This page explains how to use MiiTel Phone on Lightning Experience.
Customers who use MiiTel Phone on Salesforce will be able to use convenient features and see display messages.
IMPORTANT
- In order to use this feature, you need to set up a softphone to Salesforce. Please follow the instructions in Set up Salesforce Softphone (Lightning Experience) or Set up Salesforce Softphone (Salesforce Classic).
- If you are using Salesforce Classic, please refer to Use MiiTel Phone with Salesforce Classic.
Contents
Step 1: Display softphone on Salesforce
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Log in to Salesforce as a user with MiiTel Phone enabled.
NOTE
- When you log in but can't connect to MiiTel Phone, please check Unable to log in to MiiTel Phone for Salesforce for details.
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Click MiiTel Phone located on the bottom left of the page to start MiiTel Phone.
IMPORTANT
- If MiiTel Phone is not displayed, softphone installation settings may not have been completed correctly. In this case, check with your organization's Salesforce administrator.
Step 2: Log in to MiiTel Phone
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Enter the login ID and password you received in advance to log in to your MiiTel Phone.
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After logging in, you will see a keypad as displayed in the picture below.
Feature 1: Screen pop for incoming calls
For incoming calls from a person who has their phone number registered on Salesforce, this feature can display the Salesforce page of that customer or multiple customers who have the same phone number on the search results page. To set up this feature, please refer to Screen pop settings for incoming calls (Lightning Experience).
IMPORTANT
- Salesforce integration must be set up.
- Screen pop feature for incoming calls is enabled by default in the initial settings of Salesforce (Lightning Experience).
- Depending on the registration status of the phone number on Salesforce and the phone number for incoming calls, if you would like to customize which page will pop up, you would need to have an administration account of Salesforce. To set up, please refer to Screen pop settings for incoming calls (Lightning Experience).
On the MiiTel Phone incoming calls screen on Salesforce, the registration status of Salesforce of the corresponding phone number is displayed as the picture below. If there is one or more records matching Salesforce, you can receive the call after you open the corresponding customer's Salesforce page.
1Click Answer.
2Enter the necessary information in the registration form.
3Click Save.
IMPORTANT
- While you are entering the registration form, you will not be able to use MiiTel Phone.
1Click Open.
2Record that matches the phone number of the incoming call is searched and displayed. Click to open the record you want to edit during the call.
3Details page of the clicked record is displayed.
4Click Answer when you are ready to answer the call.
1Click Open.
2Details page of the record that matches the phone number of the incoming call is searched and displayed.
3Click Answer when you are ready to answer the call.
Feature 2: Move MiiTel Phone to another location
If you feel that using MiiTel Phone in Salesforce is difficult to use because of the overlap of MiiTel Phone and Salesforce, by the following steps, you can use the phone separately from the screen of Salesforce.
- Click Pop-out button on the top right of MiiTel Phone.
- MiiTel Phone will be displayed as the pop-up is separated from Salesforce page.
- To return the phone to the original location of the Salesforce page, click Pop-in button on the top right of MiiTel Phone.
IMPORTANT
- Popping out or popping in a MiiTel Phone reloads the MiiTel Phone. Therefore, please note that popping out and popping in during a call or time of receiving incoming calls, will lead the phone call itself to stop.
FAQ
Will the phone call still be continued when I change to another page?
- For Lightning Experience, your call will still be maintained even if the page is changed during the call. However for Salesforce Classic, due to the system specifications of Salesforce, the call will be disconnected when the page is changed.