More info on user phones and caller ID

Before we talk about how to dial an outbound call, then optionally receive an inbound call, I just want to quickly give some more info on phones. Call Logger: Fastcall has a call logger – the clipboard – where you use your existing phone to dial and Fastcall to log the call. Duration starts when… Read more »

Recorded Messages

The next tab is recorded messages used for inbound voicemail and outbound voicemail drop. To record a new message, the user names the message and chooses the phone number to receive an automated phone call. Click Record & Add After receiving a call, record the message at the tone. You recorded messages are listed in… Read more »

Fastcall – Verified caller ID and provisioned phones

As a Fastcall user, you will either set your own personal caller ID or use a caller ID assigned by your Salesforce admin. For example, you can place calls using your office phone and show your mobile as the caller ID. Or, you can place calls using your mobile phone and show your office caller… Read more »

Call Recording

1. Recording can be set On/Off for each call. Note: Call recording may also be disabled in the Admin Settings Tab. 2. Call recording URL is stored in the Task record. It’s an MP3 file stored outside of Salesforce.  3. If not already present, you should add the Call Recording field to the Activity History… Read more »

Fastcall – User Guide – Settings

Once Fastcall is installed by your Salesforce admin, you will find the Fastcall menu in the upper right corner of Salesforce where your other installed Salesforce apps can be found. At the top of each page are tabs and links for navigating to major features. In the tabs along the top, you will find Fastcall… Read more »

Receiving a call

We have a demo video for inbound call routing. When receiving a call using the Fastcall softphone, you will hear ringing in your browser and will see the option to answer the call in the widget. When you answer, you have the option to either add a new lead or relate the caller to an… Read more »

Making a call

You should be able to see the Fastcall widget in the left sidebar on any Salesforce page with a phone number. In Sales Console, you will find Fastcall in the footer.     To get started click any phone number on any Salesforce object, Fastcall will use the phone and caller ID you picked under… Read more »