This unit will take you through the first test call either dialing with the Fastcall softphone or using the Testing Mode functionality. We want you to confirm that the application 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.
2. Fastcall Subscription settings
In Fastcall Settings > Admin Settings > Fastcall Subscription, you can choose between Testing Mode or Go Live.
If you choose Testing Mode, you will be connected to a shared Fastcall trial sub-account at no charge.
3. Open Fastcall from the Salesforce utility bar (footer)
Fastcall appears in the bottom left of the screen. In Classic Fastcall is in the sidebar.
(This is Salesforce Open CTI, btw)
4. We give some basic steps for the first time user
If you are connected to Fastcall Service and you have assigned the provisioned phone, you will also see an option for the Fastcall softphone. Otherwise, only the Testing Mode is available. Devices are set for outbound calls. Further along in setup, you will see options for Softphone, Testing Mode, Office Phone, Mobile and/or a SIP Phone.
Press ‘Go’
Choose Testing Mode
Choose ‘Yes, use the testing mode’ or select the softphone.
5. Find a phone number to call
Open a Lead and click the phone number. With the softphone, your browser will need access. Like any other browser phone. Once granted, you will dial an outbound call using your headset. Your provisioned or verified phone will be the outbound caller ID.
Keep in mind if you have an option to log a call, and not dial. Fastcall uses this for testing and also to log calls dialed elsewhere example a conference call.
6. Call is logged in Salesforce
Fastcall logs the call in Salesforce
7. Record the Call Result
8. Close the Salesforce Task
9. Confirm the call log has been made
At this stage, the widget should show a single call log.
Widget menu
You can also turn the Testing Mode ON/OFF in the widget menu, at the top left corner.
You can learn much more about Fastcall capabilities and call logging in the units covering these topics. For now, continue with the next unit on editing your Salesforce page layouts.
Last updated: Fastcall version 8.4.3, 2024-02-08