Ticket Form

Add Birdie to your Salesforce Ticket Form

If you need tailored guidance for your Salesforce configuration, contact our team.

Before setting up the Ticket Form flow, make sure Birdie is properly installed in Salesforce.

Adding Birdie to your ticket form allows customers to attach a screen recording directly when submitting a support ticket.

How to set it up

1. Open Flow Builder in Salesforce.

2. Select the ticket form (flow) you want to add Birdie to.

3. Add a title or prompt (for example: “Can you show us with a video?”).

4. Drag and drop the Birdie Lightning Web Component (LWC) onto the flow.

5. (Optional) Customize the component labels: - Email → Add your customer’s email variable so the screen recording is always tied to their ticket - Start Recording Button Text - Recorder Open Button Text - Video Field Placeholder (Before Recording) - Recording Confirmation Message

6. Save your flow and publish your Digital Experience site where the ticket form is displayed.