If you can't integrate Salesforce's contact information into Contacts in MiiTel Analytics, the following may be the cause of the problem. Please check this page for details.
"Turn off retrieving Salesforce contact information" is checked in Salesforce integration settings
Please check if Turn off retrieving Salesforce contact information is checked under Basic Settings in Salesforce integration. If it is checked, you won't be able to retrieve the record details from Salesforce. If you would like to set it to retrieve the information, uncheck Turn off retrieving Salesforce contact information and click Save.
The phone number is not registered in Salesforce
When you make a call or receive a call, please check if the phone number is saved in the standard Phone field or standard Mobile field of the following objects in Salesforce, listed below.
- Person Accounts
The retrieved information is stored in a custom object or custom field
MiiTel performs the search from Phone and Mobile fields in Contacts, Account, Lead, and Person Accounts. Therefore, information that is stored in custom objects, custom fields, and fields other than the above cannot be retrieved.
Incorrect format on the phone number registered in Salesforce
MiiTel uses phone numbers to search for data on Salesforce. For phone numbers in Japan, the search is done in two different ways: with hyphens and without hyphens. However, the search may fail if the hyphen is not placed properly, or if spaces or parentheses are used to separate the numbers.
The username and password of the user for integration are incorrect
If the username, password, or security token that was set up for Salesforce integration has been changed, receiving the information will not be successful. If you have entered the incorrect information, please change the settings again.
There is an error during integration with Salesforce
Sometimes, activity history may not be registered in Salesforce due to an error during integration. Please check the error log for external integration, and change the settings with reference to how to solve each error.