Note: All of the following settings can be configured by Salesforce admins on this page.
Enable Calendar Logging
This option allows you to control whether Groove inserts extra controls into the Google calendar user interface. These controls allow users to decide whether an event is logged in Salesforce, relate the event to specific Salesforce records and populate additional fields on the Event object.
Additional Fields for Calendar Logging
Groove can display Salesforce fields in the details page of Google calendar. That way users can add and update additional information to a calendar event.
Here are common examples of we've seen customers use in the past:
- Meeting Purpose: Qualification Call, Demo, Support, Training
- Outcome: No show, Qualified, Unqualified
Note 1: If you just created these activity custom fields in Salesforce, you will need to click here in order to refresh your Salesforce data.
Note 2: Groove will only display these field types: Text, Text Area, Picklist, Checkbox and Look Up Fields.
Note 3: You can make these fields required by adding ':required' after the API Field Name.