As a FastCall user you will either set your own personal caller ID, or use a caller ID assigned by your Salesforce admin. For example, you can place calls using your office phone and show your mobile as the caller ID. Or, you can place calls using your mobile phone and show your office caller ID. Cool, huh?
These caller IDs are either phones you own and can verify, or the caller ID is a FastCall phone assigned to you by your admin. But I will get to those phones next. BTW, our developers named the phones you own “calling devices” just to differentiate. Not a great name, but it stuck. If these calling devices are to be used as caller ID they must be verified in FastCall.
In the Phones tab you will manage the phone numbers you want to use as caller ID. Click the button “Verify New Phone Number”. You will be shown a verification number and will receive an automated call on the phone number provided. Answer the call and enter the verification code. These validated caller IDs will be available in a drop down in the FastCall widget.
- Enter a name and the phone number to use as caller ID, and click on verify.
- You can validate multiple caller IDs; and these will appear in a drop-down in the FastCall widget.
- You’ll receive a call on the phone number you set. When requested, enter the verification code.
Note: Your may share caller ID with your team and not have a personal caller ID. FastCall requires either a default caller ID shared with a group or a user caller ID. Calls cannot be made without at least one number as caller ID.
Also under the phone numbers tab you may see numbers listed as “provisioned phone” and these numbers can be used as caller ID. These are phones assigned to you by your Salesforce admin that will be setup for inbound call routing use the next tab. Note: A phone number must be assigned to you by your admin first.
Once a phone number is assigned to you by the admin, you can set the phones used to receive inbound calls, and the ring time for each. You do this under inbound routing, the tab above.
FastCall supports “simulring” where more than one phone rings at a time. This will allow you to ring the softphone and your mobile, for example. You will answer the call in the most convenient phone.
Under Automated Messages you manage your voicemail messages for your inbound number, and the voicemail messages used by the outbound voicemail drop.
NOTE: In some edge cases, when using a mobile phone with click-to-call you may have to set a caller ID that is different than your mobile phone number. We give that option when needed.