Please note: Alfred is now known as Vinton, but this video was recorded prior to the name change.

Video transcript

Alfred is now known as Vinton.

When Alfred is installed in your Org, you’ll be able to see it in the Salesforce mobile app too.

In order to make it work on mobile devices, our Nativevideo mobile app should be installed to help manage the mobile audio recording to be saved directly in Salesforce.

Here I am on a Contact in my Salesforce Org. I can see the Hey Alfred button to record an
audio note but as I’ve not yet installed the Nativevideo app, I can’t get started with Alfred here. Let’s fix that.

Go to the AppStore or Google Play Store on your device and search for Nativevideo.

Install the Nativevideo app and then open it on your device.

Next you’ll be asked to log in to the app. You use your Salesforce login credentials here.

If you’re logging into a sandbox account, you can use the settings cog in the top right to switch from a production to a sandbox environment.

Next you’ll be asked to provide various permissions to the Nativevideo app.

For iOS apps you’ll be asked to allow speech recognition. Alfred uses Siri for real time transcription.

Camera is optional if you’re going to use audio recordings.

If you don’t grant permission now, but want to in the future you’ll need to change the option in your phone settings.

You’ll obviously need to grant permission for the microphone
otherwise you won’t be able to record audio notes.

You’ll be asked to allow notifications.

For Android users, you’ll need to grant access to the library.

This is required for Android 12 and below.

For iOS, you’ll be asked to grant access to your photos but you can choose to limit the access.

Location is optional. If you don’t give your location permissions, the app will not be able to access location data, but it will still work as expected.

Once completed you return to Salesforce, and try the Hey Alfred button again.

You’ll see this time it opens a new audio recording.

We have some recording hints here. You can create your own recording hints for your Org.

Let’s make a short test recording.

“Met Mario at his offices today. We discussed the date for kickoff of phase two of the project in January 2024 and the need for his finance team to approve the POs for that phase. We’ll schedule a call with Carol and Peter to finalise a more detailed timeline. I need to adjust the statement of work to include 2 additional days of user training.”

You can play back the audio note, you can edit the transcript. Once happy you click save.

You’ll see that your upload is in progess and once complete, you can click Done.

You’ll automatically return to Salesforce and if we click on this refresh icon, you’ll see the Alfred note is processing.

Alfred takes some time to process audio notes typically between 30 seconds and a couple of minutes.

This is because Alfred is doing a lot of work for you behind the scenes!

First of all Alfred transcribes your note, then the AI works on preparing the summary, suggests next step tasks and drafts a follow up email for you to use.

Let’s speed this up and see if this note has now been processed.

And there it is. We can see the note I made.

There’s the summary. Next step tasks and a followup email.
We can turn one of these next steps into a Salesforce task by tapping this button here.

And then here’s the full transcript too.

Use Alfred and make your Salesforce updates quicker and easier.

Share this video