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.
1. Go to Fastcall in Salesforce AppExchange
From the AppExchange listing click ‘get it now’.
2. Choose the installation environment (production or sbox)
3. Confirm the details
4. Install for Admin Only or All Users
Fastcall manages permissions so the choice does not matter.
5. Approve third-party access
Fastcall needs to communicate with Twilio in order to make and receive calls.
6. Wait for the installation to complete
This will take a few minutes and will probably result in the AppExchange notifying you by email.
7. Check the installation has succeeded
Once completed, you should be redirected to “Installed Packages” in your Salesforce settings, where you can see your Fastcall version number and license status. There are ten licenses available. This is our user minimum in a production org; licenses are not required in a sandbox.
In the Salesforce App Launcher, search for ‘Fastcall’ to confirm the app is installed.
8. 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. Please do not remove these items from your Salesforce User record. If you are going to add additional users at this step, do so in the Fastcall application. Details about users and licenses are here.
9. Fastcall Lightning Application
In Lightning, Fastcall will be available in the App Launcher. Fastcall can be added as a phone utility on your other Salesforce Lightning apps. Fastcall is also available in Salesforce Classic.
10. VoIP Integration – Fastcal Service
In the next step, you will connect to the Fastcall Service and 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 in this step that the Salesforce Task is created as expected. You can jump ahead and test now, or spend a few more minutes connecting the Fastcall Service used by Twilio and test with a live call. One is faster; the other is more thorough.
Last updated: Fastcall version 8.2.8, 2023-08-29