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Configure Twilio Credentials
The Life Sciences Customer Engagement managed package includes the named and external credentials for Twilio. To finalize the setup, add authentication parameters such as the Twilio account ID, authorization token, API key, and secrets.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To create, edit, or delete external credentials: | Manage Named Credentials or Customize Application |
- From Setup, in the Quick Find box, search for and select Named Credentials.
- Select External Credentials, and then select Twilio External Credentials.
- In the Principals section, edit the Twilio credentials.
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In the Authentication Parameters section, add these parameters.
Parameter Name Parameter Value accountIdEnter the Twilio account ID (Account SID). authTokenEnter the Twilio authorization token (Auth Token). apiKeyEnter the Twilio API key. secretEnter the Twilio API secret. awsAccessKeyIdEnter the AWS S3 access key for reading the recording files. awsSecretEnter the AWS S3 secret for reading the recording files.
Note The awsAccessKeyId and awsSecret are required only if Twilio compositions are configured for storage on an external s3 bucket. If you use the s3 bucket, the policy for the access key requires read access to recording files. - Save your changes.
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Create a permission set that provides access to Twilio credentials.
- Create a permission set.
- Select External Credential Principal Access, and then select Edit.
- Move twilioExternalCredential - Twilio Credentials from Available External Credential Principals to Enabled External Credential Principals, and then select Save.
- Select Permission Set Overview, and then select Object Settings.
- Select User External Credentials, and then select Edit.
- Turn on Read permissions, and then save your changes.
- Assign the permission set to users who work with video calls.
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