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

1Registration timing: Choose when activity history is created in Salesforce.
After the call begins: Activity history will be created after the call begins.
After the call ends: Activity history will be created after the call ends. (If you select this option, you are required to complete the settings in steps #4 - #9)

2Subject: Set the subject to be displayed in Salesforce's activity history.

3Status: Select the status to be used for registering the activity history.
If you set this as Completed, it will mark it as completed and display it in the section for each year and month.

If you set this as Not started or In progress, they will mark as incomplete and display in Upcoming & Overdue sections.

4Outgoing phone number: Set up a Phone-type custom field to register the following 
・For outgoing call history, the phone number used to place the call
・For incoming call history, the Contact phone number

5Incoming phone number: Set up a Phone-type custom field to register the following
・For outgoing call history, the Contact phone number
・For incoming call history, the phone number that received the call

6Circuit name: Select a custom field where the call circuit name will be registered. Field type must be Text.

7Dial start time: Select a custom field where the dial start time will be registered. The field type must be Date/Time.

8Call start time: Select a custom field where the call start time will be registered. The field type must be Date/Time.

9Call end time: Select a custom field where the call end time will be registered. The field type must be Date/Time.

10Tag: Select a custom field where tag will be registered. The field type must be Picklist (Multi-Select).

11Comment: Set the value to be included in comments of activity history. Click the type of information you want to include in Comment from Merge field.

12Comment (canceled calls or no answer calls): Set the value to be included in comments of canceled calls or no answer calls

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

1Subject: Set the Subject for the activity history to be created

2Outgoing phone number: Set up a Phone-type custom field to register the following 
・For outgoing call history, the phone number used to place the call
・For incoming call history, the contact phone number

3Incoming phone number: Set up a Phone-type custom field to register the following
・For outgoing call history, contact phone number
・For incoming call history, the phone number that received the call

4Circuit name: Set up a Text-type custom field to register the name of the circuit used for the call

5Dial start time: No setup is required because it is set automatically

6Call start time: Set up a Date/Time-type custom field to register the date and time when the call started

NOTE

• When creating a Date/Time-type custom field, log in to Salesforce as a Salesforce user with administrator privileges, then click the Settings > Object Manager tab > Event > Fields & Relationships. After that, create it according to the settings starting from step 2 in the Custom field creation procedure.

7Call end time: No setup is required because it is set automatically

8Tag: Set up a Multi-Select Picklist-type custom field to register the Tag registered in the call history

NOTE

• Please create the custom field to register tags in Salesforce by following the steps below.

1. Log in to Salesforce as a Salesforce user with administrator privileges and open Settings.
2. Click the Object Manager tab > Event > Fields & Relationships
3. Click New.
4. On the STEP 1. Choose the field type screen, select Picklist (Multi-Select)

5. On the STEP 2. Enter the details screen, set as follows

   1Field Label: Set the name of the custom field to be created

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

   3Enter dummy text in the box (because it cannot be left blank for setup purposes)

   4Clear the Restrict picklist to the values defined in the value set checkbox.

6. Click Next at the bottom right, proceed to Step 4. Add to Page Layout screen, then click Save.

9Description: Set the values to register in Salesforce Event Description
Set an arbitrary string and each call-related value using Merge Fields.

10Description (Cancelled calls or no answer calls): Set the values to register in Description for missed outgoing calls and when receiving calls.

NOTE

• The selected Merge Fields are displayed in curly braces {}. For example, the call type is displayed as {CALL_TYPE}.
• Curly braces {} cannot be used as an arbitrary string to register in Description. (Example: {Call type:} {CALL_TYPE})
• Set {Field name} from the [Merge Fields] options. Fields that are not in the options cannot be set.
• The maximum number of characters that can be registered in Salesforce Event Description is 30,000 characters. This limit includes the values of merge fields.
• If you use the {COMMENT} merge field, the comment registered in MiiTel Phone will be registered in the Event Description after speech analytics is completed. (After speech analytics is completed, or descriptions registered from the call history