Before you set up Salesforce Voice with Telephony Providers (formerly Service Cloud Voice), complete these prerequisites.
Required Editions
- Salesforce Voice Planning Checklist
Before you begin setting up your Salesforce Voice with Telephony Providers (formerly Service Cloud Voice) contact center, take care of essential planning steps. These steps highlight best practices for using Salesforce Voice with Telephony Providers and help you understand what to expect during your Voice rollout. - Prepare Your Network for Salesforce Voice
To minimize connectivity problems, prepare your network and rep machines for Salesforce Voice with Telephony Providers (formerly Service Cloud Voice). - Verify that Omni-Channel is Enabled
Before you can turn on Voice, enable Omni-Channel so your support team can make and receive calls. - Set Up Identity Provider
Before turning ON Voice, you must configure the Identity Provider. - Salesforce Voice Limits and Limitations
Before setting up Salesforce Voice with Telephony Providers (formerly Service Cloud Voice), review its limits and limitations.