Dictate in any app · CRM

Voice typing in Salesforce

Salesforce lives or dies on call notes, and call notes are the thing reps refuse to type. Typally works at the keyboard level, so anywhere Salesforce accepts typing, it accepts your voice instead.

From the people who build Typally. If Salesforce's own option covers your use, use it — this page will tell you when it does.
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In short

  • Salesforce's own dictation: None in the standard record UI.
  • What Typally does instead: behaves like a keyboard, so it reaches parts of Salesforce a built-in feature would not.
  • Best used for: call notes

Does Salesforce have built-in dictation?

None in the standard record UI. Einstein features summarise and generate text rather than transcribe yours.

Why dictate in Salesforce at all?

Every sales manager knows the CRM is only as good as what reps put in it, and every rep knows typing notes after a call is the worst part of the job. So notes get written at the end of the week, from memory, and are worth very little.

In practice people use it for: Call notes, opportunity context, next-step summaries, activity logging, and the handover note when an account changes owner.

How to dictate in Salesforce

You do not configure anything in Salesforce. The hotkey works wherever your cursor happens to be:

1

Download and sign in

Grab the build for your platform and create an account.

2

Open Salesforce and click where you want the text

The cursor position is the whole instruction — Salesforce routes the keystrokes from there.

3

Press and speak

Hold, talk, release. Long passages are fine.

4

Read it before you move on

Salesforce fields have length limits and some are single-line. A long dictated note can be truncated silently — use the description or notes field, not a text field.

What Typally adds in Salesforce

Typally types into call notes and opportunity fields with no Salesforce integration to install, which usually makes it a shorter conversation with IT than an app would be. Dictating the note in the two minutes after a call produces a fundamentally different artifact from one written on Friday from memory.

What this looks like in practice

A rep finishing a discovery call spends ninety seconds talking the notes into the opportunity — what the customer actually said about budget, who else is involved, what they objected to. The manager reading it on Monday needs no meeting to understand where the deal stands.

One habit that makes it work better

Dictate the note in the two minutes after the call, before the next one. A note written from memory on Friday is a different and much worse artifact.

What to watch out for in Salesforce

Salesforce fields have length limits and some are single-line. A long dictated note can be truncated silently — use the description or notes field, not a text field.

Frequently asked questions

Does Salesforce have voice-to-text for notes?

Not in the standard UI. Einstein generates and summarises; it does not transcribe your speech into a field.

Can I dictate into Salesforce on a locked-down work machine?

A tool that types keystrokes needs no Salesforce integration or admin approval within the app itself, though your IT policy still applies.

Will dictation work in Salesforce Lightning?

Yes — its fields are ordinary web inputs.

Try it in Salesforce

There is a permanent free tier of 100 minutes a month. Pro costs $7.99/month and raises the limit.

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