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

In this blog we’ll walk step-by-step through using Alfred notes. Alfred notes are really useful for adding ad-hoc updates after a customer interaction. For a video explainer, visit our video gallery.

Step 1: Browse to the relevant record

Alfred notes are adding against records in Salesforce. If you’re adding a note for a Contact, browse to that contact. If that contact is associated with an Account or Opportunity, the note will also appear there too.

In this example, we’re on a Contact record. The Alfred component has been added to the right hand side of this page layout and the Hey Alfred button is available for recording audio notes.

To start recording your note, click Hey Alfred.

Salesforce screenshot of the Hey Alfred button

Step 2: Recording hints

If your Salesforce Admin has set up recording hints for Alfred, those will appear, along with a microphone button which you click to start your recording.

Note: If there are no recording hints set up, then clicking the Hey Alfred button will start the recording immediately.

Salesforce screenshot of recording hints appearing for an audio note

Step 3: Recording your audio

Click the mic button to start recording and now your Alfred component will look like the below. The mic button converts to a stop button, but you’ll also see a pause button too.

Record your audio message and click stop when finished.

Salesforce screenshot of an audio note being recorded and the mouse about to click on the stop recording button

Step 4: After finishing your recording

Once you’ve finished recording, you can playback your note, you can Retake it or you can click Approve for Alfred to process the note.

Salesforce screenshot of a completed audio note ready to either retake or approve

Step 5: Processing the note

Alfred can take some time to process your audio note. That’s because Alfred is doing a lot of work behind the scenes. Alfred transcribes the note, then AI prepares a summary, suggests next steps and drafts a follow up email.

The Audio Note component will refresh on a regular basis whilst processing. Alfred will also send you an email to notify you when your note is ready.

Salesforce screenshot of a recorded audio note with summary generated by AI

Step 6: What Alfred captures in Salesforce

Once your note has finished processing, you’ll see the summary available in Salesforce. You can also see the suggested next steps, an email draft and the original transcript.

You can edit these elements if you need to.

  • Salesforce screenshot of a recorded audio note with exec summary showing
  • Salesforce screenshot of the follow-up tasks from an audio note
  • Salesforce screenshot of a draft email follow-up
  • Salesforce screenshot showing the transcript from an audio note recording

Step 8: Creating a task from an Alfred follow-up suggestion

Next to each of the listed next steps, you can see a small square icon under the heading “Create task”. Clicking on that icon will automatically create a Salesforce task. It will also change the colour of the square icon to more fully orange to indicate a task has been created.

  • Salesforce screenshot of a suggested follow-up task being clicked
  • Salesforce screenshot of a Salesforce task generated from a suggested follow-up task

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