--- schema_version: "1" id: 104a9bf419c6c6875c5d43c3dd1a5af470d351c36ee9dc8df58fd68799259d6e title: Deploy Identity Verification Datapacks for Contact Center Console collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_deploy_idv_datapacks_for_contact_center_console.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_deploy_idv_datapacks_for_contact_center_console.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 42c779eac6d0362c333cf9f44b782b02b9b95dbccea323391e562c44c2d2677b description: Deploy Identity Verification (IDV) components to your target org for the Contact Center Console app. products: - Energy and Utilities release: "264" --- # Deploy Identity Verification Datapacks for Contact Center Console Deploy Identity Verification (IDV) components to your target org for the Contact Center Console app. Before you begin: - Be sure that you have installed OpenCTI. See [Install Salesforce Open CTI for Contact Center Console](https://help.salesforce.com/s/articleView?id=ind.installing_salesforce_open_cti.htm&release=264.0.0&type=5 "Install the Salesforce Open CTI to enable service agents to receive calls and use the Identity Verification feature in Energy and Utility Contact Console Center."). - For orgs that use Standard OmniStudio Content and Runtime extract EUC\_Console\_OSRT\_IDV\_Sfdx\_Datapacks to Console\_SFDX\_IDV folder. Create the folder if it doesn't already exist. - For orgs that use Standard OmniStudio Content, extract EUC\_Console\_IDV\_Sfdx\_Datapacks to the ​Console\_SFDX\_IDV​ folder. Create the folder if it doesn't already exist. Then follow these instructions: 1. For each folder, create the file **sfdx-project.json** which contains the following code: ``` { "packageDirectories": [ { "path": "salesforce_sfdx", "default": true } ], "namespace": "", "sfdcLoginUrl": "https://login.salesforce.com", "sourceApiVersion": "59.0" } ``` 2. Move the **package.xml** files from salesforce\_sfdx/main/default to the Console\_SFDX\_IDV folder. ![Console SFDX IDV folder](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/static_resources/console_sfdx_idv_folder.png) 3. Open Console\_SFDX\_IDV in Visual Studio Code. 4. Authenticate your org if you have not already done so. See [Prepare Your Org for Contact Center Console Static Resources](https://help.salesforce.com/s/articleView?id=ind.energy_console_prepare_the_target_org_for_static_resources.htm&release=264.0.0&type=5 "Configure your org and install desktop utilities to prepare for the download and deployment of Contact Center Console resources."). 5. Deploy components from to your target org. 1. In VSCode, in the left panel, right-click the salesforce-sfdx folder. For Mac devices, CMD + click the salesforce-sfdx folder. 2. Click **SFDX: Deploy Source to Org**. If deployment fails for any component, select the components that failed and deploy them individually. 6. Choose the Open CTI Call Center. 1. From Setup, click **Call Centers**. 2. If you don't see Demo Call Center Adapter, click **Import**. 3. In the downloaded [EUC\_open-cti-demo-adapter.zip](https://resources.docs.salesforce.com/rel1/doc/en-us/static/misc/EUC_open-cti-demo-adapter.zip) file, browse to /open-cti-demo-adapter / src / callCenters /, then select **OpenCTICallCenter.xml**. 7. Set the number of optional verifiers in Identity Verification. 1. From Setup, click **Identity Verification Process Details**. 2. Click **Search Account, Contact or Address**. 3. Click **Edit**. 4. For Optional Verifiers Minimum Verification Count, enter 1. 5. Save your changes. 8. Select a call center for the System Administrator. 1. From Setup, click **Users**. 2. Select a system admin user.. 3. Click **Edit**. 4. For Call Center, select **Demo Call Center Adapter**. 5. Save your changes. 9. Allow System Administrator and relevant users access to the Account Number field in the Account object. 1. Go to Setup. 2. In the Object Manager tab, in the Quick Find box, enter Account, and click **Account.** 3. Click **Fields & Relationships.** 4. Select **Account Number**. 5. Click **Set Field-Level Security**. 6. Set System Administrator and any other profile who uses the Identity Verification feature, to **Visible**. For example, you can set the Energy Utilities Contractor user to Visible. 7. Save your changes. ## Troubleshoot Deployment of IDV Datapack If migration of IDV components fails with Visual Studio Code you must deploy the components from the EUC\_Console\_IVDP\_Sfdx\_Datapacks file to your org using Workbench. 1. Deploy the IDV components individually. 2. Complete the set up of Open CTI, optional verifiers, and system admin access. 3. Deploy the remaining IDV components using workbench. ## Deploy IDV Components Individually If the migration of IDV components fails using the package.xml file, you must deploy the components individually. 1. Open Console\_SFDX\_IDV folder in Visual Studio Code. 2. Authenticate your org if you have not already done so. See [Prepare Your Org for Contact Center Console Static Resources](https://help.salesforce.com/s/articleView?id=ind.energy_console_prepare_the_target_org_for_static_resources.htm&release=264.0.0&type=5 "Configure your org and install desktop utilities to prepare for the download and deployment of Contact Center Console resources."). 3. ​To deploy the components individually in VSCode, in the left panel, right-click the following folders, and then click **SFDX: Deploy Source to Org**.​​ - aura - classes - flows - labels - permissionsets After deploying the components individually, you can continue to setting up Open CTI. See Step 6 in [Deploy Identity Verification Datapacks for Contact Center Console](https://help.salesforce.com/s/articleView?id=ind.energy_deploy_idv_datapacks_for_contact_center_console.htm&release=264.0.0&type=5 "Deploy Identity Verification (IDV) components to your target org for the Contact Center Console app."). ## Deploy IDV Components Using Workbench After deploying IDV components individually, you must set up Open CTI and then deploy these IDV components using Workbench. Before you begin, [Deploy Identity Verification Datapacks for Contact Center Console](https://help.salesforce.com/s/articleView?id=ind.energy_deploy_idv_datapacks_for_contact_center_console.htm&release=264.0.0&type=5 "Deploy Identity Verification (IDV) components to your target org for the Contact Center Console app.") then complete Open CTI setup by following steps 6 onwards in [Deploy Identity Verification Datapacks for Contact Center Console](https://help.salesforce.com/s/articleView?id=ind.energy_deploy_idv_datapacks_for_contact_center_console.htm&release=264.0.0&type=5 "Deploy Identity Verification (IDV) components to your target org for the Contact Center Console app."). 1. Download and extract the EUC\_Console\_IVPD\_Sfdx\_Datapacks static resources bundle to Console\_SFDX\_IDV folder. See [Download Datapacks for Contact Center Console](https://help.salesforce.com/s/articleView?id=ind.energy_console_download_static_resources_datapacks.htm&release=264.0.0&type=5 "Download Contact Center Console datapacks from static resources and save them on your computer."). 2. In your system, go to Salesforce\_SFDX / Main / Default of the newly extracted bundle. 3. Select the **IdentityVerificationProcDef** folder and the **package.xml** file, then right-click and select **Compress** to create a zip file. 4. Migrate the zip file using [Workbench](https://workbench.developerforce.com/login.php). 1. In workbench, log in to your target org. 2. Click **Migrate**, then **Deploy**. 3. Select **Rollback on Error**, and **Single Package**. 4. Select the zip file you created in the previous step. 5. Click **Next**, then **Deploy**.