In this unit, you will learn more about how 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'”.
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
- Record the call result
- Edit record or create a new one
- Link the call record to other Salesforce records
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.
Search Other Existing Records
This panel allows you to link the call record to other Salesforce records.
Last updated: Fastcall version 8.2.0, 2023-07-13