Call Logging in Salesforce #Cleandata

Fastcall > WHY FASTCALL? > Call Logging in Salesforce #Cleandata

As a Salesforce-native application, Fastcall logs calls and creates a Salesforce task for each call and SMS without using the Salesforce API. Only a native app can create a Task in real-time without using the API. This native Salesforce call logging is our #1 competitive advantage in the category.

Saving your users hours each month, Fastcall optimizes your workflow by logging calls and creating a Salesforce Task with fewer clicks and – most importantly – 100% consistency. Users will not be bogged down with data entry that inevitably leads to poor data quality.

CALL LOGGING

You can add any Salesforce task picklist to the Fastcall widget; customize your Call Results, append additional call data to your Salesforce Task Subject. Fastcall gives options for call notes, call termination and more.

Calls can be logged to Opportunities and/or Cases. By default, calls are logged to one Salesforce Contact, but we give the option to add multiple Contacts under the Account to a call.

There is also an option to add a follow-up call to the widget. This creates a future open task, for example, “call in one week.” These options are in the widget sidebar as shown below:

When you add a picklist value to the Fastcall widget you will see it along with call results, subject, notes, etc. These are fields that exist in your org or are added by you. Examples include “Call focus” or “Spoke to.”

Fastcall gives several options to set the Salesforce native fields for: Call duration, Subject, Call Result, Task picklists, Comments, Type, Status

Fastcall sets custom fields for: Call to / from numbers, call recording, (for inbound calls) voicemail, from city, state, zip, country

As you know, Salesforce Tasks are the standard object for events, activities and – well – tasks. Your existing reports are built around the Salesforce Task. Fastcall also understands the benefits of using custom objects to better model & detail calls.

Fastcall replicates key call values to the Salesforce Task record, so nothing needs to change if your team is logging calls as Tasks today. If you do not need to create Salesforce Task records for phone calls, you can turn this off in the Fastcall Settings page. See this page for details on the custom objects used by Fastcall for Call Logging.

FASTCALL CTI CAN BE CUSTOMIZED IN MANY AREAS

Call Results by Object: Select between Call Results assigned to specific objects. For example, if you only want to see the Call Results when calling Leads you can define this.
Automatic Call Results: are tied to call durations.

Fastcall can create task records for every call you make. You can define when tasks will be created during a call flow.

When Fastcall is creating your Salesforce Tasks, we give sub-options to create a task for completed calls; create a task for missed calls; and create a task to fix wrong numbers.