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Turn Salesforce training videos into guides that show your org, not Trailhead's
Adoption fails when reps cannot remember which fields to fill at which stage. Record the walkthrough once and Vidocu turns it into numbered steps with a screenshot of each Lightning page as configured in your org, ready to regenerate after every release.
How do you turn a Salesforce training video into documentation?
Upload the recording of the Salesforce process, whether it is an enablement session, a consulting partner's handover, or a fresh screen capture in a sandbox. Vidocu transcribes the narration, detects each click, and writes numbered steps paired with a screenshot of the record page, list view, or Flow screen at that moment. Because the screenshots come from your recording, the guide shows your custom objects, your path stages, and your page layouts.
You review the draft in the editor, add the rule about which fields are required at Closed Won, and publish it as a help article, a PDF, or a narrated video with a quiz for the sales team.
Why Salesforce documentation falls behind
Three releases a year
Spring, Summer, and Winter each move something. Guides with hand-made screenshots are wrong within months, and reps stop trusting them.
Every org is customised
Custom objects, Flows, page layouts, and validation rules mean Trailhead teaches a Salesforce your reps have never logged into.
Adoption depends on process
Forecasts are only as good as the stage hygiene behind them. When reps do not know the process, the admin becomes the help desk.
What a Salesforce recording turns into
Vidocu documents whatever the recording shows. These are the areas of Salesforce teams most often record, with screenshots of the screens as configured in their own environment.
Sales Cloud
Lead conversion, opportunity stages, quoting, and forecasting as your path and validation rules define them.
Service Cloud
Case handling, Omni-Channel routing, macros, and knowledge articles as your agents use them in the Service Console.
Flows and automation
Screen Flows and record-triggered automations documented from the user's side, so people know what happens when they click Save.
Custom objects and Lightning pages
The objects, related lists, and page layouts your admin built, with a screenshot of each as configured.
Reports and dashboards
How to run, filter, and read the reports and dashboards your leadership reviews, including the filters people get wrong.
Administration
Admin guides for permission sets, profiles, and the configuration that makes your org yours.
Try it with a Salesforce walkthrough
Upload a recording of one process in your sandbox, like converting a lead or working a case, and see the guide Vidocu writes from it.
Drop your video here
or click to browse
Free plan included. You will be asked to sign in before the guide is generated, and your file comes with you.
How it works
Record the process in a sandbox
A short capture of one task with test records, or the recording of an enablement session you already ran.
Vidocu writes the guide
Numbered steps drafted from the actions in the recording, each with a screenshot of the Lightning page as configured.
Add the rules
Insert the required fields per stage, the approval threshold, and the naming convention. Apply your brand.
Publish where reps look
Host guides in a searchable knowledge base, embed the narrated video in your enablement tool, translate for regional teams, and add a quiz.
What you get from one Salesforce recording
One upload. Everything generated. Each output is edited on its own and regenerated together when the process changes.
Step-by-step user guides
Numbered steps with a screenshot per step, edited in a built-in editor and exported to PDF, Word, or formatted text.
SOPs and work instructions
The same recording as a procedure document, with the warnings and business rules you add in review.
A narrated training video
Auto zooms, captions, and an AI voiceover from the same upload, so people who prefer to watch can.
A searchable knowledge base
Host every guide on your own domain with search and an Ask AI assistant that answers from your content.
Translations that stay in sync
Guides, subtitles, and voiceover in the languages your teams work in, each editable on its own.
Training quizzes and sign-off
A short quiz generated from the guide, with pass tracking and deadlines for a group.
Who uses Vidocu for Salesforce
Salesforce administrators
Document the org you built so 'how do I' questions become links. Regenerate after each release instead of retaking every screenshot.
Consulting partners
Turn the enablement sessions in your statement of work into the client's user guides, without a documentation phase at the end of the project.
Sales and service enablement
Onboard reps and agents with guides that show your org and your stages, in their language, and confirm they know the process with a quiz.
Updating after a Salesforce release
Every step and screenshot comes from the recording, so an update is a re-run rather than a rewrite. Record the changed process, generate again, and the guide, the video, and every translation follow. Nobody retakes screenshots by hand.
What Vidocu does not do for Salesforce
- Vidocu is not an AppExchange app. It does not connect to your org, read metadata, or publish into Salesforce Knowledge or in-app guidance. It reads recordings and produces documents and videos you place where your users look.
- Customer data stays out of the recording. Record in a sandbox with test records. Account names, contact details, and deal amounts on screen would end up in the screenshots.
- One process per recording works best. A focused walkthrough of one task produces a focused guide. A full-day enablement session is better cut into segments before upload.
Salesforce training to documentation FAQ
Yes. The steps and screenshots come from your recording, so custom objects, Screen Flows, path stages, and page layouts appear exactly as your users see them. Vidocu does not need access to your org.
In-app guidance shows prompts inside Salesforce and Trailhead teaches the standard product. Vidocu produces a narrated video and a written guide of your specific process from a recording, which you can publish anywhere, translate, and follow with a quiz. Teams often use in-app prompts for nudges and Vidocu for the actual how-to.
Re-record the affected process after the release and regenerate. Because every step and screenshot is produced from the recording, an update takes minutes of processing rather than a manual pass through every image in the guide.
Yes. Copy the formatted article into a Knowledge article, export PDF or Word, or embed the MP4 in your enablement platform. Vidocu can also host the guides in its own knowledge base on your domain with search and an Ask AI assistant.
Yes. The written guide and the video, including subtitles and AI voiceover, can be translated into the languages your regions work in. Each translation is editable on its own.
Recordings are stored in your private workspace and used only to generate your content. Record in a sandbox with test records so screens do not show real customer data. Enterprise plans include a data processing agreement and SSO.
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See the pageVidocu for ServiceNow
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See the pageSee your Salesforce walkthrough become a guide
Bring one recording to the demo. We generate the guide live and walk through the editor, translations, and hosting.
Salesforce is a trademark of Salesforce, Inc.. Vidocu is an independent product and is not affiliated with, endorsed by, or sponsored by Salesforce, Inc..
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