Video Activity History Integration (MiiTel for Zoom)

This page explains how to integrate MiiTel and Salesforce so the URL of your Zoom recordings saved in Video Analytics, start and end time of Zoom meetings, speech recognition results, and call memos will be created as an event on Salesforce. Also, to make a new event related to your record, you would need to create a Zoom meeting directly from Salesforce. To do this, you need to create a new button (that will make a Zoom meeting) on Salesforce. Please follow the procedures from steps 1 - 4 to set up the video activity history integration (MiiTel for Zoom).

Contents

Salesforce editions that can be used for this integration

Your Salesforce edition must be one of the following as this integration uses REST API. Please check Salesforce editions that can be integrated with MiiTel for details.

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Salesforce Platform Starter
  • Salesforce Platform Plus

  IMPORTANT

  •   Please note that this integration is not available for Professional Edition and Essential Edition.

Step 1: Salesforce integration

First, you will integrate MiiTel and Salesforce.

  IMPORTANT

  •  Please confirm the following for the Salesforce account you will be using for this integration.

・ You can use the Salesforce API (able to log in by using the API)

・ You have permission to see the records, including all Accounts, Contacts, and Leads

  •  When setting up the video activity history integration, the following privileges are also required:

・ Permission to edit Events (API name: Event)

・ Permission to edit Activities (API name: Activity)

・ Permission to edit the fields in the activity history

・ The Salesforce user (linked to the MiiTel user) must have permission to see the user records

  1. Log in to MiiTel Admin.
  2. Click Third Party Integration > Salesforce > Basic settings tab
  3. Select Authenticate with Salesforce ID (Recommended).
  4. Click Integrate.

videoSFDC1.png

  1. You will log in to Salesforce as the Salesforce user (if you have already logged in to Salesforce, the message "Do you want to allow access?" will be displayed. After you check the account details, click Allow.)
  2. Click Save.

  IMPORTANT

Step 2: Video activity history integration

Next, you will change the MiiTel Admin and Salesforce settings so the details of your recordings saved in Video Analytics can also be automatically created as an event on Salesforce. You can include the following information to the event.

  • Start time
  • End time
  • Video object ID
  • Video history URL
  • The total length of the video (minutes)
  • Speech recognition (without fillers)
  • Call memo

  IMPORTANT

  •   To use this feature, you would need to first set up the Salesforce integration.
  •   The Salesforce account used for this integration must have access to see the User Objects.
  1. Log in to MiiTel Admin.
  2. Click Third Party Integration > Salesforce
  3. Click the Video activity history integration tab.
  4. Check Enable video activity history integration.

videoSFDC2.png

  1. After you set all of the following fields, click Save.

videoSFDC3.png

1Video object ID: Select a custom field where the video object ID will be registered. The field type must be Text. (Video object ID is the ID after /video/ contained in the URL of Video Analytics.)

  NOTE

  •   To create a custom field with the field type as Text, log in to Salesforce with an account that has administration privileges, then click Settings > Object Manager tab > Activity > Fields and Relationships. Next, go to Create Custom Fields and start from Step #2 to create the custom field.

2Call memo: Select a custom field where the call memo will be registered. The field type must be Picklist (Multi-Select).

  NOTE

  •   Create the custom field on Salesforce where the Call History will be registered.
  1. Log in to Salesforce with an account that has administration privileges, then click Settings.
  2. Click the Object Manager tab > Activity > Fields and Relationships.
  3. Click New.
  4. Select Picklist (Multi-Select) in Step 1. Choose the field type.
  5. Set the following for Step 2. Enter the details.

    1Field Label: Enter the name of the field.

    2Values: Select Enter values, with each value separated by a new line

    3Enter a sample call memo here. (The settings will be incomplete if this section is left blank.)

    4Uncheck Restrict picklist to the values defined in the value set.

videoSFDC4.png

  1. Click Next and continue with the settings to Step 4. Add to page layouts, then click Save.

3Description: Click the type of information you want to include in Description from Merge field.

