Task Data

In order to sync your email engagement data and other information back to Salesforce tasks, you can create custom fields in Salesforce.

Groove installs some of these fields when you install our managed package in Salesforce but you can also add additional fields to have even more data synced back to Salesforce.

By default, Groove will populate the following Task fields:

The fields below need to be created as activity custom fields in Salesforce before this information will start syncing there. These relate to additional information you can include in SFDC from Groove Flows:

Note 1 : the above Flow and Template Name fields will sync data back with the following format: [Id of the flow/template] :: [name of the flow/template]

Note 2: Groove will start syncing this information back to newly created tasks within 24 hours after the fields have been created in Salesforce.

Lead/Contact Data

Note: this functionality is currently in beta, please contact success@grooveapp.com if you would like early access

If you would like to have additional email information synced back to leads and contacts in Salesforce, you can do that by creating the following fields on both the lead and contact objects in Salesforce:

Once the above fields have been created, Groove will start syncing this information back to Salesforce within 24 hours.

Did this answer your question?