- 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
This module is about managing users and licenses in Fastcall. By the end of this module, you’ll know how our pricing model works, how you pay for Fastcall, and how to add and remove users, licenses, and features.
It should take you around 10 minutes to complete this module.