  NOTE

  •   The maximum number of characters you can enter in Description is 30,000, including the field codes.
  •  This integration uses REST API, and the API will be consumed as the following.
  •  Each time the list of custom fields for the event is retrieved, the API will be consumed once.
  •  Each time the new video activity history is created, the API will be consumed once.
  •  If the Contact object refers to the name field, the API will be consumed once to search for the Account to be registered to Related To in the activity history.
  •   Salesforce API version used for MiiTel is 51.0, and if you wish to check the API version, please go to Find Salesforce Edition and API version.
  •   The video activity history will be created after the speech recognition is finished. (The timing is the same even if you have not set the speech recognition (without fillers) in the Description.)
  •   If you do the recording multiple times during one meeting, only the speech recognition that was completed the earliest will be saved to the video activity history.

Step 3: Activity history assignee

If you link Salesforce users to MiiTel users, the Salesforce username linked to the MiiTel for Zoom username (the host of the Zoom meeting) will be registered as the Assigned To in the activity history. (For Created by and Modified by, the Salesforce username set in Salesforce Integration - Basic settings will be displayed due to the restrictions of Salesforce).

  IMPORTANT

  1. Log in to MiiTel Admin.
  2. Click Third Party Integration > Salesforce
  3. Click the Activity history assignee tab.
  4. Edit on the Salesforce username you would like to link to the MiiTel user.
  5. Click Select users to add box, then select the MiiTel username.
  6. Click Add.
  7. Click Save.

  videoSFDC5.gif

Step 4: How to create a "Create a Zoom meeting" button

Last, you will create a button that will make a Zoom meeting directly from Salesforce. The Zoom meeting recordings created from this button will be automatically saved to Video Analytics, and the Salesforce event with the recording details will also be created after the recording is finished.

For instructions on creating a Zoom meeting with this button, please check How to use the "Create a Zoom meeting" button.

  1. Log in to Salesforce with an account that has a system administrator profile.
  2. Click Setup > Setup.
  3. Click the Object Manager tab.
  4. From the list of objects, click on the object you wish to add a custom button.
  5. Click Buttons, Links, and Actions.
  6. Click New Button or Link.
  7. After you've finished setting up all of the fields below, click Save.

videoSFDC6.png

1Label: Enter Create a Zoom meeting

2Display Type: Choose Detail Page Button

3Behavior: Set Display in new window

4Content Source: Set URL

5Enter the code as below.

https://Company ID.miitel.jp/app/zoom-room?company_id={Record ID of the object}

*The code is different for each object. Please refer to the following codes as your guide.

  • Lead: https://Company ID.miitel.jp/app/zoom-room?company_id={!Lead.Id}
  • Account: https://Company ID.miitel.jp/app/zoom-room?company_id={!Account.Id}
  • Contact: https://Company ID.miitel.jp/app/zoom-room?company_id={!Contact.Id}
  • Opportunity: https://Company ID.miitel.jp/app/zoom-room?company_id={!Opportunity.Id}

  NOTE

  •  You can also make buttons for custom objects.
  •   The object (where you will create the button) must have the event enabled.
  •   If Salesforce is linked to multiple company IDs, you would have to create separate buttons for each company ID.
  1. Click OK to the message "The new custom button will not be displayed to users until you add it to the page layout."
  2. Click Page Layouts. (If you can't find it, click Setup > Setup > Object Manager and click the object you wish to add a custom button.)
  3. Click on the page layout to which you wish to add a custom button.
  4. Click Mobile & Lightning Actions located on the top of the window.

videoSFDC7.png

  1. Drag and drop the Create a Zoom meeting button to Salesforce Mobile & Lightning Experience Actions.
  2. Click Save on the top-left of the window.

videoSFDC8.gif

  1. You have successfully created the Create a Zoom meeting button.

videoSFDC9.png

For instructions on how to use the new Create a Zoom meeting button, please check How to use the "Create a Zoom meeting" button.

How to disable the integration

You can disable the integration by clicking Remove integration.

videoSFDC10.png

Options: Email notifications for errors on MiiTel-integrated third-party services

When an error occurs in Salesforce integration or other MiiTel-integrated third-party services, you can receive a notification email whenever an error occurs.

Please refer to Email notifications for errors on MiiTel-integrated third-party services to set this notification.

Was this article helpful?