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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.

The quick-start-partner-telephony package has two ConversationVendorInfo records. You can reference one while creating a contact center. The difference between them is the connector URL: one points to localhost (127.0.0.1) and another points to a Visualforce page (quickStartPT__quickStartPTVFConnector). Both of them require you to run a local server. For localhost, you must host the connector from http://127.0.0.1. For the Visualforce page, you need the server to call SCRT APIs.

The package also includes an LMS channel and Aura/LWC Record Home and bridge components. The Visualforce page connector uses the AuraBridgeComponent. The localhost connector uses the lwcBridge component.

The package includes these components:

Name Type Description
AuraLmsSample Aura Component Bundle Voice Call Record Home Aura Component to demonstrate LMS
AuraMessageBridge Aura Component Bundle Aura bridge component needed for LMS messages
ServiceCloudVoiceMessageChannel Lightning Message Channel LMS channel
connectorPage Visualforce Page Connector page used as connector URL
demoConnector Static Resource JS script referenced in Connector VF page
loginPage Visualforce Page demo login page used in Omni-Channel for partner login
login_page Static Resource JS script referenced in login VF page
logo Static Resource Image icon
lwcBridge Lightning Web Component Bundle LWC bridge component needed for LMS messages
lwcLmsSample Lightning Web Component Bundle Voice Call Record Home LWC Component to demonstrate LMS
quickStartPTVFConnector Conversation Vendor Information Conversation Vendor Info record for VF page connector
quickStartPartnerTelephony Conversation Vendor Information Conversation Vendor Info record for localhost connector
remote_control Static Resource VF page for simulator page (also known as “remote”)
simulatorPage Visualforce Page JS script referenced in Simulator VF Page
slds_stylesheet Static Resource CSS for Simulator VF Page
symbols Static Resource Image icons
  1. Install the quick-start-partner-telephony package in your org.
  2. After installing the quick-start-partner-telephony package, follow the Partner Telephony Setup instructions to create a contact center and assign permission sets.
  3. Import a contact center XML (see the sample XML in Set Up Service Cloud Voice with Partner Telephony in Your Org).
  4. Set reqVendorInfoApiName as needed.
    • For the connector from localhost:
      1<item sortOrder="2"
      2        name="reqVendorInfoApiName" label="Conversation Vendor Info Developer
      3        Name">quickStartPT__quickStartPartnerTelephony</item>

      quickStartPartnerTelephony is the developer name of the Conversation Vendor Info record where the connector URL is pointing to localhost (that is, https://127.0.0.1:8080). Make sure the connector is running on localhost 8080.

    • For the connector from the Visualforce page:
      1<item sortOrder="2"
      2        name="reqVendorInfoApiName" label="Conversation Vendor Info Developer
      3          Name">quickStartPT__quickStartPTVFConnector</item>
      Start a server for SCRT server calls (such as inbound call, transcription, and call recording) and one initial call to set org details. The VF page included in the package uses localhost:3030 for SCRT calls (that is, http://127.0.0.1:3030/). Configure the org details using the configureTenantInfo call. You must enable Cors on the server to enable calls to the other domain from the VF connector.
      • Run npm install cors in the demo connector.
      • Add the following two lines in server.js.
        1import cors from 'cors';
        2app.use(cors());
  5. Set reqVendorInfoApiName as needed below.