- GUIDES
- User Guide
- Module – Fastcall Basics
- Unit – The Fastcall Widget
- Unit – Getting ready to make a call
- Unit – Making a call
- Unit – Getting ready to receive a call
- Unit – Receiving a call
- Unit – Seeing the details of a call with a Task
- Unit – Seeing the details of a call with a Call Record
- Unit – The Fastcall Widget – Recording call details
- Module – Fastcall Core
- Module – Advanced Fastcall
- Module – Fastcall Basics
- Administrator Guide
- Module – Fastcall Setup
- Unit – Installing the Fastcall Package
- Unit – Fastcall in a Salesforce Sandbox
- Unit – VoIP Integration
- Unit – Add Fastcall to the utility bar in Salesforce
- Unit – Regulatory Compliance
- Unit – Assigning your first phone number
- Unit – Testing Fastcall
- Unit – Setting up the Fastcall Task Page Layout
- Unit – Connecting Fastcall to Twilio
- Unit – Fastcall and Sales Engagement
- Unit – Fastcall and Einstein Conversation Insights
- Unit – Fastcall and Omni-Channel
- Module – Managing Users and Licenses
- Module – Managing Phone Numbers
- Module – Fastcall Features
- Unit – Call Recording
- Unit – Inbound Call Routing – Call Pop
- Unit – Setting up Goals
- Unit – Regional Settings
- Unit – Setting up Messaging
- Unit – Setting up SMS
- Unit – Setting up WhatsApp
- Unit – Setting up Dial/SMS by List
- Unit – Setting up Call Transfer
- Unit – Concurrent Calls / Calls on Hold
- Unit – Setting up Three Way Calls
- Unit – Setting up Listen In
- Unit – Fastcall Outbound Caller ID
- Unit – Fastcall in Salesforce Mobile
- Unit – Setting up Tags
- Module – Setting Up Logging
- Unit – The Fastcall Data Model
- Unit – How Fastcall Relates Calls to Salesforce Records
- Unit – Logging – Call Results
- Unit – Logging – Subject
- Unit – Logging – Tasks
- Unit – Logging – Widget Interface
- Unit – Logging – Call Termination
- Unit – Logging – Choosing between Task Records or Call Records
- Unit – Conversations
- Module – Setting Up Interactive Voice Responses
- Module – Troubleshooting
- Module – Fastcall Setup
- Subscriber API
- SUPPORT
- FAQ
- Support
- OTHER RESOURCES
- Fastcall Videos
- What is Salesforce Open CTI?
- Fastcall trials, videos, and options for testing
- Fastcall Terms: Pricing, Support, and Service
- Fastcall Data and Privacy Policy
Welcome to Fastcall! This guide is here to provide all the information you need to get the most out of Fastcall as a user.
It’s split up into several modules, but don’t feel you have to go through them all – your administrator will be able to suggest the appropriate ones for you.