Helper Video – Fastcall SMS Instructions

Back To Top

Send and receive SMS from Salesforce

FastCall SMS allows you to send messages using your FastCall phone number as caller ID. This number can then receive a returned message. Each message creates a Task in Salesforce; the message text is added to the notes and/or comments field.

In future releases FastCall will add message threading, message templates and automated messages triggered from Salesforce workflow.

Sending messages is a great way to follow-up on a phone call or a voicemail. You can also use messages to remind prospects of a scheduled call or meeting.

Send a message in FastCall

Send a message in FastCall


  • Just click a mobile number – or another message capable number.
  • Write your message and send.
  • A task is created in Salesforce.
Phone and SMS Modes in FastCall

Phone and SMS Modes in FastCall


  • You will find options for phone and SMS in the footer of the FastCall widget.
  • The message widget will also show notification when there is an unread message.
  • Forward SMS

    Forward SMS




    Under My Settings, you enable the option to forward messages to your mobile phone, set under Calling Devices (see below.) Of course, when you reply from your mobile the caller ID will be your mobile number and the thread moves to your mobile.

    Phone Setup Detail Page

    Phone Setup Detail Page




    Phone numbers can be SMS enabled. This is a unique setting. Note: Not all phone provisioned in FastCall will be SMS capable. FastCall will show the capability for each number.


    Mobile Phone Used to Forward SMS

    Mobile Phone Used to Forward SMS




    In order to forward a message to the user’s mobile phone, the user must have a mobile phone on the Salesforce user record. The mobile phone in the screenshot “My Salesforce Profile” takes the numbers from the Salesforce user record.

Back To Top