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twilio-conversations-for-salesforce's Introduction

Twilio Conversations for Salesforce

This project was created using Salesforce DX

Twilio Conversations is the backbone of text-based communication across Twilio Frontline and Twilio Flex. There's a lot of valuable information in those conversations. This Salesforce Lightning Component allows your Salesforce users to view the conversations your customers are having with those agents โ€“ with proper security controls, of course โ€“ directly from the Salesforce Contact record.

Implementation

Twilio Conversations for Salesforce is an open source project and unmanaged Salesforce AppExchange app. It's ready to be used out of the box but also provides you with the ability customize as much as you'd like.

Approach 1: Install the AppExchange Unmanaged Package

The easiest way to get started is to simply install the unmanaged Salesforce AppExchange and add the Lightning Component to the Contact record page Layout.

Step 1: Login to your Salesforce Environment

Step 2: Copy & paste this link into your browser

https://app.install.placeholder.com

Step 3: Add the Lightning Component to the Contact Record Page Layout

Step 4: Create a Twilio API Key

Login into the Twilio Console, navigate to API keys & tokens, and create a new API key.

Step 5: Add Twilio Credentials to your Salesforce Environment

Login into your Salesforce environment and create a new Twilio Account record using the API key.

Approach 2: Deploy with Salesforce DX

If you would like to customize the application, you can download this repository and deploy your own application using the Salesforce DX CLI.

(Prerequisites) Install Salesforce DX CLI

Install the Salesforce CLI

Step 1: Login to Salesforce Org with Salesforce CLI

sf login

Step 2: Clone Repo

git clone https://github.com/pBread/Twilio-Conversations-for-Salesforce.git;
cd Conversations-Lightning;
npm install;

Step 3: Deploy

npm run deploy

Step 4: Add the Lightning Component to the Contact Record Page Layout

Step 5: Create a Twilio API Key

Login into the Twilio Console, navigate to API keys & tokens, and create a new API key.

Step 6: Add Twilio Credentials to your Salesforce Environment

Login into your Salesforce environment and create a new Twilio Account record using the API key.

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