Ticket Form

Goal: Enable your customers to record their issue while completing a ticket form.

You have two options for adding Birdie to your Salesforce ticket forms:

Option 1: Quick and No-Code Solution

• Add a button or link to the form using the Birdie Link for Salesforce.

• This requires no development work.

• Customers will manually paste their video URL into the form after recording.

Option 2: Streamlined and Automated Integration

• Add a button or link to the form and integrate it with the Birdie WebSDK (Documentation here).

• This option is quick to implement but requires a developer.

• The video URL will be automatically populated in the form field, eliminating the need for customers to paste it manually.

Both approaches make it easy to incorporate screen recordings into your support processes, enabling your team to resolve complex issues faster and with less effort.