You can customize the pop-up features when you receive a call to MiiTel Phone on Salesforce, depending on the registration status of the phone number (for incoming calls).
For the following 3 registration statuses of phone numbers (for incoming calls), you can also set the below for incoming calls.
(Pop-up features are available on wide mode.)
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.
IMPORTANT
- This feature is not available in Salesforce Classic.
- This setting can only be changed by users that have administrative privileges on Salesforce.
- To use this feature, you will have to adopt MiiTel Phone on Salesforce.
Settings
- Log in with an admin account on Salesforce.
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Click Settings from Settings (wheel icon) on Salesforce.
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Enter softphone layout in the search box.
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From the search results, click Softphone Layouts.
- Click Edit next to the name of an existing layout definition.
- In Select call type, choose the type of call.
- In Screen Pop Settings, you can specify which Salesforce page to be displayed for the following 3 matching conditions.
- No matching records
- Single-matching record
- Multiple-matching records
- Click each item and make the appropriate settings.
- Don't pop any screen: Setting to not move to a different screen when you received an incoming call.
- Pop to new page (This setting is only available for No matching records.)
IMPORTANT
- You can select the new registration destination object as shown in the picture below. However, MiiTel receives the account name and contact person name based on the phone numbers created in Contacts, Account, and Leads. Therefore, we recommend you to set Contacts, Account, and Leads or other objects that link to these objects mentioned.
- Pop to Visualforce page: Setting to move to the specified Visualforce page.
- Pop to flow: Setting to move to the specified flow.
IMPORTANT
- If you would like to create a MiiTel call history for a new record, please note the following.
1. Select After call ends in Activity history registration of Salesforce integration.
2. Complete the new registration before you end the call.