Salesforce CTI Integration & Migration Checklist
Prepare for Open CTI retirement, assess your current setup, and plan a smoother Salesforce CTI migration.
Check out this practical five-page checklist to identify dependencies, confirm setup requirements, test essential call workflows, and evaluate your next CTI solution.
- 1Audit
- 2Prepare
- 3Validate
- 4Select
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Built for the Teams Who Own Your Calling Setup
This checklist is designed for Salesforce administrators, RevOps leaders, IT teams, and contact center managers who are implementing Salesforce CTI, evaluating a new provider, or preparing an existing Open CTI setup for retirement.
Salesforce administrators
RevOps leaders
IT teams
Contact center managers
It provides a clear framework to reduce migration risks and avoid missed technical or operational requirements.
What You Will Learn
How to identify whether your current solution depends on Open CTI
Which call controls, integrations, fields, and automations need to be audited
What to confirm before configuring Salesforce CTI, routing, or IVR
How to map Task-based call activity to the required future data model
Which screen pops, call logs, recordings, routing rules, and agent workflows to test
How to diagnose common CTI issues and compare potential solutions
Take the 60-Second Readiness Check
Tick every statement that applies to your Salesforce calling setup. If you checked two or more items, begin discovery and planning work now. The full checklist walks you through every step, in order.
Four Stages to a Smoother Salesforce CTI Migration
Audit Your Current CTI Before You Migrate
Identify dependencies across call controls, data, routing, reporting, and integrations.
Confirm Setup and Migration Prerequisites
Confirm Salesforce, telephony, user, data, security, and compliance requirements.
Test the Full Call Journey Before Go-Live
Test real call journeys, diagnose failures, and document go-live sign-off.
Choose a CTI You Can Support After Go-Live
Compare solutions on operational fit, support, AI, governance, and total cost.
Is Your Salesforce Calling Setup Ready for What's Next?
Download the checklist, or bring your current provider, agent count, and top call journeys to a free Salesforce CTI readiness assessment with our team.