LINE WORKS Integration Settings

2023/10/20

* Only users who have been assigned the "PHONE_APPLI_LINER_W_Admin" permission set can make settings.

  • Click “Application Launcher”
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  • Click ”LINE WORKS Integration Settings”
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Integration Target Object Settings

Setting of objects to be linked

  • Apply this setting
    When on, objects other than external contacts will be applied to related searches. Clear this check box if you do not wish to use this setting.

  • Delete this setting
    Click this button to delete settings. 9. will be displayed when selected.

  • Object Name/Bot Label
    You can set the bot label for objects and options targeted by related searches.
    The object that can be selected is the object that holds the Name item; permission to refer to the Name item is required.
    When an object name is selected, [Select the field to use the rename function.] ([Allow name changes in contacts.] is ON) and the first item for each of
    Search target fields and Search result fields display are initially set to the Name item.

  • Set the search scope
    You can specify the record range to be searched by related searches.
    *This setting is currently unavailable (inactive) as only [All Records] can be set.

  • Record Type
    You can specify the record type to be searched by related searches.

  • Select the field to use the rename function.
    If [Allow name changes in contacts.] is ON, you can select the object items set in Object Name.

  • Search target fields, bot display, search target filter settings(possible additional settings)
    You can set the bot label for fields and options targeted by related searches.
    The operator items that can be selected depend on the data type of
    Search target fields.
    * Additional details on adding search target filter settings are "
    Apply Search Filter".

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  • Search result fields display and bot display settings (possible additional settings)
    You can set target fields and bot labels when displaying search results for related searches.
    * For 7.8. Text(except encrypted), Text Area (except long text area), Email, URL, Picklist, Picklist (Multi-Select),  Phone, Master-Detail Relationship, Lookup Relationship, Checkbox, Currency, Date, Date/Time, Number, and Percent type items can be searched.

  • Add settings for objects to be linked
    Standard and custom objects can be added and made subject to linkage.
    However, a maximum of 5 objects can be saved.

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Apply Search Filter

  • Apply Search Filter
    It can be selected when the data type of Search target fields is Master-Detail Relationship and Lookup Relationship type. If ON, filters can be applied to Search target fields.
    Try this setting if you have performance concerns when the bot is returning search results.
    Clear this check box to not use filters.

  • Search Filter Settings Object Name
    You can set the object here.

  • Search Filter SettingsRecord Type
    You can set the record type here.

  • Search Filter SettingsField
    You can set fields here.
    <Example of use>
    Example of searching for “Record Type: Facility Doctors” with the “Field: Place of Work ID (Reference Relationship)”, with the “Field: Workplace ID (Reference Relationship)” referencing “Record Type: Hospitals”.
    By applying search filters, the search results for “Record Type: Hospitals” and “Field: Client Name” can be mapped with the search results for “Record Type: Facility Doctors” and “Field: Workplace ID” to potentially improve the performance of the bot when returning search results.

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When filtering Search target fields, the operator choice list value depends on the data type of Search Filter Settings: Field, not Search target fields.

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How to use Combo Box

  • Select a text box
    Up to 10 possible selections will be displayed.

  • Enter a value in the text box
    Up to 10 possible selections containing the entered value will be displayed.

  • Select a candidate from the list of choices

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Error Messages When Saving

  • Up to five integrated objects can be saved.
    This limit includes the first external contact object shown.

  • Up to five “Search target fields” can be saved for each integrated object.
    This limit includes the first “Search target field” shown.

  • Up to five “Search result fields display” can be saved for each integrated object.
    This limit includes the first “Search result to display” shown.

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Options Settings

  • Display "Don't link" in the options, if there is no record to be linked.
    You can display the “Don’t link” option to avoid linking LINE users to a record.

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Chat Integration Settings

  • About creating activities
    You can opt to save a history chat messages received (LINE) and sent (LINE WORKS), and message contents.

  • Interval setting for automatic registration in Salesforce
    It is possible to set the interval of records’ registration in Salesforce.

