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Unit – Setting Up Salesforce Mobile

This unit covers the admin functionality to enable Fastcall in the Salesforce Mobile app. By the end of it, you’ll be able to call and send messages using Fastcall in Salesforce Mobile.

First, download the Salesforce Mobile App from the App Store or Google Play and install it on your mobile device.

Fastcall in the Salesforce Mobile app

When you open the Salesforce Mobile app, you will find different Fastcall components and actions integrated directly inside. From the bottom navigation bar, you can easily access both the Softphone and the Fastcall Control Panel.

fastcall mobile app

If you don’t see the Fastcall components, or if you want to add the Softphone and Control Panel tabs to your personal app, go to Setup > Salesforce Navigation and add them under Navigation Menu Items.

navigation menu items

Fastcall Quick Actions in Salesforce Mobile

Fastcall provides Lightning Actions—“Call” and “Conversations”—that you can add to your Salesforce Mobile page layouts for quick access.

Setup > Object Manager > Record type > Buttons, Links, and Actions

fastcall actions

Setup > Object Manager > Record type > Page Layouts > Mobile & Lightning Actions

lead page layout

Fastcall Lightning Action in Salesforce Mobile

After adding the Fastcall Actions to the page layout, two buttons will appear: Call and Conversations.

fastcall actions in lead

Note: The phone number should be removed from the Salesforce Mobile page layout to restrict the user to call only through the Fastcall buttons.

Salesforce Mobile Notifications

Salesforce Mobile notifications alert users to voicemail, messages and missed calls to a user’s mobile phone.

Under Setup > Notification Delivery Settings, edit the “Mobile Call Notification”.


Inside the “Edit Delivery Settings”, make sure that Android and/or IOS apps are selected.

Last updated: Fastcall v9.4.0, 2026-07-20

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