On MiiTel RecPod, you can update meeting minutes by section for opportunity records or activity records linked to Salesforce activity history.
To learn how to update meeting minutes by section from MiiTel Meetings / RecPod to opportunity or activity records, see Link minutes to Salesforce opportunity records and activity records.
Permissions or subscriptions required
- This feature is available in MiiTel RecPod v.26.01.20 or later.
- Users who use this feature need a MiiTel RecPod license.
- You must configure the following integrations in advance.
- Salesforce integration
- Salesforce meeting history integration
- The target meeting history must be linked to Salesforce activity history.
- The target meeting history must have meeting minutes created with a Salesforce-specified template.
Update and save meeting minutes to opportunity and activity records
- Open MiiTel RecPod.
- Tap List or Device, then select a recording history that meets the following conditions.
- Linked to Salesforce activity history
- Has meeting minutes created with a Salesforce-specified template
- Tap the Salesforce integration tab. (If you tap Salesforce integration shown at the top right of the meeting minutes, the Salesforce integration tab opens.)
- In Minutes, set the template name that was used to create the meeting minutes to update.
- In Target Salesforce Opportunity, set the opportunity name you want to update.
- Scroll to the section you want to use for the update.
- In Salesforce field, set the record type and field name you want to update.
NOTE
- If Allow users to edit linked fields when updating Salesforce in Meetings Analytics is not selected for the Salesforce-specified template, the template settings are applied, and you cannot change them.
- Tap Overwrite or Append for the meeting minutes section you want to use for the update.
- If necessary, edit the overwritten or appended content.
- Tap Update Salesforce.
NOTE
- Tap Reset to return the meeting minutes section to its state before you appended, overwrote, or edited it.
- Sections with No selection set in Salesforce field are not used for updates.
- If the meeting minutes exceed the character limit of the selected field, an error is displayed.