Once FastCall is installed by your Salesforce admin, you will find the FastCall menu in the upper right corner of Salesforce where your other installed Salesforce apps can be found.
In the tabs along the top, you will find FastCall settings. We have standard users and admins (each controlled by a Salesforce permission set that your admin can access.) As a standard user, you will only see “My Settings”
The first is named “Widget Settings” and these are the same settings you will find in the FastCall widget: status, extension, country code and call recording. Status and extension are used for inbound call routing; country codes are for international users.
You will also find settings in the FastCall widget under the gear icon in the header. Settings in the widget also show your phones and caller ID. I am getting to that next.
Back in Salesforce in the Fastcall application under My Settings then Devices, you set personal phones – these are used for click-to-call or to receive inbound calls. If you have an office and or mobile number on your Salesforce user record, FastCall will add these phones for you. Look for the tab named “other devices” this is where you can add more hard phones. A mobile, home phone, conference room phone; like that. Hard phones that you own.
These phones are used for outbound click to call. We dial you on your office phone first, then the salesforce record. If you are using the FastCall softphone, you do not need these hard phones. The softphone is where you plug your headset into the computer skipping the hard phone. Hardphone / softphone.
OK. The hard phones can also be used to receive inbound calls. We named these call receivers. If you are using Fastcall for inbound calls, then you set the call receivers next. I will go over over the specifics on inbound call routing later.