Capture Post-Meeting Insights with Voice Notes

Not every conversation gets transcribed. Winter '27 adds Post-Meeting Voice Notes to the Salesforce mobile app so key details survive the post-meeting haze.

Where

In the Salesforce mobile app, immediately after a meeting.

How

The rep records a quick voice note; the app links the recording to the logged-in user, processes the transcription on-device, and sends the resulting text to Einstein Conversation Insights. Because the recording captures only the rep, no verbal consent workflow is needed.

Why

Details fade fast between back-to-back meetings. A thirty-second voice note in the parking lot beats an evening of half-remembered CRM updates, and the on-device transcription design sidesteps the consent complexity of recording other participants.