Please note: Alfred is now called Vinton but this blog was published prior to the name change.

It’s possible to share call recordings, transcripts, summaries and next steps from a call in a public sharing page so that people outside of your Salesforce Org can access the recordings.

Only individuals with access to the Contact, Account, Lead etc. that the call has been stored against can create call sharing links.

Here’s what to do in Salesforce setup to enable sharing pages. A video explainer of this can be found here.

Step 1: Go to Setup

Go to Setup – Quickfind and search for Sites. Click on the Sites option on the left and it’ll then show information on the main area. You’ll need to accept the Salesforce Sites terms of use. This comes free of charge – there are no additional licence implications for you.

  • Salesforce screenshot for accepting the Sites terms of use
  • Salesforce screenshot with the terms of use tick box highlighted

Step 2: Create a new site

Once you’ve accepted the Terms & Conditions, some more settings will appear and you need to click the New button to create a new Site.

Salesforce screenshot of adding a new Site to Setup

Step 3: Add details for your site

Name your Site e.g. Nativevideo Public Site. Set the default web address as nativevideo and then the Active Site Home Page should be VideoWebHook then Save.

Salesforce screenshot of the Sites setup and the settings required for the Nativevideo Public Site

Step 4: Public Access Settings

You then need to update the Public Access Settings. Click the Public Access Settings button, then the click View Users button. Then you’ll be viewing the Public Site Profile.

  • Salesforce screenshot of Sites setup and public access settings button highlighted
  • Salesforce screenshot of the Nativeideo Public Site profile page in Setup
  • Salesforce screenshot listing the Nativevideo public site profile

Step 5: Edit Assignments on the Permission Sets

You then need to update the Public Access Settings. Click the Public Access Settings button, then the click View Users button. Then you’ll be viewing the Public Site Profile.

  • Salesforce screenshot of Setup for Users
  • Salesforce screenshot of permission sets setup

Step 6: Assign licences

Next you need to assign licences to the user. So scroll to the Permission Set Assign Licences section and click Edit Assignments. Then tick both Alfred and Nativevideo and Add.

  • Salesforce screenshot of Setup for Users
  • Salesforce screenshot of Salesforce setup for assigning licences

Step 7: Navigate back to Sites

In Settings, go back to Sites and click on the Site URL for the Site you created. Then copy the URL in the new tab. We need this URL to paste into the Nativevideo Admin Panel.

  • Salesforce Screenshot of setting up sites in Salesforce Admin
  • Screenshot of a Salesforce site link highlighted in the address bar in a browser

Step 8: Add the URL into the Nativevideo Admin Panel

Go to the App Launcher and search for Nativevideo Admin. Click Salesforce from the left menu and then paste the URL into the Public Site URL box.

  • Salesforce screenshot with the app launcher (9 dots) selected and searching for Nativevideo
  • Salesforce screenshot of Nativevideo Admin configurations for the public site URL

Step 9: Set up a sharing rule

The final step is to set up a sharing rule. Return to Setup and search for Sharing Settings.

Under the Sharing Settings page, find Video Junction Sharing Rules. Click New and we can add a new rule with the name Share with Alfred.

In step 3 of this wizard, set the criteria for Email Object API Name not equal to and leave the value blank.

Make sure in step 4 of the wizard that you’re sharing with the Site Guest User you created and save.

  • Screenshot of Salesforce Setup with a search for sharing settings in the quick find box
  • Salesforce screenshot of sharing settings with Video Junction Sharing Rules highlighted
  • Screenshot of Video junction sharing rule options and what to set for Alfred
  • Screenshot of Sharing settings with the criteria field of Email Object API name not equal to null

Step 10: How to create a shareable link

To check it all works, go to a record in your Salesforce with a call recording. Go to the three dots in the corner of the recording and choose Share.

Salesforce screenshot of a video call recording with the option to share the recording highlighted