Salesforce integration
- Before you get started with Salesforce integration
- Step 1: Salesforce Integration - Basic Settings
- Step 2: Salesforce Activity History Integration
- Step 3: Link Salesforce user to MiiTel user (Activity history assignee)
- Step 4: Salesforce Softphone Deployment
- How to manually create the MiiTel activity history to Salesforce
- How to retrieve contacts from Salesforce
- Pop-up feature in Salesforce (Lightning Experience)
- Structure of Salesforce integration
- After the end of the call, select the Salesforce record related to the phone call
- How to set up MiiTel for Salesforce
- Use MiiTel on the Salesforce Mobile App for iOS