Customize Your Implementation

Use this information to customize the setup and add vendor value to your implementation.

This guide is for telephony providers who are creating a solution that integrates Salesforce Voice with their telephony system. If that’s not you, see the Salesforce Voice with Telephony Providers Implementation Guide or Salesforce Help. To update your solution to include Bring Your Own Channel for CCaaS Messaging capabilities along with Salesforce Voice, see the Bring Your Own Channel Developer Guide.

Important

  • Provision Contact Center Keys Automatically

    When a contact center is created and connected with the partner telephony system, the public key for the contact center can be provisioned automatically with an Apex call to the partner system.

  • Add a Partner Settings UI to Omni-Channel

    Partners can launch a Lightning component from the Omni-Channel widget with their own additional settings. This Lightning component is shown in the Additional Settings section along with other common rep settings.

  • Configure Multiple Connector URLs

    You can add multiple connector URLs and the corresponding login URLs in the managed package. The admin can select a connector URL during contact center creation or from the contact center details page.

  • Customize Error Messages

    Improve rep efficiency by displaying custom error messages in the Omni-Channel utility whenever a telephony action fails. By default, generic labels are displayed.

  • Communicating with Lightning Components

    If you set up Salesforce Voice with Partner Telephony, enable communication between the Lightning components and your telephony system. You can do this by creating a Lightning Message Service (LMS) bridge and/or configuring the Salesforce Voice Toolkit APIs.