Groove Inline Create Forms allow users to create virtually any kind of Salesforce record directly in the Omnibar in Gmail. Groove will try to conveniently pre-populate as many fields as possible with data from an open email. Examples are name, email, phone numbers and website.

Salesforce admins can either customize one of the three pre-configured inline create forms or create their own custom inline create forms.

Customizing the Preconfigured Inline Create Buttons

When you install Groove's Managed Package on Salesforce, the Inline Create Buttons available to you are New Contact, New Lead, New Opportunity, and New Case.

At the bottom of your Profile Settings, you can customize which of these Inline Create Buttons is enabled (by default, the New Contact, New Lead, and New Opportunity buttons are enabled).

Groove uses field sets in order to configure all these options. In order to customize one of the preconfigured create forms follow these steps:

  1. From Setup in SFDC, click Customize and then select from Lead, Contact, Case, or Opportunity
  2. Click on the subitem Field Sets
  3. Click Edit in the row with the field set called DaScoopComposer__Groove_Default
  4. Via drag and drop, add or remove fields according to your desired configuration and put them in the right order.
  5. Click on the wrench icon of a field in order to control whether the field is mandatory
  6. Click Save
  7. Refresh Gmail, and click the respective create button. Make sure the inline create form is configured as desired.

Note: If you would like add address fields to your inline create form, you'll need to create your own field set by following the instructions below.

Creating Your Own Inline Create Buttons

Creating a 'New Account' Inline Create Button

  1. From Setup in SFDC, click Customize and click into Account
  2. Click on the subitem Field Sets and click on the button New
  3. In the Field Set Label, add the label that you want displayed for this button (e.g. "New Account")
  4. The Field Set Name must start with "Groove_"
  5. Customize the icon shown: to customize the icon that is displayed on the button, you will paste the class name for any of the Font Awesome icons followed by a blank. Note that the class name always starts with "fa-". For example the classname of the icon "bell" is "fa-bell". This icon will be displayed in your create button.
  6. Click Save to get to the field set editor
  7. In the field set editor add fields according to your desired configuration and put them in the right order.
  8. Click on the wrench icon of a field in order to control whether the field is it mandatory
  9. Click Save
  10. Refresh Gmail, and click the respective create button. Make sure the inline create form is configured as desired.

Creating a new Inline Create Button for Custom Objects

In order to create a new inline create form follow these steps.

  1. From Setup click Customize and then select the Salesforce object for which you want to add the new inline create form. If you want to create a custom object, click on Create | Objects and then click on the name of the custom object.
  2. Click on the subitem Field Sets and click on the button New
  3. In the Field Set Label, add the label that you want displayed for this button (e.g. "New Support Case")
  4. The Field Set Name must start with "Groove_"
  5. Customize the icon shown: to customize the icon that is displayed on the button, you will paste the class name for any of the Font Awesome icons followed by a blank. Note that the class name always starts with "fa-". For example the classname of the icon "bell" is "fa-bell". This icon will be displayed in your create button.
  6. Record type configuration: If you want to specify a record, insert the record type ID followed by a blank. Note: if you add the ID of a record type, the button will only be displayed to users that have access to the respective record type.
  7. Click Save to get to the field set editor
  8. In the field set editor add fields according to your desired configuration and put them in the right order.
  9. Click on the wrench icon of a field in order to control whether the field is it mandatory
  10. Click Save
  11. Refresh Gmail, and click the respective create button. Make sure the inline create form is configured as desired.

Note: You will need to add this object somewhere in your Groove View in order for it to appear

Limitations

  1. You can't create task or event records using Inline Create Forms.
  2. Dependent pick list fields will always display all available pick list items.
  3. If a user doesn't have edit permission to a displayed field/object/record (according to your field level security, CRUD permissions or sharing rules), Groove won't allow the user to edit.
  4. If you have record type specific picklist values, Groove will only let the user choose between valid picklist values for the respective record type.
  5. If a user's input violates a validation rule, Groove will display the respective error message and not save the record.
  6. If a field is mandatory on the database level but you didn't make it mandatory in the field set, Groove will not save the record if the user left it blank. Note: This only applies if the field is mandatory on a database level, but not if the field is mandatory on a page layout level
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