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Contacts Name Change Allow Setting

  • Allow name changes in contacts.
    You can choose to allow changes to name in LINE WORKS contacts.

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Menu Function Settings

  • Display "help page" in the menu.
    You can display the “Help Page” option in the menu.

  • Display "LINE WORKS contacts which you chose "Don't link" in the menu.
    For contacts that have been archived by clicking "Don't link", you can display the LINE WORKS contacts which you chose "Don't link" in the menu.

  • Display " Search LINE WORKS contacts" in the menu
    You can display “Search LINE WORKS contacts” in the menu to perform a search of all contacts, including archived contacts.

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Veeva Integration Settings

You can configure settings when using Veeva CRM.

Chat Integration Settings

  • Allow creation of Multichannel Activity.
    It is possible to set whether to allow the creation of Multichannel Activity.
    This can be selected when one of the toggles in the Chat Integration Settings is ON.

  • Do not allow creation of Multichannel Activity Line.
    It is possible to set whether to only allow the creation of Multichannel Activity and not to allow the creation of Multichannel Activity Line.

  • Record Type
    Set the record type for the record used to store chat histories for each object.
    For more information on how to create record types, see Veeva CRM Administrator Setup Guide

    Multichannel Activity: See Record Types: Multichannel Activity
    Multichannel Activity Line : Record Types: Multichannel Activity Line

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Consent Acquisition Settings

  • Use consent acquisition
    It is possible to set whether to use consent acquisition.

  • Consent Form Type Name
    Sets the consent form type to be used in obtaining the consent form.
    Please refer to Veeva CRM Administrator Setup Guide for information on how to create a consent form type.
    Consent form type name: From Create New Records: Consent Type

  • Multichannel Consent :Record Type
    Sets the record type of the record that will contain the Multichannel Consent.
    See Veeva CRM Administrator Setup Guide for information on how to create record types.
    Multichannel Consent: From Record Types: Multichannel Consent

  • Multichannel Consent Parameter Setting
    Sets the items of the Multichannel Consent object to be able to store arbitrary values.

      Multichannel Consent Field: Fields created in the Multichannel Consent object
      Setting Value: Value to be set for the field

    The following variables can be used for set values

      {UPDATED_AT}: Sets the date and time when the consent status was last changed.
       * Date/time type fields must be selected for "Multichannel Consent Field".
      {CREATED_AT}: the date/time the consent acquisition was first created.
       * Date/time type fields must be selected for "Multichannel Consent Field".
      {SALESFORCE_USER_ID}: The Salesforce user ID that generated the URL to obtain the consent form will be set.
       * Date/time type fields must be selected for "Multichannel Consent Field".

    * The number of Multichannel Consent parameter settings that can be saved is limited to 5.

  • Activate the "go to talk room" button
    Go to the target friend's talk room with the consent form URL retained.
    Set the "go to talk room" button to be returned by the bot.

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Multichannel Consent

If you are using Veeva CRM and have turned on "Use consent acquisition" in Consent Acquisition Settings, you can set this up.

  • Multichannel Consent
    Even if a 
    Multichannel Consent form record is created/updated with a LINE WORKS record type set instead of via the Bot, the status of consent form acquisition will be updated on the Bot at the interval set in 2.

  • Multichannel Consent Batch Schedule
    It is possible to set the interval at which the bot is reflected.

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Lead Integration Settings

Lead Integration Settings can be configured when linking leads.

  • Batch
    If the setting is enabled, activity and LINE WORKS records will be updated.
    When integrating leads:
    If LINE WORKS records is linked to a lead, and the lead linked to the lead initiates  "Convert Leads", it will be re-connected to the Account, Contact or Person Account at the interval set in 2.

  • Batch schedule
    Here you can set the interval for re-linking activities.

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* When searching for lead as target object in "Integration Target Object Settings", "View and Edit Converted Leads" permission must have been enabled by the user profile that has allowed authentication in LINE WORKS Coordination Authorization screen.

次へBot Settings

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