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Unit – Testing Call Logging

This unit will take you through testing the Fastcall widget’s call logging functionality. It will confirm that the widget is functioning properly and that your Fastcall installation has succeeded. You will also learn how Fastcall ‘looks and feels’ to a user.

This unit assumes you have completed the previous units in the Fastcall Setup module.

1. Launch the Fastcall Lightning App

From the Salesforce App Launcher, start the Fastcall Lightning App. You can also access Fastcall in Classic.

2. Open the Fastcall widget

The widget appears in the bottom left of the screen. In Classic Fastcall is in the sidebar.

3. Go through the instructions

Press ‘Go’

Choose ‘Yes, use the call logger’

4. Find a phone number to call

Open a Lead and click the phone number. Keep in mind you are logging a call, not dialing. Fastcall uses this for testing and also to log calls dialed elsewhere example a conference call.

5. Log the call

6. Close the Salesforce Task

7. Record the Call Result

8. Confirm the call log has been made

At this stage, the widget should show a single call log.

You can learn more about call logging in the unit covering recording call details, however, for now, continue with the next unit on editing your Salesforce page layouts.

Last updated: Fastcall version 5.8.4, 2019-05-14