For your initial testing, or setting up FastCall as a call logger only, setup will take 10-15 minutes. Easy!
- In FastCall under the User panel look for the button to add users. We will search your org for users. If the users should be a FastCall admin, select the option.
- FastCall adds our Call Center file to the user record; the FastCall Permission Set and we give the user a FastCall license.
- In a production org (but not in a sbox) we assign licenses to the Salesforce users who will need access to FastCall. The installing Salesforce admin is given a licenses by default.
At this point you can test the base call logger. To connect Twilio, see the steps below.
- After the initial installation of our paid application, additional licenses can be purchased underMyAccount in the Salesforce AppExchange.