This module is aimed at Salesforce administrators. It describes the Fastcall installation and setup process in a Salesforce org for the first time. By the end of this module you will know how to:
- Install the Fastcall application from the AppExchange
- Set up the default page layouts and the essential application settings
It should take you about 15 minutes to go through all the units in this module, and another 15 minutes to actually do this on your Salesforce org at the same time. The Fastcall app has a built-in wizard that will take you through some of the units of this module.
This module walks you through the initial Fastcall installation and setup, and basic testing. The Fastcall Administration module guides you through specific application options and capabilities.
UNITS – Fastcall Setup
Last updated: Fastcall version 7.72, 2022-10-13