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Fastcall in Salesforce Mobile

Fastcall can utilize a mobile phone in a few ways. 

Fastcall Quick Action enables outbound calls in Salesforce Mobile

Fastcall has a Lightning Action named “Fastcall” that can be added to your page layout in Salesforce mobile. Fastcall dials the user first on the mobile device. This is received as an inbound call for the user. Fastcall then dials the number on the record. Calls will be logged in Salesforce. This happens inside the Salesforce Mobile application, and not in a separate Fastcall installed application. So this is not an IOS (Apple app) or Android. Caller ID can be set and calls can be recorded. Other functionality may not be available such as voicemail drop.

Fastcall in Salesforce Mobile
Fastcall in Salesforce Mobile

Note: The user must dial with the Fastcall custom button. The phone number can be removed from the page layout to allow the user access only through the Fastcall button.

Fastcall in Salesforce Mobile

Clicking the custom button takes the user to a screen that looks like this. The device is the phone set in Fastcall. User’s mobile phone. The caller ID is set in Fastcall. Calls can be recorded. 

Caller ID is set in Fastcall
The device and caller ID are set in Fastcall. Phones are picked up from the Salesforce record.

Call starts…

Fastcall rings the user on her mobile phone first.

Phone Ringing
Phone ringing

The user sees this as an inbound call from the caller ID set in Fastcall.

Back in the User’s Mobile, the call shows as connected as an inbound call

Call connected

The call ends and the user can view the logged call. Add notes, etc.

The Task in Salesforce

The call is logged with call duration. Call recording is optional.

Caller ID and device in Fastcall settings

Fastcall caller ID and the click-to-call device can be set in Salesforce Mobile or the desktop.

Inbound calls to a user mobile phone

A mobile can be added as a device and used for inbound calls. Calls can be routed to a mobile in simulring (moble and softphone, for example). A mobile can also be set as overflow. Softphone, then mobile.

Mobile Phone Set as Call Receiver

Fastcall does not control the mobile device. We can ring the mobile, but cannot control if the call is answered. We can also not control the voicemail on the mobile. If the call is sent to the mobile and the mobile voicemail answers, Fastcall will not have the voicemail. 

Click-to-call using a mobile from the desktop

A mobile can be added as a device and used for outbound calls when working from the desktop using Salesforce OpenCTI. This setup is “click to call”. Fastcall dials the user’s mobile. This is an inbound call to the user’s mobile and an outbound call made by Fastcall. When the user answers, Fastcall dials the phone on the Salesforce record. 

Note: We would not recommend this setup for everyday use. We find the softphone is a better choice.

Admin Setup for Fastcall in Salesforce Mobile

Salesforce Action is added to the page layout to enable calls

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