Voice Notes
Tap. Talk. Done. Create Salesforce work items from your voice — on any job site, in any meeting, from any phone.
How It Works
Tap the Mic
Big button, mobile-first. Works with gloves. One tap starts recording.
Talk
Describe what happened — the customer request, the site condition, the next step. Browser transcribes in real time.
Review
See the transcript instantly. Edit the title, set priority, add a date. Or just ship it as-is.
Done
One tap creates a Salesforce work item. It shows up on the Board, the Timeline, and the Portal. Trackable forever.
Under the Hood
No external APIs. No per-minute charges. No data leaving Salesforce.
Web Speech API
Browser-native voice recognition. Works in Chrome, Edge, Safari. No API key needed. No cost per minute. Your audio never leaves the device.
Real-Time Transcription
Text appears on screen as you speak. Review and edit before creating the work item. No waiting for processing.
Batch Mode
Ramble about three things? The LWC splits by sentence boundaries and creates separate work items for each. One voice note, multiple trackable items.
Smart Date Parsing
Say “next Monday” and the system parses it to an ISO date. The work item gets a start date automatically. Invalid dates are handled gracefully.
Apex Backend
Two @AuraEnabled methods: single creation and batch. Respects CRUD/FLS, runs in system mode for reliability, returns links to created records.
Zero Dependencies
Ships as part of the Delivery Hub managed package. One LWC + one Apex controller. No npm packages, no external scripts, no CDN loads.
Who It's For
Outside Sales Rep
Standing on a construction job site after a customer meeting. Hands dirty. Phone in one hand.
Before
Drive back to the office, try to remember what was discussed, type notes into Salesforce 3 hours later.
After
Tap mic → talk for 30 seconds → work item created before you reach the truck.
Field Service Tech
Just finished an equipment install. Need to log what was done and flag follow-up items.
Before
Scribble on paper, transcribe later (maybe), lose half the details.
After
Voice note from the job site → batch mode splits into 3 separate work items automatically.
Account Manager
Walking out of a client lunch. Three action items discussed.
Before
Send yourself an email reminder, forget to create the tickets, drop the ball on one item.
After
Voice note in the elevator → 3 work items with titles, priority, and dates. Done before dessert settles.
Stop Typing. Start Talking.
Voice Notes ships free inside Delivery Hub. Install on any Salesforce org.