Pithflow

Dictate Salesforce notes and emails on Windows

Salesforce runs in a browser tab, and no field in it has a dictate button. Pithflow is a Windows app: click into a call log, a task, or an email draft, hold Ctrl + Space, talk, release — the cleaned-up text lands at the cursor. Windows voice typing (Win + H) is the free alternative.

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The steps, in order

1

Open the record

Salesforce on Windows is a browser tab — the account, the opportunity, the contact you just spoke to.

2

Click into the field

Call log, note, task description, email composer. Whichever one you're filling in has to have the cursor.

3

Hold the key

Ctrl + Space with Pithflow. Win + H if you're using Windows voice typing.

4

Say what happened

In the order it happened, out loud, the way you'd tell your manager. Don't script it.

5

Release the key

That ends the recording, and the cleaned-up text lands in the field.

6

Read it, then save

Check the numbers and the next step, then save the record. Nothing saves itself.

Step 5 is the one that trips people up

Text does not appear while you're talking. The real order is this:

  1. Hold
    Ctrl + Space
  2. Speak
    in a normal voice
  3. Release
    recording ends
  4. It lands
    cleaned-up text

Hold the key through the whole recap — a ninety-second call summary is one press, not nine. Let go and it arrives as paragraphs, not as a stream of your restarts.

Doesn't Salesforce already transcribe my calls?

Some of them, and it's worth knowing the difference before you go shopping. Einstein Conversation Insights works on recorded voice and video calls: it transcribes what was said and surfaces it on the record. Availability depends on your edition and licensing, so your admin is the one who knows whether you have it.

A transcript is not a CRM note, though. It's the raw conversation, both sides, in full — and the next rep who opens that account doesn't want to read it. What they want is the four sentences you would have typed: what the customer asked for, what blocked it, what you promised, when you'll follow up. That's a judgement you make, and dictation is how you get it out of your head and into the field while the call is still fresh.

The cost of not doing it is measured. Per Salesforce's own State of Sales report, the average seller now spends about 40% of the week actually selling; the rest goes to admin, internal meetings and CRM upkeep. Notes written badly at 6pm, or not at all, are a big part of that column.

Why CRM dictation is different from ordinary dictation

Dictating a text message is forgiving. Dictating a record that someone else will act on next quarter is not — three things decide whether it works.

Every field is the same field

Call log, note, task description, email composer, a custom field somebody built last year — Pithflow types into whichever one has focus. No per-field setup, no package installed into your org, no browser extension to get approved.

It can learn your account names

Product names and account names are exactly what generic dictation mangles. Terms in your personal dictionary are sent as a hint to the transcription step, added to a glossary the cleanup uses to repair bad guesses, and replaced literally as a backstop. Correct a word once from your history and it's saved for next time.

It survives the virtual desktop

If your Salesforce lives inside a published desktop, built-in dictation usually fails — microphone redirection into the session is off by policy. Pithflow runs on your local PC and captures audio there, so nothing has to be redirected. See dictation in Citrix and in RDP sessions.

Write the note while the call is still in your head

Any field in Salesforce, and every other window on Windows.

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The three options, compared

  Salesforce call transcription Voice typing (Win + H) Pithflow
Writes into the field you're in No — transcribes recorded calls Yes Yes
Your summary, in your words No, the full conversation Yes Yes
Custom vocabulary for account names — No Personal dictionary + term packs
Drops filler and false starts — No, transcribes literally Yes
Works when mic redirection is off in VDI — No Yes, audio is captured locally
Price Depends on edition and licensing Free, built into Windows Free up to 2,000 words/week
Works offline — No No

The last row is an honest concession.None of the three works offline: Microsoft documents voice typing as using online speech recognition and requiring an internet connection. If you need to dictate with no connection, the tool for that is Windows 11's Voice Access, which recognises on-device. If you write notes from a client site with no signal, Voice Access is the one that still works.

What changes in the call note

Nobody recaps a call in clean sentences. This is the kind of repair the AI cleanup does — an illustrative example, not a measurement:

What you say

"ok so uh spoke to maria, she's the ops lead not the buyer, um they want the fifty seat tier but procurement won't move until the security review is done, which is like end of october she thinks, and i said i'd send the SOC2 stuff over today, oh and pricing needs to be annual not monthly"

What lands in the field

"Spoke with Maria (ops lead, not the buyer). They want the 50-seat tier, but procurement is blocked until the security review completes — she estimates end of October. Action: send SOC 2 documentation today. Note: pricing must be annual, not monthly."

How dictating in Salesforce works with Pithflow

There is no integration, no package, and no admin ticket. Pithflow is a Windows app that puts finished text into whatever field has focus — it pastes it there, and falls back to typed keystrokes if pasting is blocked. Salesforce is just a browser tab as far as it's concerned, which is why a custom field behaves the same as a standard one, and why the same key keeps working in Outlook and Slack after you've saved the record.

The part worth setting up on day one is the vocabulary: the custom dictionary for your accounts and products, and specialty term packs if you sell into an industry with its own language.

Frequently asked questions

Does Salesforce have dictation built in?

Not for typing into a field with your voice. Salesforce does transcribe calls — Einstein Conversation Insights works on recorded voice and video calls and surfaces what was said on the record — but that is a transcript of the conversation, not you speaking your own summary into the notes box. Whether your org has it depends on edition and licensing, so ask your admin.

Which Salesforce fields does it work in?

All of them, because Pithflow doesn't know it's Salesforce. It puts text into whichever field has focus, so a call log, a note, a task description and an email composer are the same target. There is no per-field configuration and nothing to map.

Does my admin need to install anything?

No. Nothing is installed into your Salesforce org, no package is added, and no permission is requested from Salesforce. Pithflow is a Windows app that runs on your own PC, so the approval you need is for software on your machine, not for a change to the CRM.

How does it handle our account and product names?

That's what the personal dictionary is for. Terms you add are used two ways on every dictation: they're passed to the transcription step as a hint so the audio is more likely to be heard correctly in the first place, and they go into a glossary the cleanup step uses to repair mangled forms. There's also a plain string replacement as a backstop.

What about industry jargon I didn't type in myself?

There are curated term packs you can switch on — medical, legal, engineering, finance, science, psychology, education, construction and marketing, each in both English and Spanish — and every plan can use them. The marketing pack (Marketing & sales) covers sales terms too, but no pack knows your account names, product names and internal shorthand: those belong in the personal dictionary, since they're yours and nobody else's.

We run Salesforce inside Citrix. Does dictation work there?

Usually better than the built-in option does. Pithflow installs on your local Windows machine and captures the audio there, so it never needs microphone redirection into the session — which is the thing that's typically switched off by policy. One caveat: if your deployment prohibits clipboard redirection, the paste path is blocked and delivery falls back to typed keystrokes.

Does it save the record for me?

No, and that's deliberate. The text lands in the field and stops there. You reread it, fix the number you got wrong, and click Save yourself — a CRM note that saved itself before you looked at it would be worse than no note.

What does it cost?

There's a permanent free tier of 2,000 words per week, no card required. For a rep writing notes after every call, Pro is $9.99 USD per month. Team pricing and full details are on the pricing page.

Want a different key?

Open Pithflow, go to Settings → Hotkey, click the combination you want to replace, and press the new one. It takes effect immediately.

  • Hold to speak — Ctrl + Space by default. Hold it, talk, let go.
  • Hands-free — Ctrl + Shift by default. Tap to start, tap again to stop.

Worth changing if the default clashes with a shortcut you use. A spare function key such as F9 is claimed by almost nothing.

Log the call before the next one starts

One key for every Salesforce field, and for every other text box on Windows.

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