This unit walks you through three essential setup guides to embed Fastcall within your Salesforce environment:
- Add the Fastcall Softphone to the Utility Bar – Learn how to make Fastcall accessible in any Lightning app by placing it in the Utility Bar for always-on availability.
- Add the Fastcall Panel to the Utility Bar – Add the Fastcall panel to your Salesforce interface so that admins and managers can monitor calls on hold in real time and answer them directly. The panel also displays missed calls, allowing users to quickly respond without leaving Salesforce.
- Add the Fastcall LWC to your Lightning Pages – The Fastcall LWC it’s a Lightning Component optionally added to the page layout that allows multiple users to interact with the Lead or Contact.
With this unit, admins can seamlessly set up Fastcall in their Salesforce org—combining quick access from the utility bar, a central panel for call management, and built-in real-time interaction tools.