This unit will take you through setting up the Fastcall Service to enable integration between Fastcall and Twilio.
Introduction
The Fastcall Service is required for Fastcall to communicate with Twilio.
1. VoIP Settings
Under Fastcall Settings > Admin Settings > Fastcall Subscription > VoIP Settings tab.
Click on the “Connect” button to connect to the Fastcall Service.
2. Allow Access
The Fastcall Service integration requires that a user in Salesforce grants it access.
Required Permissions for the Integration User:
- The user must be added as a Fastcall Administrator under Fastcall Settings.
- The user needs to be granted Modify All permissions on the object types that are defined as Managed Objects in Fastcall Settings.
- The user (or their profile) must have access to the Fastcall app under Managed Connected Apps in Salesforce Setup.
More information about Salesforce Integration User here.
Salesforce will ask for your consent to allow the Fastcall Service to access your Salesforce instance.
After completing the steps above, the Status will switch to Connected.
All interactions with the VoIP service will use your current user profile (Fastcall Administrator).
The ‘Refresh Connection’ button should only be used if requested by the Fastcall Support team.
3. VoIP Configuration
In the VoIP configuration settings, you can choose to connect in Testing Mode or Go Live.
Testing Mode
Connect to a shared Fastcall trial sub-account free of charge. The testing environment provides pre-approved phone numbers for sending SMS messages.
Go Live
Fastcall will start billing you and create your own Twilio sub-account. Go Live may take a few days for approval.
Once you Go Live, you have the option to connect with your own Twilio account. Please contact Fastcall support (opens a case) to review the options to connect with your own Twilio account.
If you are using a Developer Edition org, you will have to contact Fastcall Support to provision your Twilio account. The instructions for granting access are here.
You can now continue with the next unit in the Fastcall Setup module.
Last updated: Fastcall version 9.0.0, 2025-10-10