CRM
SDK and connectors when there is no adapter
Plus adapters, version lists that age, the SDK, and Salesforce inside the IVR.
CRM integrations ยท advanced ยท 12 min full read
The API product page lists a CRM SDK and web connectors beside the CTI, configuration, reporting, and statistics web services, plus Web2Campaign. The desktop page says bring your own CRM with the SDK.
- Use the SDK or a connector on purpose
- Own the retest
A connector is a lighter pop. An SDK integration is code. Neither is maintained as a managed package by the Salesforce story. You own the tests when Five9 or the CRM moves.
Say who patches it.
Scope the pop
Write what the connector will and will not do.
- Open the record
- Not replicate every adapter button
- Name the retest
The scope is short.
- SDK named? Yes.
- Connectors named? Yes.
- Who retests custom code? You.
- URL pop scope? Smaller than a full adapter.
- APIs and SDKs. vendor. last checked 2026-10.
- Agent Desktop. vendor. last checked 2026-10.
Glossary. Retention: Separate clocks for audio, E911 recordings, agent data, campaign state, domains, and DIDs. Data retention
Sister technologies. GenAI Studio. Prompts and knowledge. Agent Assist summaries are the initial consumer the page names. GenAI Studio
Config. Write what the connector will and will not do.
Troubleshooting. Nobody owned a retest. Retest and fix the SDK pop.
Cross-platform bridge. A mapping to another PBX or contact center is a teaching bridge. It is not an import button.
Future hook. The guide's cloud endpoint stays unset. Confirm before relying on a dated catalog or a case-study number.