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          Deploy Identity Verification Datapacks for Contact Center Console

          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.

          • 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
          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.
          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 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.
          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.

          Deploy IDV Components Using Workbench

          After deploying IDV components individually, you must set up Open CTI and then deploy these IDV components using Workbench.

          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.
          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.
            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.
           
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