Minutes edited in the Minutes tab of Meeting History, or minutes created from a different template, can be reflected in the corresponding Salesforce Event record with simple operations.
If Video History integration is enabled, when a video history is created, the minutes are automatically registered in the "Description" field of the event record. If you want to overwrite already-registered minutes with the latest content, you can easily update them by simply clicking Re-Integrations.
Permissions or subscriptions required
- A subscription to MiiTel Meetings or MiiTel RecPod is required.
- Salesforce Video History integration must be configured in advance.
- Meeting minutes feature must be enabled.
- In the Meeting minutes integration settings, {SUMMARY_WITH_GPT} must be set for Description.
Update minutes already registered in Salesforce
- Access https://account.miitel.jp/v1/signin and log in to MiiTel Meetings/RecPod Analytics. (If MiiTel Phone Analytics is displayed, click
> Meetings / RecPod at the top left of the screen.)
-
Click Video Analytics.
- Open the video history for which you want to update the minutes already registered in Salesforce.
- Click the Minutes tab.
- Click Re-Integrations.
- Click Sync.
NOTE
- Only when {SUMMARY_WITH_GPT} is set in "Description" in Video history integration settings, you can update the minutes by clicking Re-Integrations in Video history.