This unit covers the admin functionality behind messaging, including SMS and WhatsApp messages. By the end of it, you’ll be able to set your users up to use messaging in Fastcall. You have more specific information about SMS and WhatsApp in the next units.
Set up Message Templates
Message templates can be accessed via Fastcall Settings > Admin Settings > Message Templates. Here you can see all templates set by your users, and also create them centrally and assign them to specific users and groups.
Fastcall supports a merge function for your message template. This is very similar to an email merge. You can create the merge templates as a Salesforce email template and paste them into a Fastcall template. Fastcall supports most fields across objects.
You can organize your templates with tags and we give a search box. Tags should be previously added to each message on the detail page.
You can add basic merge fields in Templates.
Merge example
Hi {!FirstName}
You are {!Title} at {!Name} or {!Company}?
We often work with companies in {!Business_Category__c}.
This phone {!Phone} is the best number to call you?
Did you know that Fastcall now supports SMS merge? Very similar to email.
thanks.
{!User.FirstName}
{!User.Email}
Messaging notification
Fastcall has a few options for notification. Fastcall supports Salesforce notifications (desktop and mobile); Fastcall can also send a notification to Chrome with an option to play a sound.
Notifications settings can be accessed via Fastcall Settings > My Settings > Inbound Settings.
Fastcall interaction component
We’ve added a new Lightning Component for interactions. Unlike the OpenCTI component which is tied to the user, this new interaction component is tied to the record. Multiple users can message the Lead or Contact. The interaction component is also available in Salesforce Mobile.
To add the Fastcall Interaction Component to the page layout you have to go to Setup > Edit Page and then drag it to the page layout and save.
Fastcall Thread Interaction in Salesforce Mobile
Quick view of your conversation, showing Inbound/Outbound Calls, interacting with SMS and WhatsApp.
Last updated: Fastcall v8.3.8, 2023-12-27