Fastcall Devices: Softphone and SIP Phone
Softphones are super easy. Plug in a high-quality USB headset and you are ready to go. Softphones are super easy for outbound calls and can answer inbound calls. The one drawback of a softphone is that it relies on the browser to connect your calls. And the browser uses the computer OS (Windows, MacOS or… Read more »
How Dialers Increase Productivity In Salesforce
In sales, time is quite literally money. Every minute saved gives a sales team the opportunity to make more calls, prospect more leads, and bring in more revenue. In addition to using Salesforce to increase productivity, adding a dialer is another way for any sales team that uses a phone to increase productivity even more.… Read more »
Fastcall Inbound Call / SMS Lookup
Fastcall Inbound Call / SMS Lookup When an inbound call or SMS is received Fastcall creates the lookup if we find a Salesforce record with a matching phone number based on the criteria explained below. If the phone number exists on more than one record – or say an Account and Contact – Fastcall will… Read more »
Deep Dive: Twilio Connection in Fastcall
Fastcall connects to Twilio to dial your outbound calls and/or route your inbound calls. SMS too! Fastcall is 100% installed in Salesforce. Native architecture gives us both a performance edge and an advantage in focus. When Fastcall is installed from the Salesforce AppExchange, we will create a dedicated sub-account with Twilio. Twilio usage is within… Read more »
OpenCTI and iFrames
By default, all standard Salesforce pages are protected against clickjacking. Salesforce allows you to extend this protection to custom Visualforce pages. Fastcall uses an iFrames within OpenCTI. Enabling the clickjack protection beyond the default will block the Fastcall softphone from loading. You will see the softphone utility in the footer (Lightning) but the frame is… Read more »
Fastcall Inbound Call / SMS Lookup Table
Inbound Call Lookup Deep Dive Fastcall describes our inbound call routing here. We often are asked about the lookup relationship when an inbound call or SMS is received. Fastcall does not create the lookup to the Salesforce record. Users do this. And the user selection is saved to a lookup table in Fastcall. Your users… Read more »
