Key takeaways
- Once the Sendspark Chrome extension is installed, a Sendspark icon appears at the bottom of every Salesforce compose email.
- From that icon you can record a new video, add your last recording, or open your video library and insert an existing video.
- Recording happens in a preview that pops up over Salesforce, so you never leave the page. For Salesforce outreach, camera-only (selfie) recording is the most common choice.
- Videos are inserted as an animated GIF. The landing page text and call-to-action come from the template you add, and the logo and colors come from your workspace settings.
Make sure to install the Sendspark Chrome Extension to use the Sendspark + Salesforce integration.
How to record and share a video in Salesforce
- Install the Sendspark Chrome extension. A Sendspark icon then appears at the bottom of every Salesforce compose email.
- Click the Sendspark icon. You can record a new video, add your last recording, or view your video library and insert an existing video.
- To record, click Record New Video. A preview pops up right above Salesforce, so you stay in your workflow.
- Choose your recording type: a selfie (camera-only) video, your screen, or your face over your screen. For Salesforce outreach, camera-only is almost always the right choice.
- (Optional) Click the camera effects icon to blur or replace your background, or to touch up your appearance. Your choices are saved for future videos.
- Click the red button, wait for the countdown, and record your message. Click the button again to finish.
- In the modal that appears, title your video and, if you like, do light trimming, add another video to stitch to it, or add a template to include a call-to-action or follow-up items.
- Click Insert Video to place the video in your Salesforce email, then add any text you want around it.
- When the recipient clicks the video, it opens on a landing page in a new tab. The text and call-to-action come from your template, and the logo and colors come from your workspace settings, so set up your branding when you get started.
Frequently asked questions
Do I need the Chrome extension to record videos in Salesforce?
Do I need the Chrome extension to record videos in Salesforce?
Yes. Install the Sendspark Chrome extension, and a Sendspark icon will appear at the bottom of every Salesforce compose email so you can record and insert videos without leaving the page.
Can I insert a video I already recorded?
Can I insert a video I already recorded?
Yes. Click the Sendspark icon and choose to add your last recording, or open your video library and insert any existing video.
Which recording type should I use for Salesforce?
Which recording type should I use for Salesforce?
You can record a selfie (camera-only) video, your screen, or your face over your screen. For Salesforce outreach, camera-only is almost always the best choice; screen recording is more useful for product walkthroughs.
Where do the landing page branding and call-to-action come from?
Where do the landing page branding and call-to-action come from?
The text and call-to-action come from the template you add while recording, and the logo and colors come from your workspace settings. Set up your branding when you get started so every video looks consistent.
Can Sendspark send videos through Salesforce automatically?
Can Sendspark send videos through Salesforce automatically?
Yes. Sendspark has other Salesforce integrations for sending personalized videos automatically and syncing data back and forth. Check out those tutorials as well.
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