Step 4 : Configure the Salesforce User

If you set a Salesforce user, when you register an activity history, the "Assigned to" will be registered as the Salesforce user you set (the "Created by" and "Last updated by" will be the users set in "Salesforce integration" due to Salesforce restrictions. ).

To register this feature, you need to add "Salesforce integration" and "Salesforce Activity History Linkage" must be configured in advance.
  1. In MiiTel Analytics [set] __________2019-10-01_18.33.51.png.
  2. Click User Management, click the Edit button for the user information you want to configure, and then click Salesforce User Settings.

  1. Select the appropriate Salesforce user and click the Save button.

Back : Step 3: How to verify your Salesforce security token

Next : Step 5: Salesforce Softphone Deployment (Lightning Experience)
Next : Step 5: Salesforce Softphone Deployment (Salesforce Classic)

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