome, PureCloud for Firefox, PureCloud for Salesforce, and PureCloud for Zendesk.

The following content applies to PureCloud for Chrome and PureCloud for Firefox.

To access the client, click the PureCloud icon in the top toolbar in Chrome or Firefox. The client appears as an overlay that you can move around. 

Once you log in, the logo in the top toolbar changes from gray to red. See Log in to the client. When you close the client or log out, the PureCloud icon in the top toolbar changes to gray.

You can close or hide the client from the menu bar.

Note: The client must remain open to receive interactions. 

Client access in browsers

The PureCloud for Salesforce client can run in Salesforce Classic (both Sales Cloud and Service Cloud) and in Lightning Experience. For information about setup and limitations with Lightning Experience, see Salesforce Lightning Experience.

Note: Access to Service Cloud requires a special license from salesforce.com.

Sales Cloud

In Sales Cloud, the client is a fixed vertical pane that you cannot move or resize. The client appears on all Salesforce pages in Sales Cloud except for a few types of pages. These types of pages, such as reports and feed-based page layouts, fill the width of the browser and temporarily hide the client.

Service Cloud

In Service Cloud, the client appears as an overly that you can move in the browser window, detach and move to a new browser window or tab, or close. Because the client is an overly, the client is visible on every page in Service Cloud. 

To access the client, click Phone  in the lower-left or lower-right corner of certain Salesforce pages.

To detach or reattach the client, click New Window  in the upper-right corner of the client.

To close the client, click Minimize  in the upper-right corner of the client.

Note: If you close the client, the client automatically opens when an interaction alerts.

Lightning Experience

In Lightning Experience, the client appears as an overlay that you can detach and move to a new browser window or tab, or close. Because the client is an overlay, the client is visible on every page in Lightning Experience. 

Note: If Enable Client Events is selected in the call center settings, you cannot detach the client from the browser window. For more information, see Configure call center settings.

To access the client, click Phone in the lower-left corner of certain Salesforce pages.

To detach or reattach the client, click New Window in the upper-right corner of the client.

To close the client, click Minimize in the upper-right corner of the client.

To access the client, click the PureCloud icon in the top toolbar in Zendesk. The client appears as an overlay on your Zendesk page.

You cannot move or resize the client, but you can switch between hiding and showing the client by clicking the logo.

Note: If you hide the client, when an interaction alerts, then the client automatically opens.

Client access in Zendesk

For more information about the integrations, see About the PureCloud browser extensions, About PureCloud for Salesforce, and About PureCloud for Zendesk.