Salesforce Docs Portal

Customize Video Call Recording Options

By default, Momentum uses your connected account’s video platform. Add Momentum Notetaker as a backup to record and transcribe the meeting. Customize Notetaker's appearance and create a custom consent message that attendees see when they join a recorded meeting. These settings apply to all Momentum configurations.

Important
Important If Don’t Capture Calls is selected in the video provider option in your default configuration, you can’t record video calls or use Notetaker. Momentum only syncs events and captures email.

When you use Notetaker, it automatically joins scheduled calls for your users and records the session. The recording and transcript appears on the Video Call record home of the event owner and in the Momentum Call Library.

  1. From the gear icon, select Salesforce Go.
  2. On the Salesforce Go Home page, search for and select Momentum.
  3. Go to the Unlock Advanced Functionality section.
  4. For Customize Momentum Notetaker Consent Page, click Manage and add your recording consent.
  5. For Customize Momentum Notetaker, click Manage and give your Notetaker a unique name and avatar.
  6. For Choose Default Recording Method, select how you want to use Notetaker.

Notetaker settings under the Advanced Functionality section.

If Notetaker doesn’t automatically join a meeting, users can manually add it to a meeting from the Momentum Upcoming Calls home, even when the default recording method is Native Integration without Momentum Notetaker.

Understand Notetaker’s Appearance Options and Image Guidelines

Add a display name and image to customize how Notetaker appears when joining a call.

  • The image should be in JPEG format.
  • The image should be 16:9 and the recommended resolution is 1280x720.
  • The maximum size is 1.3MB, though we recommend attaching a smaller image if possible.