Salesforce Voice with Partner Telephony Developer Guide

Overview
Recent Changes
Publish 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
Associate Partner Telephony Users and Groups with Queues
Change Status While on a Call
Transcribe Calls in Real Time
Send Real-Time Signals
Supervisor Listen In or Barge In
Send Additional Call Information
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.

Transcribe Calls in Real Time

To see transcriptions in real time, add the Enhanced Conversation component to the Voice Call record page through the Lightning App Builder. You can add this component for orgs that use Salesforce Voice with Amazon Connect. For orgs that use Salesforce Voice with Partner Telephony, add this component only if your telephony provider supports transcription.

You can create and send transcripts for one voice call at a time or in bulk. To send transcripts for one voice call at a time, use the Create Transcript API. To send transcripts in bulk, use the Create Transcripts in Bulk API. You can also use the Connect REST API to upload or update transcripts.

The Create Transcript API and Create Transcripts in Bulk API use JWT authorization to communicate with Salesforce, so make sure to send the transcribed messages with a valid JWT token.

You can also use the Connect REST API to upload or update transcripts.

Review the following information before you configure real-time transcription:
  • Review the transcript-related limitations specified in the Salesforce Voice Limits and Limitations page.
  • When specifying the vendorCallKey for a transferred call, use the vendorCallKey of the parentVoiceCall. That is, use the vendorCallKey of the voice call (VoiceCall) record for the call with the original rep.
  • In consult call use cases where a consult call hasn't merged with a multiparty call, use the vendorCallKey of the voice call record created for the consult call. To transcribe a consult call after it has merged with a multiparty call, use the vendorCallKey of the first voice call record created for the multiparty call.
  • During a conversation that involves a transfer, all calls in the conversation get transcripts from the entire call. After the call ends, the transcript disappears from the conversation body component for a brief period while the post-call association takes place.
  • The post-call association process is triggered by the conversation closed event. This process ensures that the transcript for each call segment only includes the conversation during that time period. This process can take a few minutes.