After MiiTel integrates with Salesforce, MiiTel will integrate with the Salesforce record (that matches the phone number you've made or received phone calls by MiiTel Phone). With this, you can register or update Salesforce's records to MiiTel's Contacts or create an activity history of MiiTel's calls on Salesforce.
For Step 1, you will be setting the integration of MiiTel and Salesforce, so that you can retrieve your contacts from Salesforce.
IMPORTANT
- Before you set the integration, please check Before you get started with Salesforce integration.
Contents
How to integrate
IMPORTANT
- MiiTel will verify with the Salesforce user that will be used for this integration. For the details of required access for Salesforce users, please check Required access for Salesforce users that will be integrated.
- For the verification, you'll need to register at least one record in Salesforce's Contact, Account, or Lead. If there are no records registered, MiiTel will not be able to verify, and an error will occur for the settings.
- Log in to MiiTel Admin.
- Click Third Party Integration > Salesforce > Basic settings tab
- Click Integrate.
- You will log in to Salesforce as a Salesforce user (if you have already logged in to Salesforce, the message "Do you want to allow access?" will be displayed. After you check the account details, click Allow.)
- If you do not want to retrieve the Salesforce record, check Check if you are NOT willing to retrieve Salesforce contact information and click Save.
IMPORTANT
- If you have failed to connect, please check Third-party integration error log for details of the error. Also, checking the common error messages may lead you to solve the problem.
Retrieve the contact information from Salesforce
After MiiTel integrates with Salesforce, you can register or update the Salesforce record (that matches the phone number you've made or received phone calls by MiiTel Phone) to our support.
NOTE
- For more details about this integration, please check Structure of Salesforce integration.
If you don't want to integrate Salesforce's contact information with MiiTel's contacts, please change the settings.
- Log in to MiiTel Admin.
- Click Third Party Integration > Salesforce > Basic settings tab
- Check Turn off retrieving Salesforce contact information.
- Click Save.
How to remove the integration
Click Remove integration to remove the integration of MiiTel and Salesforce.
Options: Email notifications for errors on MiiTel-integrated third-party services
When an error occurs in Salesforce integration or other MiiTel-integrated third-party services, you can receive a notification email whenever an error occurs.
Please refer to Email notifications for errors on MiiTel-integrated third-party services to set this notification.