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 history integration.

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.

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

Step 1: Salesforce integration

First, you will integrate MiiTel and Salesforce.

1. Log in to MiiTel Admin.
2. Click Third Party Integration > Salesforce > Basic settings tab
3. Click Integrate.
4. 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.)
5. Click Save.

Step 2: Video 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.

• Subject: Meeting title
• Start: Start time
• End: End time
• Type: Meeting
• Description
  
  • Video history URL
  • The total length of the video (minutes)
  • Speech recognition (without fillers)
  • Speech recognition (summary)
  • Call memo
• Custom item: Video object ID (learn how to create a custom item)

1. Log in to MiiTel Admin.
2. Click Third Party Integration > Salesforce
3. Click the Video history integration tab.
4. Check Enable video history integration.
5. After you set all of the following fields, click Save.

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.)

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

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

Step 3: Activity history assignee

If you link Salesforce users to MiiTel users, the Salesforce username linked to the 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).

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.

 

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 set all of the following fields, click Save.

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}

8. Click OK to the message "The new custom button will not be displayed to users until you add it to the page layout."
9. 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.)
10. Click on the page layout to which you wish to add a custom button.
11. Click Mobile & Lightning Actions located on the top of the window.

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

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

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.

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.