ACD Voicemail Salesforce Deployment Guide

Watch how to setup in Salesforce and see how it works here.

Table of Contents

• Prerequisites
• Deployment Steps
• VS Code Deployment (Using Salesforce Extension Pack)
• Project Components
• Post-Deployment Configuration
• Troubleshooting
• Environment-Specific Deployments
• Best Practices
• Quick Deploy Script
• Support
• References

Prerequisites

1. Software Requirements

• Salesforce CLI (latest version)

  npm install -g @salesforce/cli

• Node.js (version 18 or higher)
• Git (for version control)
• VS Code with Salesforce Extension Pack (recommended)

2. Salesforce Environment

• Access to a Salesforce org (Production, Sandbox, or Developer Edition)
• System Administrator permissions
• API access enabled

3. Verify CLI Installation

sf --version

Deployment Steps

Step 1: Authenticate with Your Salesforce Org

For Production/Developer Edition:

sf org login web --alias prodOrg

For Sandbox:

sf org login web --alias sandboxOrg --instance-url https://test.salesforce.com

Verify Authentication:

sf org list

Step 2: Set Default Org (Optional)

sf config set target-org prodOrg

Step 3: Validate Deployment (Recommended)

Before deploying, validate your metadata:

sf project deploy validate --source-dir force-app

Step 4: Deploy to Salesforce

Option A: Deploy All Metadata

sf project deploy start --source-dir force-app

Option B: Deploy Specific Components

# Deploy only LWC components
sf project deploy start --source-dir force-app/main/default/lwc

# Deploy only static resources
sf project deploy start --source-dir force-app/main/default/staticresources

Step 5: Verify Deployment

sf project deploy report

VS Code Deployment (Using Salesforce Extension Pack)

Prerequisites for VS Code Deployment

1. Install Salesforce Extension Pack:

   • Open VS Code
   • Go to Extensions (Ctrl+Shift+X)
   • Search for "Salesforce Extension Pack"
   • Install the official extension by Salesforce

2. Open Project in VS Code:

   code .

VS Code Deployment Steps

Step 1: Authorize Org in VS Code

1. Open Command Palette (Ctrl+Shift+P)
2. Type: SFDX: Authorize an Org
3. Select your org type:
   • Production/Developer: Select "Production"
   • Sandbox: Select "Sandbox"
4. Enter org alias (e.g., vscodeOrg)
5. Complete authentication in browser

Step 2: Set Default Org

1. Command Palette (Ctrl+Shift+P)
2. Type: SFDX: Set a Default Org
3. Select your authorized org

Step 3: Deploy Using VS Code

Option A: Deploy Entire Project

1. Right-click on force-app folder
2. Select SFDX: Deploy Source to Org

Option B: Deploy Specific Components

1. Right-click on specific file/folder (e.g., lwc/acdVoicemailViewer)
2. Select SFDX: Deploy Source to Org

Option C: Deploy from Explorer

1. Select files in Explorer
2. Right-click → SFDX: Deploy Source to Org

Step 4: Monitor Deployment

• Check Output panel (View → Output)
• Select "Salesforce CLI" from dropdown
• Monitor deployment progress and results

VS Code Useful Commands

Command	Shortcut	Description
SFDX: Deploy Source to Org	-	Deploy selected metadata
SFDX: Retrieve Source from Org	-	Pull changes from org
SFDX: Create Lightning Web Component	-	Generate new LWC
SFDX: Execute Anonymous Apex	Ctrl+Shift+P	Run Apex code
SFDX: Open Default Org	-	Open org in browser

VS Code Status Bar

• Bottom-left corner shows current default org
• Click org name to switch between authorized orgs
• Green checkmark indicates successful connection

Project Components

This project includes:

• Lightning Web Component: acdVoicemailViewer
• Static Resource: GenesysAuthCallback.html
• Metadata: Applications, layouts, permission sets, tabs, etc.

Post-Deployment Configuration

1. Assign Permission Sets

Navigate to Setup → Users → Permission Sets and assign relevant permissions to users.

2. Configure App Settings

• Go to App Launcher → ACD Voicemail (if application is included)
• Configure any custom settings or metadata

3. Test Components

• Navigate to the Lightning App Builder
• Add the acdVoicemailViewer component to a page
• Test functionality

Troubleshooting

Common Issues:

Authentication Error

No authorization information found for [orgAlias]

Solution: Re-authenticate using sf org login web --alias [orgAlias]

Deployment Failures

Check deployment status:

sf project deploy report --job-id [deployment-id]

Component Conflicts

Solution: Use --ignore-conflicts flag (use with caution):

sf project deploy start --source-dir force-app --ignore-conflicts

Rollback Deployment

If you need to rollback:

1. Use Salesforce Setup → Deployment Status
2. Find your deployment and click "Quick Deploy" on a previous successful deployment

Environment-Specific Deployments

Development to Staging

sf org login web --alias staging --instance-url https://test.salesforce.com
sf project deploy start --source-dir force-app --target-org staging

Staging to Production

sf org login web --alias production
sf project deploy validate --source-dir force-app --target-org production
sf project deploy start --source-dir force-app --target-org production

Best Practices

1. Always validate before deploying to production
2. Use version control - commit changes before deployment
3. Test in sandbox first
4. Deploy during maintenance windows
5. Keep deployment logs for troubleshooting
6. Use change sets for complex deployments across multiple orgs

Quick Deploy Script

For convenience, you can use the included deploy.bat file:

deploy.bat

Support

For deployment issues:

1. Check Salesforce Setup → Deployment Status
2. Review deployment logs
3. Verify user permissions
4. Check component dependencies

References

Official Salesforce Documentation

• Salesforce CLI Setup Guide
• Salesforce DX Developer Guide
• Salesforce CLI Command Reference
• Lightning Web Components Developer Guide

VS Code Extensions

• Salesforce Extension Pack
• Salesforce Extensions Documentation

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Note: This project is configured for sandbox deployment by default (see sfdx-project.json). Update the sfdcLoginUrl if deploying to production.