This unit will take you through setting up a Force.com site to enable integration between Fastcall and Twilio.

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

Introduction

A Force.com site is required for Fastcall to communicate with Twilio. You can read more about Force.com sites here.

Do not re-use an existing Force.com site for Fastcall – set up a new one. You cannot delete Force.com sites once they are set up, so it’s wise to read and understand the documentation before going ahead with this step.

1. Open the ‘Sites’ tab in Salesforce Setup

2. Set a site sub-domain name

If you haven’t already done so, you need to set a sub-domain for your sites. You can read more about this here. This sub-domain is public-facing and may be used for other integrations with your Salesforce org, so something like the name of your company is suitable.

3. Create a new site

Click on ‘New’.
The required settings are:

  • The default web address ends with ‘/fc’
  • The site is ‘Active’
  • The Active Site Home Page is ‘InMaintenance’

It may also be sensible to set the Site Label and Site Name to ‘Fastcall’ so you can find it later.

4. Give the Site Guest User a license

On the Force.com Site detail page look for a button named ‘Public Access Settings’ > ‘Assigned Users’ > Click on the name ‘Site Guest User’. This will take you to the Salesforce page for the Site Guest User. Scroll to the bottom of the page to ‘Managed Packages’ > Assign Licenses. Select Fastcall.

Salesforce requires that the Site Guest Use have a license.

Salesforce uses this license, they do not show it under Setup > Packages. The licenses is used but not managed with user licenses. Salesforce is a bit confusing in this area. The extra license is used by the Site Guest and not available to assign to a user.

5. Set the Force.com Site to be used with Fastcall

Return to the Fastcall settings menu via the Salesforce App Launcher.
Navigate to ‘Admin Settings’ > ‘VoIP Settings’ > ‘Force.com Site’.
Select the site you just created from the dropdown.

If you are on a Sandbox org you will need to manually enter the site URL using the ‘Advanced Site Setup’ button.

You can now continue with the remaining units in the Fastcall Setup module.

Last updated: Fastcall version 5.8.4, 2018-12-14