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