Twilio for Salesforce is a managed package for Salesforce that brings programmable communications to your Salesforce environment.
Create a Salesforce developer account at Start by configuring your Flex-Salesforce Integration by navigating to the The following parameters are required for the configuration:Select this option if you want to deploy the Flex-Salesforce Integration using Single Sign-On (SSO).Always check this option if you are operating in a production environment. (Optional) If you want to use a different Workflow than the default Workflow, please supply the Workflow SID here. Click on the App Launcher and select the Console application that you configured with Open CTI; Find Twilio Flex in the bottom right corner of the screen and select it. In order to extend the default Flex-Salesforce integration, you must first scaffold a new plugin by using the Twilio Plugin builder: npx create-flex-plugin plugin-sfdc cd plugin-sfdc npm install To get a fresh start, remove the folders /components and /states and delete all unneeded imports from the file SfdcPlugin.js .
Sending your feedback... We introduced a workaround to this Salesforce bug in the Flex Salesforce Integration, which has now been removed.
Starting Summer 17 release, a Salesforce bug caused the bottom portion of the CTI window to be hidden behind the Utility bar. In this guide, you will learn how to configure Flex within Salesforce, configure outbound calling, enable SSO (Need to create a new Salesforce organization for your proof of concept? You are viewing an outdated version of this SDK. These tutorials and guides will explain in detail, with pictures and explanations, what you need to do to enable common features and expand functionality in Salesforce.Need to use other Twilio products than Messaging?
If you are not sure what this is, then leave it empty(Optional) If you want to use a different Task Channel than the default Voice Channel, please supply the Task Channel SID here. If not, leave it empty. Twilio for Salesforce is priced at $15 per seat per month and currently offers a free 30 day, 30 seat trial.
Open the Twilio Flex Single Sign-On admin page. We all do sometimes; code is hard. If not, leave it empty. Take advantage of discount pricing, expert help, and $500 in free API credits Setup SSO in Twilio Flex. Leave this unchecked if you are planning to test the integration using your Twilio Account/Project login credentials. From your Salesforce account, initiate multiple inbound or outbound calls, SMS messages, chats, or any other communications channel configured on your Twilio Flex Project. You are viewing an outdated version of this SDK. Sending your feedback... Get help now from our We've got you covered with these quick guides. Want to integrate with the Salesforce 1 Mobile application?
How could this documentation serve you better?With out-of-the-box support for Salesforce Open CTI, you can now power your Salesforce environment with omnichannel communications offered by Flex.