Set Up and Publish Your Partner Telephony Package

To get started with Salesforce Voice with Partner Telephony, set up and publish a managed package. With this package, you can develop and distribute resources that are needed to integrate your telephony system with Salesforce Voice and enable Salesforce Voice in an 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.

Important

We assume that you’re a Salesforce admin who is comfortable using git, generating public and private keys, and working with Salesforce APIs.

Note

To integrate your telephony system with Salesforce Voice, you’ll also include a connector in your package that enables Salesforce and your telephony system to talk to each other. The connector enables inbound and outbound calling as well as common call controls such as mute, hold, and transfer.

  • Using Scratch Orgs

    When developing your managed package, we recommend using a scratch org. The scratch org is a source-driven and disposable deployment of Salesforce code and metadata.

  • Create a Salesforce Voice Package

    With this managed package, you can develop and distribute resources that are needed to integrate your telephony system with Salesforce Voice and enable Voice in an org.

  • Get Started with the Quick Start Partner Telephony Package

    You can explore the partner telephony features in your partner telephony-enabled org. We’ve published a sample quick start package that you can install in your org, create a contact center, and get started.