Groove offers a large number of custom options in order to accommodate for all your specific business requirements.

You must be a Salesforce admin in order to modify these settings. There are two ways to update your Groove custom settings, from the Groove Manage My Org section, as well as the SFDC Custom Settings section (explained below).

How to Update Groove Custom Settings

There are 2 ways you can update your Groove custom settings. 

Note: Most of these settings live in the Manage My Org section, but some advanced settings can only be modified directly in the SFDC Custom Settings. Many of these advanced settings are enabled by default, or only apply to certain customers' processes, which is the reason they're not all included in the Manage My Org page. An asterisk ( * ) indicates the settings that you can only modify in SFDC. 

Option 1: Via Groove (recommended)

The easiest way to update your custom settings is to use Groove's interface found here.

Profile Specific Settings

By default, Groove has a collection of custom settings for your org. In order to create a collection of custom settings for a profile or for a user, follow these steps:

  1. Click on the "Profile Setting Displayed" dropdown
  2. Click "Create new profile specific setting..."
  3. Choose a profile to attach the setting to
  4. Click "Create and Save"
  5. Modify the settings for the profile
  6. Click "Save Profile Setting" when the profile is customized to your liking

Option 2: Via SFDC

You can also update your custom settings directly from Salesforce by doing the following: 

  1. Go to Setup | Develop | Custom Settings
  2.  Click Manage next to 'Groove Settings'

Profile/User Specific Custom Settings

Note that it is possible to define a collection of custom settings for:

  1. All users in your org
  2. A specific profile in your org
  3. A specific user in your org

By default, Groove has a collection of custom settings for your org. In order to create a collection of custom settings for a profile or for a user, follow these steps:

  1. Scroll down to the bottom of the Groove Settings page
  2. Click the New button
  3. In the page Groove Settings Edit populate the field Location with the name of the respective profile or user
  4. Populate the fields as desired and hit Save

Field Reference

Additional Fields for Calendar Events

Applies to: Groove for Gmail; Isolated Mode; API Mode;

When the option "Enable Calendar Logging" is activated, Groove can display Salesforce fields in the details page of the Google calendar UI. That way users can add and update additional information to a calendar event.

This text field allows you to specify which fields are displayed. Put a comma-separated list of API names of fields on the Event object.

Note: Groove will only display these field types: Text, Text Area, Picklist and Checkbox.

See also: How to update Groove Custom Settings

Additional Fields for Email Logging

Applies to: Groove for Gmail; Isolated Mode; API Mode;

When users log an email in Gmail using Groove's Search & Select button, it is also possible to populate additional fields from the Task object.

This text field allows you to specify which fields from the Task object are displayed. Put a comma-separated list of API names of fields on the Task object.

Note: Groove will only display these field types: Text, Text Area, Picklist and Checkbox.

See also: How to update Groove Custom Settings

Add only Groove Users as Invitees*

Applies to: Groove Realtime Calendar Sync; Isolated Mode; API Mode;

When Groove logs or syncs a calendar event from Google to Salesforce it analyzes the list of invitees in order to find which Leads, Contacts and Users should be added to the event in Salesforce.

This option controls what happens if one of the found users doesn't have a Groove license assigned to him or her. If this option is activated, all users that don't have a Groove license won't be added to the list of invitees on the Salesforce event record. Otherwise, all found users will be added.

See also: How to update Groove Custom Settings

Allow Background Calendar Sync

Applies to: Groove Realtime Calendar Sync; API Mode;

This option controls whether users can authorize and activate Groove to sync Salesforce and Google events automatically in the background.

Note that even if this option is activated, additional steps are required before calendar events are synced automatically in the background. These are:

  1. Groove users must go through the OAuth signup process and activate calendar sync OR
  2. Groove admins must activate Domain Wide Enablement
  3. If you want to activate Salesforce-to-Google calendar sync, follow these instructions.

See also: How to update Groove Custom Settings

Allow Background Email Sync

Applies to: Groove Email Sync; API Mode;

This option controls whether users can authorize and activate Groove to sync emails from Google to Salesforce in the background.

