Note: The following functionality is currently in beta. If you would like to request access to the beta, please contact email@example.com.
Taking notes for your meetings directly from Google calendar and making sure they are logged back to Salesforce is easy with Groove Notes!
Taking meeting notes
To start taking notes, just simply click the following within Google Calendar:
Then, click the meeting you want to take notes for:
Any notes you leave will then automatically save back to Salesforce!
Pro tip: You can launch the meeting notes for a specific meeting by previewing that event and clicking the notes icon (see below):
Important: Your meeting must first be logged to Salesforce before you can take notes on it. Details on how to log your meeting to Salesforce can be found here.
Surfacing Groove notes in Salesforce (for Salesforce Admins)
If you would like it so people can see the notes they are leaving, you will need to add the 'Notes' related list to your 'Event' layouts:
Then, any notes left via Groove will display on the event like the following screenshot shows: