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

Video transcript

In this tutorial video we’ll show you how to set up the sharing functionality which comes with the latest version of Alfred.

Say you’ve just recorded a call with one of your prospects or customers and you want to share the call with them.

Once the call has been processed, you can click these three dots here and click Share and it will copy a link to a publicly available page.

Paste that in a new tab and that link will allow your recipients to play back a call, look at the exec summary, next steps and transcript.

Only those with access to the record where the call has been stored can share the recording, so it’s limited to the data security model used for your Org.

Let’s see how we can set this up in Salesforce.

Go to Setup, Quickfind and search for Sites.

If it’s the first site that you’ve created you have to accept and register the Salesforce domain.

This comes free of charge. There are no license implications for that.

Once that’s done you click on the New button and we’ll call this Nativevideo Public Site.

Default web address needs to be nativevideo. You need to Activate that.

And then for the ActiveSite Home Page you can select VideoWebHook.

Now click save.

Now that we’ve saved, we can click on Public Access Settings.

View Users. Click on the site Guest User.

Scroll down and click on edit assignments on the Permission Sets.

On the left hand list click inside the box and type N to search for the Nativevideo options.

Choose Nativevideo Public Site User Permissions and add this Permission Set.

You also need to scroll down and assign licenses. You need to select both Alfred and Nativevideo. Then click on Add.

Navigate back to the Sites.

We’ll click on the site URL.

We need to copy the URL of the site and then navigate to the Nativevideo Admin Panel.

From here you can click on Salesforce and paste the URL of the site in the public site URL box.

The next thing, we go to setup and create a sharing rule.

Go to Setup and Sharing Settings.

Look for Video Junction sharing rules and click New.

We can call it Share with Alfred.

We select Guest user access as the rule type.

We search for the field “Email object API name”
Choose not equal to Null

Make sure you’re sharing with the site guest user you created and then click Save.

And now Salesforce will open up the visibility of the relevant Alfred record that you’ve shared with your recipients.

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