CRM
Salesforce modules inside the IVR
Plus adapters, version lists that age, the SDK, and Salesforce inside the IVR.
CRM integrations ยท advanced ยท 12 min full read
The IVR modules chapter includes a Salesforce module and an SFDC Einstein module, plus Contact Update and Lookup Contact Record. Those run in the script, before an agent exists. They are not the Plus adapter the agent uses after connect.
- Say whether you mean the IVR module or the adapter
- Test both
A design that 'integrates Salesforce' must say which of those it means. The ZIP example used a generic Query, not the Salesforce module. Use the Salesforce module when the target is Salesforce. Use Query when the target is some other service.
Both can say Salesforce.
Two projects
Label a before-agent lookup and an after-connect screen.
- Salesforce module
- Plus adapter
- A variable that connects the story
You used both names.
- IVR Salesforce module? A script block.
- Einstein module? Named in the chapter.
- ZIP example? Query, not the Salesforce module.
- After connect? The adapter.
- IVR modules. vendor. last checked 2026-10.
- XML web service IVR example. vendor. last checked 2026-10.
- Agent Desktop. vendor. last checked 2026-10.
- Interactive voice response. wikipedia. last checked 2026-10.
Glossary. RFC 4733: Telephone events, the usual way DTMF rides in the media. RFC 4733
Sister technologies. Certified Caller. STIR/SHAKEN attestation for FCC and CRTC. Separate from profile ANI. Certified Caller
Config. Label a before-agent lookup and an after-connect screen.
Troubleshooting. Only the script module was built. Deploy the adapter for the agent.
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.