Salesforce editions that can be integrated with MiiTel are the following.
|Install MiiTel Phone to Salesforce *1||○||○||○||○||○||○||○|
|Click to call||○||○||○||○||○||○||○|
|Pop-ups for incoming calls||○||○||○||○||○||○||○|
|Retrieve records *2||×||×||○||○||○||○||○|
|Save activity history *3||×||×||○||○||○||○||○|
*1: Please refer to Step 5: Salesforce Softphone Deployment for setup instructions.
*2: Please refer to Step 1: Salesforce Integration - Basic Settings for setup instructions.
*3: Please refer to Step 2: Salesforce Activity History Integration for setup instructions.
- You cannot integrate the information from Leads with Salesforce Platform, due to restrictions of the product.
- You cannot use MiiTel for Salesforce with Experience Cloud (formerly known as Community Cloud) and Marketing Cloud.