You can view your calls and record and listen to Vinton 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 Vinton whilst on the move! If you prefer to watch a video explainer, you can watch the video walkthrough here.

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

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 (use the cog in the top right to switch). Then follow the rest of the steps including giving Vinton 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.

Step 3: Testing Vinton notes in the Salesforce mobile app

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

Tap the Hey Vinton 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.

Step 4: Processing the note

It does take a little time for Vinton to process an audio note. Not only is Vinton 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.

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’ll also receive an email notification that your Vinton note has been processed.

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

For more information on setting up Vinton, visit our video gallery or read more installation guides.