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

You can view your calls and record and listen to Alfred notes directly in the Salesforce mobile app. Here’s what you need to install and how to set up your phone so that you can make the most of Alfred whilst on the move! If you prefer to watch a video explainer, you can go to our video gallery.

Firstly, it’s important to point out that once you’ve installed Alfred in your Org, users will see the Hey Alfred button in their Salesforce mobile app, but it won’t record or playback any videos. You need to install the Nativevideo mobile app in order to use Alfred on a mobile phone.

You can get the Nativevideo mobile app from the App Store or Google Play Store. (Please note: it is the Nativevideo app that you need, not the Alfred mobile app).

Download on the App Store logo
Get it on Google Play logo

Step 1: Install the Nativevideo app on your phone

Go to your device’s app store and search for Nativevideo. Install the Nativevideo app on your device. Once installed, open the app.

AppStore screenshot of a search for Nativevideo

Step 2: Follow the setup process

Follow the steps to set up the Nativevideo app.

You’ll need to log into your Salesforce account. You can choose to log into production or sandbox. Then follow the rest of the steps including giving Alfred access to your camera (optional) and microphone (mandatory) to record notes.

The final step of the setup will indicate that your Nativevideo app is empty and will advise you to return to Salesforce to start recording videos.

  • Nativevideo mobile app screenshot showing choice of production or sandbox for installation
  • Nativevideo mobile app login via Salesforce credentials
  • Nativevideo mobile app sign in using Salesforce
  • Nativevideo mobile app screenshot showing request to access speech recognition
  • Nativevideo mobile app screenshot showing Welcome and Let's go button
  • Nativevideo mobile app screenshot asking user to Enable camera
  • Nativevideo mobile app screenshot showing app requesting access to camera
  • Nativevideo mobile app screenshot Enable your microphone
  • Nativevideo mobile app screenshot with request to Access the Microphone
  • Nativevideo mobile app screenshot with request to Enable notifications
  • Nativevideo mobile app screenshot Allow notifications
  • Nativevideo mobile app screenshot allow access to photo library
  • Nativevideo mobile app screenshot showing empty storage with no videos yet recorded

Step 3: Testing Alfred notes in the Salesforce mobile app

Open Salesforce and browse to a record type where the Alfred component is included, such as a Contact.

Tap the Hey Alfred button and this will then take you directly to the Nativevideo app. Tap the microphone icon to start recording. As you record, the large blue circle will pulse. You’ll see any Recording hints that have been set up, and a stop and pause button appears at the bottom of your screen.

Once you’ve stopped your recording you can listen back to it. Once happy you click Save. Next you’ll see that an upload is in progress and finally you’ll see that the audio has been successfully uploaded.

Tap Done and you will automatically return to Salesforce.

  • Nativevideo mobile app screenshot showing the start of an audio note recording
  • Nativevideo mobile app screenshot showing an audio note recording in progress
  • Nativevideo mobile app screenshot showing an audio note recorded, with transcript below
  • Nativevideo mobile app screenshot showing upload in progress
  • Nativevideo mobile app screenshot audios successfully uploaded

Step 4: Processing the note

It does take a little time for Alfred to process an audio note. Not only is Alfred transcribing your audio, but a summary, next steps and email draft is also being created by the AI.

You’ll see your note is Processing in Salesforce. The page will autorefresh every so often.

Salesforce mobile app screenshot showing list of audio note recordings

Step 5: Your processed note

Once your note has finished processing, you’ll see the summary, next steps, draft email and the original transcript for your note in Salesforce.

You can edit the text on any of these pieces of content should you need to.

  • Salesforce mobile app screenshot showing the exec summary of an audio note recording
  • Salesforce mobile app screenshot showing suggested tasks from an audio note recording
  • Salesforce mobile app screenshot showing a suggested email follow-up after an audio note
  • Salesforce mobile app screenshot showing an audio note transcript

For more information on setting up Alfred, visit our video gallery or read more quick start blogs.