If the MiiTel activity history cannot be created due to an error, you can manually create the activity history on your own. The activity history will include the details of each item set in Salesforce activity history integration.
Permissions or subscriptions required
- You would need to set up Salesforce integration and Salesforce activity history integration.
- Before manually creating the activity history in Salesforce, please check if another process, such as RPA (Robotic Process Automation), is not the trigger of Salesforce activity history registration or check if you will not experience any problems even if that process is executed.
Contents
How to manually create the activity history
- Visit https://account.miitel.jp/v1/signin and log in to MiiTel Analytics.
- Click
Call History.
- Select the call history you want to create as an activity history on Salesforce.
- Click Operation > Create new Salesforce task.
- Visit https://account.miitel.jp/v1/signin and log in to MiiTel Analytics.
- Click
Call History List.
- Check all call histories you want to create as an activity history on Salesforce. (You can check up to 25 histories).
- Click Operation > Create new Salesforce task.
IMPORTANT
- After you perform these steps, you will not be able to manually create the activity history for 15 seconds. Also, this registration is done per Company ID, so if one user performs these steps, other users will not be able to manually create the activity history for 15 seconds.
- Call histories that are already saved in Salesforce will not be created.
-
If you fail to manually create the activity, please check the below.
- Check if there are any errors in the third-party integration error log.
- Check if the Salesforce activity history link is displayed in the call history. If it is displayed, the MiiTel activity history has already been created on Salesforce, which will lead to an error.
- If an error is displayed when you performed the operation for unanswered calls or missed calls, check if the MiiTel activity history that corresponds with the Salesforce record is already created on Salesforce.
- Check if any other users created the activity history at the same time (How to check the operation history of the activity history)
How to check the operation history of the activity history
- Visit https://account.miitel.jp/v1/signin and log in to MiiTel Analytics.
- Click
Open MiiTel Admin on the top right of the page.
- Click Security > Audit Log.
- Set Call history in Operation. After clicking "+" on the log, you can check the following details.
Executed at: Time when the activity history was manually created.
Operation: Operation details. (If contact details were retrieved, it would be displayed as "Call history/Update")
Old properties: ID of the call history created on Salesforce. (After the URL domain of the call history)
New properties: ID of the Salesforce record that created the call history and the ID of the call history created on Salesforce.
User: User name who operated.
IP address: IP address of the user who operated.