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

2. Open the Fastcall widget

The widget appears in the bottom left of the screen.

3. Go through the instructions

Press ‘Go’

Choose ‘Yes, use the call logger’

4. Find a phone number to call

Open a Lead

Click the phone number

5. Log the call

 

6. Close the 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 The Fastcall Widget – Recording Call Details, however, for now, continue with the remaining units in the Fastcall Setup module.

 

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