This unit provides Salesforce administrators with all the tools necessary to enable and manage messaging features within Fastcall. You’ll learn how to configure unified messaging, set up SMS/MMS, and integrate WhatsApp—empowering your users to communicate seamlessly from within Salesforce.
- Setting Up Messaging – Explore how to turn on messaging functionality within Fastcall, including configuration of message channels like SMS, MMS, and WhatsApp.
- Setting Up SMS / MMS – Learn how to enable and configure SMS capabilities—whether for outbound messaging or two-way SMS interactions within Salesforce workflows.
- Setting Up WhatsApp – Enable WhatsApp messaging so your users can send and receive messages directly from Fastcall’s interaction threads. Understand template restrictions, channel selection within the softphone, and compliance with WhatsApp messaging policies.
Both record types serve different needs, and you can use one or both depending on your workflow. The pages in this unit walk you through how to find these records, what data they store, and how to use that information to improve performance, stay compliant, and get more value from your call history.