Clone Before You Build

The fastest migration path is not to build from scratch; it's to clone the demo connector and replace parts one at a time. The demo connector is a complete, deployable Salesforce Voice with Partner Telephony connector with all required methods stubbed out and working.

The demo connector handles:

  • The full VendorConnector + TelephonyConnector scaffold
  • All required event types (CALL_STARTED, CALL_CONNECTED, HANGUP, etc.)
  • Rep status sync, ACW, recording toggle, mute, and hold
  • A mock telephony backend that you replace gradually
  • A built-in CCaaS.html call simulator for local end-to-end testing without a real backend

To get started with the demo connector, take these steps.

  1. Clone the demo connector as your migration starting point.

    git clone https://github.com/salesforce-misc/byo-demo-connector
    cd byo-demo-connector
    npm install
    
  2. Clone your Open CTI adapter for reference alongside it.

    git clone {your-open-cti-adapter-url}
    
  3. Open both repositories in your code editor or IDE side by side.

  4. Deploy the Salesforce-side org metadata by cloning and using the quickstart.

    git clone https://github.com/salesforce/scv-partner-telephony-quickstart
    cd scv-partner-telephony-quickstart
    sf org create scratch -f config/project-scratch-def.json -a scv-migration
    sf project deploy start