This unit will take you through setting up a Force.com site to enable integration between Fastcall and Twilio.
As mentioned in the prior step, this is also a good time to log a call to test that the Salesforce Task is created as expected.
A Force.com site is required for Fastcall to communicate with Twilio. You can read more about Force.com sites here.
Do not re-use an existing Force.com site for Fastcall – set up a new one.
1. Search ‘Sites’ in Salesforce Setup
2. Set a site sub-domain name
If you haven’t already done so, you need to set a sub-domain for your sites. You can read more about this here. This sub-domain is public-facing and may be used for other integrations with your Salesforce org, so something like the name of your company is suitable.
3. Create a new site
Click on ‘New’.
The required settings are:
- The default web address ends with ‘/fc’
- The site is ‘Active’
- The Active and Inactive Site Home Pages are ‘InMaintenance’
- Site Template = Site Template
- Require secure connection (HTTPS)
- Update all request to HTTPS
- Enable Sniffing Protection
- Enable Cross-browser Protection
- Enable Referral Protection
It may also be sensible to set the Site Label and Site Name to ‘Fastcall’ so you can find it later.
4. Give the Site Guest User a license
On the Force.com Site detail page look for a button named ‘Public Access Settings’ > ‘Assigned Users’ > Click on the name ‘Site Guest User’. This will take you to the Salesforce page for the Site Guest User. Scroll to the bottom of the page to ‘Managed Packages’ > Assign Licenses. Select Fastcall. The Site Guest User should also have a Fastcall Site Guest Permission Set.
Salesforce requires that the Site Guest Use have a license.
Salesforce uses this license, they do not show it under Setup > Packages. The licenses is used but not managed with user licenses. Salesforce is a bit confusing in this area. The extra license is used by the Site Guest and not available to assign to a user.
5. Set the Force.com Site to be used with Fastcall
In the Salesforce App Launcher look for Fastcall (Lightning or Classic) then the tab for Fastcall Settings. You will see Users Settings and Admin Settings. For your initial testing, you may be working in both. In the Fastcall application, navigate to ‘Admin Settings’ > ‘VoIP Settings’ > ‘Force.com Site’. Select the site you just created from the dropdown.
If you are in a Sandbox you will need to manually enter the site URL using the ‘Advanced Site Setup’ button. Copy the site URL from the Salesforce Sites page. Sbox only.
You can now continue with the next unit in the Fastcall Setup module – provisioning phones.
Last updated: Fastcall version 6.78, 2020-10-21