You do not need to provision a Salesforce Sites when using FastCall as a “call logger.” Not sure? You can watch our this video to see the different options.
- Go to Salesforce Setup and search “Sites” (Build -> Develop -> Sites.) If you haven’t done so already, you must set a domain for your Salesforce organization. FastCall uses Salesforce Sites to pass call instructions to Twilio. Learn more.
- Click New to create a new Site and name it FastCall. Check the Active field, select InMaintenance as the Active Site Home Page, add “fc” to the default web address then Save. Learn more.
- On the section Site Visualforce Pages click Edit, and move the FastCall.WebApplication page into the Enabled Visualforce Pages list. Save. Learn more.
- You have now created a Salesforce site to be used by FastCall to communicate with Twilio.
- Next, you will give the Salesforce Site Guest User a license (this is required by Salesforce.) Go back to your Site and click the Site label “FastCall” then click Public Access Settings (#1); View Users (#2). You’ll see the Site Guest User (#3); click and locate the Managed Packages related list at the bottom (#4). Assign the Site Guest User a license as required. A license must be assigned to the Force.com Site Guest User but you do not pay for this license. Example: If you have 5 users, you will need 6 licenses. This is not required when using FastCall as a logger and not required in a sbox.
- Last step, from the Salesforce application drop down (top-right of Salesforce), select the FastCall application. In the left navigation of FastCall look for VoIP settings, then Force.com Site. The site you just created will be available in a drop down menu. If you have more than one site created for the org, pick the site you just created.
More image of steps 1-4: