In this unit you’re going to learn how to use and configure Fastcall’s call recording and settings:
- How to control call recording
- How to add a disclosure message
- How to prevent your users from disabling call recording
- Security considerations about call records
Call recording settings
Call recording settings are found in Fastcall Settings > Admin Settings > Call Handling > Training Tools > Call Recording.
You can turn call recording on separately for inbound calls, outbound calls, and internal calls.
Dual-channel recording splits the recording so that one party is on the ‘left’ side of the recording and one on the ‘right.’ This is useful for editing the recording or listening to one side of the call.
The recording indicator in the widget alerts the user that the call is being recorded.
Allow users to turn off recording does what it says.
Delete recordings older than allows you to purge recordings in line with your data retention policies. There is also a setting to delete recordings older than X days automatically.
Play disclosure allows you to select a message to be played before the call starts.
Where call recordings are stored
Call recordings are stored in Twilio, not in your Salesforce Org. Fastcall puts a link to the recording into the call record on your Salesforce Org.
Add call recording to the Call custom object page layout
The Fastcall audio player can be added to the page layout for calls. With this page layout, the user does not leave Salesforce to review a call. Another benefit of the audio player is the ability to visualize the call.
Add call recording to the Salesforce Task page layout
You can optionally edit your Salesforce Task page layout to add the call recording URL to the page. You can use Salesforce Profiles to limit access to the page layout. See here for details.
Delete call recording button and history tracking
Fastcall has a custom button to delete a call recording in Twilio. The button can be added to the custom object for Calls and as above can be limited by Profile. When the Salesforce Task is deleted the call recording is not deleted in Twilio. The call recording is only deleted by API. You can set Field History Tracking on the call recording field on the call object to know the date and user deleting a call recording.
By default, recordings have no access control on them. This means that anyone with the link can listen to the recording. Make sure you have understood and accept this before turning on call recording.
Last updated: Fastcall version 8.0.0, 2023-03-23