Salesforce Voice with Partner Telephony Developer Guide

Overview
Recent Changes
Publish Partner Telephony Package
Using Scratch Orgs
Create a Salesforce Voice Package
Create Developer Hub and Namespace Orgs
Create a Salesforce DX Project
Create and Deploy Your Package
Assign User Permissions
Generate a Self-Signed Certificate with OpenSSL
Get Started with the Quick Start Partner Telephony Package
Set Up Your Production Org
Add Support for Voice Resiliency
Connect Telephony System to Salesforce
Set Up Authentication
Customize Your Implementation
Start Calls
During Call Actions
Post-Call Actions
Route Calls
Transfer Calls
Disable Call Actions
Desk Phone Support
Enable Headset Support
Additional Info
Apex Reference
Service Cloud Connector API Reference
Troubleshooting
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Assign User Permissions

Salesforce Voice with Partner Telephony comes with user permissions that must be assigned to users as part of the Salesforce Voice Contact Center Admin (Partner Telephony) and Salesforce Voice Contact Center Agent (Partner Telephony) permission sets.
  • Salesforce Voice Contact Center Agent for External Telephony Provider: Access contact centers that use an external telephony provider.
  • Salesforce Voice Contact Center Admin for External Telephony Provider: Manage contact centers that use an external telephony provider.
  • View Call Recording: View call recordings.
  • Control Call Recording: Pause and resume recording of individual calls.