Note that even if this option is activated, additional steps are required before calendar events are synced automatically. These are:

  1. Groove users must go through the OAuth signup process and activate calendar sync OR
  2. Groove admins must activate Domain Wide Enablement

See also: How to update Groove Custom Settings

Allow Inline Create*

Note: this option has been deprecated

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option controls whether users can create Salesforce records from within Gmail (rather than just via a link to Salesforce). If this option is deactivated users might still see the Create Records button in the Groove sidebar - depending on the options Enable Easy Create Case, Enable Easy Create Contact or Enable Easy Create Lead are activated. However, the create experience will not be "inline" rather than just via a new Salesforce tab that opens.

See also: Inline Create Forms

See also: How to update Groove Custom Settings

Allow Inline Editing*

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option control whether users can update Salesforce records from within Gmail. If this option is deactivated all fields in the Groove sidebar are read-only.

See also: How to update Groove Custom Settings

Alternative Email Matching

Applies to: Groove for Gmail; Groove Realtime Calendar Sync; Groove Email Sync; Isolated Mode; API Mode;

When Groove logs or syncs emails and calendar events from Google to Salesforce it tries to find related Leads, Contacts and Users in Salesforce by looking at the recipient's or invitee's email address. By default, only the standard email field on the Lead, Contact and User object are considered. Groove added a field "Email 2" to the contact and to the lead object (API names are Lead.DaScoopComposer__Email_2__c and Contact.DaScoopComposer__Email_2__c).

This option controls whether you want Groove to consider the field Email 2 when trying to find related Leads or Contacts. The lookup logic is using the OR operator (email address is found in the standard Email field OR the Email 2 field).

If you have already added an alternative email field and wish this field to be considered by Groove, you should set up a workflow/field update that populates Groove's Email 2 field with the value of your alternative email field. For all existing records you should also retroactively copy the value of your alternative email field to Groove's Email 2 field.

See also: How to update Groove Custom Settings

Always Mirror Events in Google Calendar

Applies to: Groove Realtime Calendar Sync (Salesforce to Google only); API Mode;

This option controls whether Salesforce events are always synced from Salesforce to Google or whether users must explicitly check the checkbox "Mirror in Owner's Calendar". If you deactivate this setting, you should add the checkbox "Mirror in Owner's Calendar" to the Event page layouts.

See also: Realtime Calendar Sync

See also: How to update Groove Custom Settings

Best Match Email Logging

Applies to: Groove for Gmail; Groove Email Sync; Isolated Mode; API Mode;

When Groove auto-logs or syncs emails from Google to Salesforce it tries to find related Salesforce records - such as Leads, Contacts, Opportunities and Cases. It will then form pairs of Contacts + Opportunity/Case and calculate a relevance score to each of these pairs.

This option controls whether Groove logs the email (if activated) only under the Contacts + Opportunity/Case pair with the highest score or (if deactivated) under every found Contacts + Opportunity/Case pair.

Activating this option will lead to less Email (Task) records being created in Salesforce and possibly more accurate activity reporting. Deactivating this option will lead to a more comprehensive activity history under all possible records but more Email (Task) records will be created.

Note: If shared activities are not activated in your Salesforce org, this option is disregarded and Groove will log and sync emails under every found Contacts + Opportunity/Case pair. This is why we recommend activating shared activities.

See also: What are shared activities?

See also: How to update Groove Custom Settings

Blacklist Applies to Email Open Tracking

Applies to: Groove for Gmail; Isolated Mode; API Mode;

When you have the option Email Open Tracking activated, users can choose to track email opens for outbound emails. In some cases it might not be desirable or against your company policy that users track email opens for emails sent to particular recipients (e.g. emails to coworkers).

This option allows you to controls whether emails that are sent to blacklisted email addresses are really tracked. In other words, this option allows the system admin to override the user's choice to track email opens for all emails that belong to the list of blacklisted domains. E.g. this is useful if you don't want email open tracking to be possible for internal emails. In that case you would add your company's domain to the field Domain Blacklist and activate this option.

Note: if an email has multiple recipient email addresses and one or more email address are blacklisted but at least one email address isn't blacklisted, the user can still activate email open tracking. This means only if all email addresses are blacklisted, this option is effective.

See also: How to update Groove Custom Settings

Block Teammate Email Opens

Applies to: Groove for Gmail; Isolated Mode; API Mode;

When you have the option Email Open Tracking activated, users can choose to track email opens for outbound emails. Sometimes an email is sent to a customer and to a coworker. In that case it is probably desirable to disregard the email opens from the coworker and only consider the email open from the customer.

