This unit covers the settings that control the way Fastcall creates Task Records when calls take place.

Introduction

With the most common setup, Fastcall logs calls to the Salesforce Task Records.

The Tasks settings are found under Fastcall Settings > Admin Settings > Logging > Tasks.

General Settings

To reveal the individual options ‘Create Tasks for Completed Calls’ must be turned on. When off, Fastcall will not create a Salesforce Task for each call.

You can also restrict Fastcall so that it only creates Tasks in specific circumstances – for example, you may wish to use the Call Records in most cases and not create a Task Record for a completed call, but still create Tasks to remind your users about Missed Calls and Wrong Numbers.

The Salesforce standard Comments field is long text and cannot be shown in a related list. ‘Store Notes on Task’ copies the Comments to a custom field so they can be added to your related list.

Fields

The Fields tab allows you to control additional options on the Widget. You can add a setting to create follow up actions – “Call in One Week”. Fastcall will also show all custom picklist fields in your org. When selected, thse will be displayed in the Widget.

Status

The Status tab controls which Status is assigned to Tasks under given circumstances. The status values come from the picklist on the Task object.

Last updated: Fastcall version v6.0.2, 2019-05-14