Configure how Fastcall identifies, searches, and associates Salesforce records with phone numbers and call activity. These settings help ensure calls are logged to the appropriate records and give you control over which Salesforce objects and phone number relationships Fastcall uses.
In this unit
- Managed Objects – Learn how to configure the Salesforce objects that Fastcall can access and use when identifying records for call logging.
- Search Settings – Configure how Fastcall searches Salesforce records to identify matching contacts, leads, accounts, and other supported objects based on phone numbers.
- Phone-Record Relations – Manage the relationships between phone numbers and Salesforce records to control how Fastcall identifies and associates records during call logging.
- Do Not Associate Phone List – Configure a list of phone numbers that Fastcall should exclude from automatic Salesforce record associations.