This option allows you to controls whether email opens from coworkers are disregarded. Coworkers must have the Chrome extension Groove for Gmail installed so Groove can suppress these email open events.

See also: How to update Groove Custom Settings

Create Unresolved Items

Applies to: Groove for Gmail; Groove Realtime Calendar Sync; Groove Email Sync; Isolated Mode; API Mode;

When Groove logs or syncs emails, it tries to find related Leads and Contacts by matching the email address of the sender or the recipients with Salesforce records.

This option allows you to control what happens if no related record was found. Groove will either (if deactivated) disregard the email or (if activated) create an unresolved item.

Note that Groove will create a different type of "unresolved item" than what Salesforce calls Unresolved Item. Groove will still create an actual Task record but the fields "Name" and "Related to" will be blank on that record - thus the Task record is not added to any activity history. Users can view all their "Groove Unresolved Items" in a dedicated Visualforce page.

See also: How to update Groove Custom Settings

Custom Email Open Tracking URL*

Applies to: Isolated Mode

When a user activates email open tracking, Groove inserts the URL of a tracking pixel into the outbound email. If you are running Groove in isolated mode, this field contains the base URL of the tracking pixel.

See also: How to update Groove Custom Settings

Domain Blacklist

Applies to: Groove for Gmail; Groove Realtime Calendar Sync; Groove Email Sync; Isolated Mode; API Mode;

This option allows you to specify a list of email domains that are "blacklisted". When Groove logs or syncs emails from Google to Salesforce and tries to find related Salesforce records based on the recipient's or the sender's emails address, Groove will first remove all email addresses that belong to any of the blacklisted domains. This means:

  1. No emails will be logged under contacts or leads that are "blacklisted".
  2. Logged and synced events will not be related to any contacts or leads that are "blacklisted" as of their email address.
  3. If the option "Blacklist Applies to Email Open Tracking" is activated and all of the recipients of an outbound email are blacklisted, email open tracking is deactivated for the outbound email. Therefore email opens will not be monitored by Groove for this particular email.

You must comma separate the list of domains in this field.

See also: How to update Groove Custom Settings

Don't track RSVP Status*

When Groove syncs an event from Google to Salesforce, it tries to find matching leads/contacts in the list of invitees and adds those as EventRelation records to the event.

This option allows you to controls whether or not you want Groove to create a "Multi-Person Calendar Event", and track the RSVP status of invitees. 

Creating a "Multi-Person Calendar Event" is the equivalent of clicking "Add to Invitees" when you select contacts/leads in the Salesforce UI.

See also: How to update Groove Custom Settings

Custom Groove Login URL*

Applies to: Groove for Gmail; Isolated Mode; API Mode;

When users install the Groove Chrome extension and login for the first time, Groove will automatically detect the URL of your Salesforce org and infer the Groove login URL. In some cases, the Groove login URL is special - e.g. if a Single-Sign-On system is in use.

This option allows you to configure the custom login URL which is then automatically propagated to the Chrome extension every time the user opens the Salesforce homepage URL. Even if you don't have a custom login URL, setting this up greatly reduces the effort for troubleshooting login issues.

Note: this option only works if you add the Groove Homepage Component to your Salesforce homepage.

See also: How do I set up the Groove homepage component?

See also: How to update Groove Custom Settings

Email to Username Suffix*

Applies to: Groove Single-Sign-On

If you want to allow your users to log in to Salesforce using their Google credentials you can activate Groove Single-Sign-On ("Login via Google"). Users will then be able to login to Salesforce using their Google credentials. Groove tries to find a Salesforce user by comparing the Google email address with the Salesforce username. If the Salesforce username of all your users matches their Google email address, leave this field blank. Otherwise you have to normalize all your Salesforce usernames to a pattern like <google-email-address>.<org-suffix>. For example alex@groove.co.prod-org. In this example put ".prod-org" in this text field.

See also: How to update Groove Custom Settings

Enable Advanced Email Open Tracking*

Applies to: Groove for Gmail; Groove Realtime Calendar Sync; Groove Email Sync; Isolated Mode; API Mode;

When you have the option "Enable Email Open Tracking" activated, users can choose to track email opens for outbound emails. If the recipient opens the email, the user will receive a real-time notification with information about the recipient's location and email software.

