Salesforce editions that can be integrated with MiiTel are the following.
| Essential | Professional | Enterprise | Unlimited | Lightning Platform Starter/Plus |
Performance |
Developer |
|
|---|---|---|---|---|---|---|---|
| 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.