Before you integrate MiiTel with Salesforce, please read this page.
Contents
Salesforce edition
Your Salesforce edition must be one of the following because this integration uses REST API.
- Enterprise Edition
- Unlimited Edition
- Developer Edition
| Essential | Professional | Enterprise | Unlimited | Lightning Platform Starter/Plus |
Performance |
Developer |
|
|---|---|---|---|---|---|---|---|
| Deploy MiiTel Phone to Salesforce |
○ | ○ | ○ | ○ | ○ | ○ | ○ |
| Click to call | ○ | ○ | ○ | ○ | ○ | ○ | ○ |
|
Pop-ups for incoming calls |
○ | ○ | ○ | ○ | ○ | ○ | ○ |
| Retrieve records |
× | × | ○ | ○ | ○ | ○ | ○ |
| Save activity history |
× | × | ○ | ○ | ○ | ○ | ○ |
| MiiTel for Salesforce | × | × | ○ | ○ | ○ | ○ | ○ |
- You can integrate with Lightning Platform Starter and Lightning Platform Plus, but you won't be able to integrate the records in the Lead object due to the restrictions of the product.
- You won't be able to integrate with Experience Cloud (formerly known as Community Cloud) and Marketing Cloud.
Salesforce API version
51.0
If you want to check the API version, please go to Find Salesforce Edition and API version.
Required access for Salesforce users that will be integrated
The required access for Salesforce users that will be used for this integration is the following.
Required access (for all integration settings)
- Permission to use the Salesforce API: Yes (please check API enabled)
- Access to read the following objects and records in the object
| Label | API name | Type | Access |
|---|---|---|---|
| Contact | Contact | Standard | Read |
| Account | Account | Standard | Read |
| Lead | Lead | Standard | Read |
| User | User | Standard | Read |
- Access to read the following standard fields
<Object: Contact>
| Label | API name | Type | Access |
|---|---|---|---|
| Phone | Phone | Standard | Read |
| Mobile | MobilePhone | Standard | Read |
| Account Name | AccountId | Standard | Read |
| Name | Name | Standard | Read |
<Object: Account>
| Label | API name | Type | Access |
|---|---|---|---|
| Phone | Phone | Standard | Read |
| Account | Name | Standard | Read |
<Object: Lead>
| Label | API name | Type | Access |
|---|---|---|---|
| Phone | Phone | Standard | Read |
| Mobile | MobilePhone | Standard | Read |
| Company | Company | Standard | Read |
| Name | Name | Standard | Read |
If you will set to retrieve the contact information
If you set to retrieve the contact information, the Salesforce user would need to have the following access.
- All of the access in Required access (for all integration settings)
If you will set the activity history integration
If you set the activity history integration, the Salesforce user would need to have the following access.
- All of the access in Required access (for all integration settings)
- Salesforce: Profile > General User Permissions > Edit Tasks
- Permission to edit the record in the Task object
- Permission to edit the following fields
<Task records>
| Label | API name | Type | Access |
|---|---|---|---|
| Subject | Subject | Standard | Edit |
| Status | Status | Standard | Read |
| Comments | Description | Standard | Edit |
| Assigned To | OwnerId | Standard | Edit |
| Name | Whold | Standard | Edit |
| Related To | WhatId | Standard | Read |
| Task Subtype | TaskSubtype | Standard | Edit |
| Due Date | ActivityDate | Standard | Edit |
| Call Duration | CallDurationInSeconds | Standard | Read |
| Call Type | CallType | Standard | Read |
| Call Object Identifier | CallObject | Standard | Read |
<Activity records>
| Field type | Type | Access | |
|---|---|---|---|
| The field to register the Dial start time | date | Custom | Edit |
| The field to register the Call start time | date | Custom | Edit |
| The field to register the Call end time | date | Custom | Edit |
| The field to register the Call memo | multiPicklist | Custom | Edit |
If you set the activity history assignee
If you set the activity history assignee, the Salesforce user would need to have the following access.
- All of the access in Required access (for all integration settings)
Number of API requests
For one call history (one phone call), the number of API requests required for the integration is below.
- If you will only retrieve the contact information: 1 request
-
If you will only integrate the activity history: 1 request
- If you will retrieve the contact information and integrate the activity history: 1 request
-
If you will register the transcription results by the activity history integration: 1 request, in addition to the above
- If you will register the call memo by the activity history integration: 1 request when you add or delete the call memo from the call history
Size of the Salesforce record created by MiiTel
After the integration is set up, MiiTel can create an activity history record on Salesforce.
One activity history record is about 2KB.
For more details, please check Salesforce record size overview.