This Unit will take you through installing the Fastcall package from the Salesforce AppExchange. By the end of it, you will have installed Fastcall in your Salesforce Org and learned where you can see your Fastcall version number and license status.
Time estimate – About 10 mins.
Fastcall updates the AppExchange package frequently. This Unit was produced on 2018-11-05.
1. Go to the Salesforce AppExchange
You can get to the AppExchange either via the settings in your Salesforce Org or directly in your web browser.
2. Find the Fastcall App
Search for “Fastcall” and open the Fastcall product page. Click ‘get it now’.
3. Choose the installation environment
4. Confirm the details
5. Install for admin only or all users
6. Approve third-party access
Fastcall needs to communicate with Twilio in order to make and receive calls.
7. Wait for the installation to complete
This will take a few minutes and will probably result in the AppExchange notifying you by email.
8. Check the install has succeeded
Once complete, you should be redirected to “Installed Packages” in your Salesforce settings, where you can see your Fastcall version number and license status. During the 7-day free trial period, there are five licenses available (production); licenses are not required in a sandbox.
In the Salesforce App Launcher, search for ‘Fastcall’ to confirm the app is installed.
9. Fastcall License, Permission Sets and Salesforce Call Center File
The installing admin will be assigned a Fastcall application license, permission sets for user and admin; as well as a Call Center File. You will find these in the Salesforce User record. If you are going to add additional users at this step, do so in the Fastcall application. Details on users and licensing are here.
10. Verify the Application is Available on your Salesforce pages; Test the Call Logger
In the next step, you will create a Salesforce site to enable communication with Twilio, then you can make a few test calls.
This is also a great time to test Fastcall as a call logger (without Twilio and without dialing). You can confirm at this step that the Salesforce Task is created as expected. You can jump ahead and test now, or spend a few more minutes to create the Salesforce Site used by Twilio and test with a live call. One is faster; the other more thorough.
Last updated: Fastcall version 5.8.4, 2019-05-12