Set Up Your Production Org
After you’ve installed the managed package, set up your production org.
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.
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Set Up Omni-Channel and a Lightning Console App
Salesforce Voice uses Omni-Channel to send calls to reps in your Lightning console app. Reps use the Phone tab in the Omni-Channel utility to accept or decline calls and use other call controls.
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Set Up Salesforce Voice with Partner Telephony in Your Org
When Salesforce Voice with Partner Telephony licenses are added to an org, Salesforce admins in the org can open the Partner Telephony Setup page and follow the steps to set up their contact center. This guide describes how you can customize that experience.