Send video emails from case layout inside Salesforce

Requirements: 

• Hippo Video Chrome extension. Click on this link to install.

• Enable the Email tab inside Case Layout. Click here to learn how to enable it. 

To login and navigate to the case layout: 

1. Login to Salesforce.com, click on the Setup icon on the top right corner and select Service Setup from the pop-up.

2. In the Search field (top), enter Case and then select Case Page Layouts from the left side panel.

3. Now, click on the Case and then click on the Email tab. You will notice the Hippo Video icon at the bottom of the email compose window.

    

To record and send video emails from the case layout: 

1. Click on the Hippo Video icon. Select the option from the pop-up.

2. Before recording, if you have any lengthy scripts then enable the teleprompter. The Enable Teleprompter feature within Hippo Video will prompt your scripts on the screen and lets you talk without the need to check your notes. Click here to see how to enable it.

3. You can create a new video or import a video from the Hippo Video library or record your screen and share it.

4. Once you have completed it, your video is now ready to be shared.

5. Click on Insert Video to finish up.

6. You'll notice that the thumbnail gets inserted in the email body. Hit Send.

7. Now, your video is successfully shared with your prospect. 

 To check out other topics related to this integration.