In this blog we’ll walk you step-by-step through creating recording hints for Vinton, so that when people record a Vinton note, they are prompted with suggestions of what to include in the note. You’ll need to have followed the Vinton installation before creating recording hints.

We have a video explainer as well, so if you prefer to watch that, go here.

Step 1: Go to the Nativevideo Admin area

Click on the app launcher and choose Nativevideo admin.

Screenshot of Salesforce with the the app launcher (9 dots) open

Step 2: Select Vinton from the left menu

Now choose Vinton from options on the left and you’ll see Recording Hints is the first tab shown.

Step 3: Add New Recording Hint

Click the blue +New Recording Hint button.

You then need to add the details for your hint.

  • Give it a title. This is what will appear above the list of recording hints.
  • Give it a codename. This is needed for when you edit the page to indicate when this recording hint should appear.
  • Set the status to Active.
  • Add the items for your recording hints. In this example we’ve used BANT – Budget, Authority, Need, Timeline as reminders for things that should be included. This is very sales related but you could create recording hints for interview notes, or for customer success.

Finally click +Save Recording Hint.

You’ll then see your new recording hint listed. There might be other recording hints available too. You can customise when each set of hints appears.

Step 4: Editing pages to display recording hints

Let’s take a look at how to display recording hints on a page. In this example we’re on a Contact page and we go to Setup and Edit Page.

Salesforce screenshot of a Contact page and where to Edit it

Step 5: Adding and editing the Vinton Recorder component

Once editing the page, you can drag and drop the Vinton Recorder on to the page. In this example we already have a Vinton Recorder component on the page, which only displays if the Contact record is a Customer.

We can add another Vinton recorder to the page and apply different visibility settings e.g. to appear when the Contact Record is a Prospect.

Step 6: Set component visibility

Click to Add Filter and specify your criteria for your hint to appear. In this example we’re having the MeetingDebrief recording hints show up when the record type is not equal to prospect.

Then click Save to save your page changes.

Step 7: Check your recording hints in a new note

Navigate to a record that matches your component visibility criteria and click Hey Vinton in the Vinton Recorder. You’ll then see the recording hints you specified should appear.

Salesforce screenshot for a contact with an audio note recording hints showing

For more information on setting up Vinton, visit our installation guides.

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