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Record an in-person meeting with Vinton

Record an in-person meeting with Vinton

You can record an in-person meeting from the Vinton mobile app or using the Hey Vinton button in the Salesforce desktop browser app.

 1. From Salesforce in your browser on desktop

  1. Go to the Vinton Library or a record with the Vinton component showing.

  2. Click on the Hey Vinton button.

  3. Click the microphone icon and record your meeting. Vinton will recognise when there are multiple voices and capture the recording as an in-person meeting.

  4. Click Stop when you have finished your meeting.

  5. You can listen again to the recording, or click Approve to save it.

  6. Once approved, Vinton will process the in-person meeting and it will appear in the Vinton Library.

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 2. Associating meeting speakers with Salesforce records

When you record an in-person meeting, Vinton captures the speakers as “Person 1”, “Person 2” etc. You can associate those speakers with Salesforce records.

  1. Go to the Transcript tab on your In-Person Meeting recording.

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  1. Click on the icon next to Person 1.

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  1. In the Assign Participant box, search for the Lead or Contact to assign to the speaker.

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  1. Repeat for all other Speakers.

 3. Record In-Person Meeting via Vinton Mobile App

  1. Follow the instructions for installing the Vinton Mobile App -> Vinton Mobile App Overview

  2. Once the mobile app is installed, follow the guide to Record an in-person meeting or voice note - Vinton Mobile App

  3. Tap the Stop icon when you have finished your meeting.

  4. You can now playback your meeting, or edit the name and tap Save. (Or Delete if you no longer want to keep it).

  5. To assign the meeting or note to a Salesforce record, follow this guide -> Assigning a meeting or note to a Salesforce record - Vinton Mobile App

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