This unit covers the basic Short Message Service (SMS) functionality of Fastcall. By the end of it, you will be able to send and receive SMS messages. This relies on your administrator setting up SMS functionality for you – it’s not available until they do this.

SMS on the widget

Once SMS is enabled, your widget will have a new tab on the bottom for SMS. Clicking on this tab will enable you to see inbound SMS messages, and you can click on the message to see more

Sending SMS messages

To send an SMS message, you can either:

  • Just click the phone number on any Salesforce record when the SMS tab is open on the widget
  • Use the dial pad
  • Reply to an existing message in the widget

Receiving SMS messages

When you receive an SMS message it will not cause a visual or audible notification. You need to check your messages tab on the widget.

You can choose to have SMS messages forwarded to your email or to another phone (these settings use your Salesforce User email and mobile phone number). These settings are found in Fastcall Settings > User Settings > Inbound Settings.

SMS Templates

SMS – Basic template

You can speed things up by using SMS templates. These are added by yourself via Fastcall Settings > User Settings > SMS Templates, or by your administrator. Once you have a template, you can select it in the widget when composing an SMS message.

SMS – With Merge Fields

SMS has the availability to add basic merge fields in Templates. Need to create a New Template and enter details: Name, Assign to, User, Body. For body add, for example: Hello {!Name}. The template should be created

Go the object example lead, click on the number and then add the template from the menu to the body

Last updated: Fastcall v6.0.2, 2019-01-11