This page explains how to remove and re-integrate the Salesforce integration.
When re-integrating, you can restore the settings and integration status (enabled / disabled) for Activity history integration, Video history integration, and Activity history assignee from the backup data captured when it was removed.
IMPORTANT
- In the re-integration procedure on this page, you will restore the settings and integration status (enabled / disabled) from the backup data created when it was removed.
- If this is your first time integrating with Salesforce, follow the procedure in Integrate Salesforce and MiiTel.
Table of contents
- 1. Check the Salesforce Org and user to re-integrate
- 2. Remove the MiiTel from Salesforce
- 3. Check the connected application in Salesforce
- 4. Check the permissions of the Salesforce user confirmed in step 1
- 5. Re-integrate MiiTel with Salesforce
- 6. Install the Connected App “MiiTel” in the integrated Salesforce Org
- 7. Restore the settings prior to integration removal
- 8. Check the settings for Activity History integration, Meeting History integration, and Activity History assignment destination
- 9. If you do not retrieve contacts
- 10. Check for external integration errors
1. Check the Salesforce Org and user to re-integrate
To reconnect using the currently connected Salesforce organization and Salesforce user, check it in MiiTel Admin.
- Access MiiTel Admin.
- Select the [Third-party integration] > [Salesforce] > [Basic settings] tab.
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In Authentication history at the bottom of the screen, check the currently alesforce Org and User.
2. Remove the MiiTel from Salesforce
Click "Remove integration" to remove MiiTel from Salesforce if the integration is enabled.
NOTE
- When the integration removal, the current settings and integration status (enabled / disabled) for Activity history integration, Video history integration, and Activity history assignee are automatically saved as backup data.
- In 7. Restore the settings prior to integration removal, you can restore the settings and integration status from this backup data.
- If you have a previous backup, it will be overwritten.
3. Check connected apps in Salesforce
In Salesforce, check the status of the MiiTel application.
NOTE
- Please check with a Salesforce user who has permission to install connected applications.
- Log in to Salesforce with a Salesforce user who has the System Administrator profile.
- Click [Setup] > [Settings] in the upper-right corner of the Salesforce screen.
- In the search box at the upper left of the Setup screen, search for “OAuth Usage for Connected Apps”, and from the search results, click [OAuth Usage for Connected Apps].
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Check whether “MiiTel” exists in Connected Apps OAuth Usage and the status of the application action.
3-1. If there is no “MiiTel” application
Perform the steps from “4. Check the permissions of the Salesforce user confirmed in step 1”.
3-2. If there is a “MiiTel” application
Click “Load Action” and check 3-2-1 and 3-2-3.
3-2-1. If there is a “MiiTel” application and the application action is “Unblock”
Click “Unblock” to unblock it.
3-2-2. If there is a “MiiTel” application and the application action is “Uninstall” or “Install”
Perform the steps from “5. Re-integrate MiiTel with Salesforce”.
4. Check the permissions of the Salesforce user confirmed in step 1
Check that the Salesforce user to re-integrate has the “Approve Uninstalled Connected Apps” permission.
Reference
※ Salesforce settings vary by organization. For details, check with your Salesforce administrator.
・If a permission set is assigned, click the permission set name.
・If only a profile is present, click the profile name.
NOTE
If you want to integrate MiiTel with Salesforce using a Salesforce user who does not have this permission, see Integrate MiiTel with Salesforce using a Salesforce user without the “Approve Uninstalled Connected Apps” permission.
5. Re-integrate MiiTel with Salesforce
- Access MiiTel Admin.
- Select the Third Party Integrations > Salesforce > Basic settings tab.
- Click Integrate.
- Log in to Salesforce with the Salesforce user of the organization confirmed in step 1. (If you are already logged in to Salesforce, a screen asking “Do you want to allow access?” will appear. After confirming the displayed Salesforce user, click Allow.)
- When the integration succeeds, the integrated Salesforce Org and User will be displayed.
6. Install the Connected App “MiiTel” in the integrated Salesforce Org
NOTE
- Installing the MiiTel application can be performed by any Salesforce user who has the permission to install connected apps, even if they are not the integrated Salesforce user.
- Log in to Salesforce with a Salesforce user who has the System Administrator profile.
- Click Settings > Setup at the top right of the Salesforce screen.
- In the search box at the top left of the setup screen, search for “Connected Apps OAuth Usage”, and click Connected Apps OAuth Usage from the search results.
- In the “Actions” column of the connected app MiiTel, click Install to install it. (If Uninstall is displayed, it is already installed, so no action is required.)
7. Restore the settings prior to integration removal
Based on the backup data created when you 2. Remove the MiiTel from Saleforce, restore the Salesforce integration settings and integration status (enabled / disabled).
IMPORTANT
Process details:
Activity History integration / Meeting History integration
- If it was “enabled” at the time of backup, the settings at the time of backup will be applied and the integration will be restored.
Activity History assignment
- The settings at the time of backup will be applied and the integration will be restored.
Note:
- The current settings and integration status will all be overwritten with the state at the time of backup.
- Integrations that were “disabled” at the time of backup will be restored to the disabled state. (For Activity history integration > the ToDo object and for the Video History integration settings, they will be reset to their default state.)
- The “Retrieving contact information” setting will not be restored.
- Access MiiTel Admin.
- Select the [Third-party integration] > [Salesforce] > [Basic settings] tab.
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Click [Restore the settings prior to integration removal].
IMPORTANT
- You can restore the integration status from the backup data obtained when you 2. Remove the MiiTel from Salesforce
- If [Restore the settings prior to integration removal] is not displayed, there is no backup data. Please configure Activity history integration, Video history integration, and Activity History assignee respectively.
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Click [Restore].
8. Check the settings for Activity history integration, Video History integration, and Activity History assignee
Click the tabs for [Activity history integration], [Video History integration], and [Activity History assignee] to confirm that the settings and integration status (enabled / disabled) have been restored.
Fix any items that show an error and click [Save].
NOTE
- If there are no backed-up items in the Salesforce organization you re-integrated to, or if the integrated Salesforce user does not have read permissions, an error will be displayed.
9. If you do not want to retrieve contacts
If you do not want to integrate the customer information managed in Salesforce with MiiTel contacts, configure the following.
- Access MiiTel Admin.
- Select the Third Party Integrations > Salesforce > Basic settings tab.
- Select the checkbox for Turn off retrieving Salesforce contact information.
- Click Save.
10. Check Third-party integration errors
After calls/meetings, check the Third-party integration error log.
If there are any errors that did not occur before, please contact Support.