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Unit – The Fastcall Widget – Recording Call Details

This unit is about to to use the Fastcall widget to record the details of a call. There are separate units covering “how Fastcall can make audio recordings of a call” and “the custom record type, ‘call'”.

In this unit, you will learn more about how to use the Fastcall widget to record the details of a call.

This unit assumes you have completed the previous units in the Fastcall Basics module.

Introduction

You’ve already seen how to close a task and record a call result when finishing an outbound or inbound call. By default, at the end of every call, you will only need to close the task and choose a call result. However, the Fastcall widget helps you do more than this.

During and after a call the Fastcall widget will show a set of controls to allow you to:

  • Write notes about the call
  • Link the call record to other Salesforce records
  • Record the call result
  • Create a new lead record

These controls set details which are then stored on the task and call records in Salesforce.

The exact contents, defaults and behaviour of these controls can be modified by your administrator. This unit assumes the default settings.

Notes

This panel allows you to:

  • Change the subject of the call
  • Write notes about the call

Call result

This panel allows you to choose a call result

Modify Record

This panel allows you to edit the existing record or create a new one.

Last updated: Fastcall version 8.0.0, 2023-03-22

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