If Salesforce integration is not set up, your contact information in the call history (from your phone calls) will not be reflected in the Salesforce record. (They will also not be added to Contacts in MiiTel Analytics.) For this case, Unknown company and Unknown contact will be displayed on Call History and Call History List. If you set it to retrieve contacts from Salesforce, you can retrieve Salesforce records that match the phone numbers in the call history. Also, your contact information will be reflected in Contacts and the call history.
IMPORTANT
- To use this feature, you must set up the Salesforce integration.
Contents
How to retrieve contacts
- Log in to MiiTel Analytics.
- Click Call History.
- Select the call history you want to retrieve contacts from Salesforce.
- Click Operation > Retrieve new contact from Salesforce
- Log in to MiiTel Analytics.
- Click Call History List.
- Check all contacts you wish to retrieve from Salesforce (you can select up to 25).
- Click Operation > Retrieve new contacts from Salesforce
IMPORTANT
- After you conduct this step, you will not be able to retrieve contacts for 15 seconds. Also, this registration is done per tenant, so if one user conducts this step, other users will not be able to retrieve contacts for 15 seconds.
- If you fail to retrieve contacts, please check the below.
- Check if there are any errors in the third party integration error log. (You may have to try logging in to MiiTel Analytics by an account with administrative privileges.)
- Check if the phone number matches the call history is created in Leads, Contacts, or Accounts.
- Check if the phone number is displayed in a standard field.
- Check if any other users retrieved contacts at the same time (How to check the operation history for the actions of retrieving contacts)
How to check the operation history for the actions of retrieving contacts
- Log in to MiiTel Admin.
- Click Security > Audit Log.
- Set Contacts in Operation. After clicking "+" on the log, you can check the following details.
Executed at: Time when the contact was retrieved
Operation: Operation details (if contact details were retrieved, it would be displayed as "Contact/Update")
Old properties / New properties: ID of the retrieved Salesforce record
User: Username who conducted the operation
IP address: IP address of the user who conducted the operation