This option allows you to control whether data about the recipient's location and email software become visible to the user. Deactivate this option if tracking such data isn't compliant with your privacy policy.

See also: How to update Groove Custom Settings

Enable Calendar Logging

Applies to: Groove for Gmail; Isolated Mode; API Mode;

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.

See also: How to update Groove Custom Settings

Enable Easy Create Case

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option controls whether users can create Case records from the Groove sidebar.

See also: How to update Groove Custom Settings

See also: Inline Create Forms

Enable Easy Create Contact

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option controls whether users can create Contact records from the Groove sidebar.

See also: How to update Groove Custom Settings

See also: Inline Create Forms

Enable Easy Create Lead

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option controls whether users can create Lead records from the Groove sidebar.

See also: How to update Groove Custom Settings

See also: Inline Create Forms

Enable Easy Create Opportunity

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option controls whether users can create Opportunity records from the Groove sidebar.

See also: How to update Groove Custom Settings

See also: Inline Create Forms

Enable Email Bonus Features*

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option controls whether users can use a number of sales productivity features in Groove for Gmail. These are:

  1. Meeting Scheduler
  2. Scheduled Email Send
  3. Follow Up Email Reminders

See also: How to update Groove Custom Settings

Enable Email Open Tracking

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option allows you to control whether users can use the email open tracking feature of Groove. Activated users can choose to get real-time notifications and view statistics about their outbound emails.

If you run Groove in isolated mode, you must follow the setup process before enabling this feature. Contact Groove support if you want to run Groove in isolated mode.

See also: How to update Groove Custom Settings

Enable Groove History*

Applies to: Groove for Gmail; Isolated Mode; API Mode;

Groove History allows you to easily take new notes or review the activity history of any record from Gmail.

This option allows you to control whether users can use Groove History.

See also: How to update Groove Custom Settings

Enable LinkedIn Sales Navigator*

The Groove sidebar gives users contextual data from Salesforce, Groove Flow and potentially LinkedIn Sales Navigator.

This option controls whether you want users to see the LinkedIn tab to be in the Groove sidebar by default. Users can still hide/show the LinkedIn tab. Users will need a LinkedIn Sales Navigator license for this tab to be useful.

Enable Search Salesforce from Gmail*

Applies to: Groove for Gmail; Isolated Mode; API Mode;

This option allows you to control whether users get to see suggested contact or lead records when they start typing in the recipient field in the Gmail compose window.

See also: How to update Groove Custom Settings

Exact Match Ownership*

Check this box if you do not want to log emails that cannot be associated to a Salesforce user by inspecting the email recipients, like emails sent from a group email address. If this box is not checked, Groove will associate the email to the running user.

Important: If users have personal email aliases, you will want to populate the fields 'Email Alias 1' and 'Email Alias 2' on the User's profile. If a users' personal email alias is not configured in Salesforce, any email sent/received from it will not be logged with the 'Exact Match Ownership' setting enabled.

See also: How to update Groove Custom Settings

Ignored Attachment Types*

Applies to: Groove for Gmail; Groove Email Sync; Isolated Mode; API Mode;

When Groove is logging an attachment, you can choose to ignore certain file types. This helps reduce clutter and can help you filter out images from people's signatures (png, jpeg, jpg).

To use this option, enter a comma separated list of file types to ignore (ie. jpg, png, jpeg). Note: a . is not required before the file type.

See also: How to update Groove Custom Settings

Make Performance Data Transparent*

Applies to: Groove for Gmail; Groove Realtime Calendar Sync; Email Sync; Isolated Mode; API Mode;

Groove includes an Email Performance dashboard that displays activity performance of individual users. By default users can view their own performance and managers can view the performance of all their reportees. Groove uses the Salesforce role hierarchy in order to understand which users report to which user (their manager).

This option allows you to control whether users can also view the performance data of their peers. This means they get to see the same data like their manager about all users on the same team (therefore the email performance is "transparent" to all users that are on the same team).

See also: How to update Groove Custom Settings

Maximum Attachment Size

Applies to: Groove for Gmail; Groove Email Sync; Isolated Mode; API Mode;

When Groove logs or syncs an email it also can also save email attachments depending on this option.

This numeric field allows you to specify a file size limit (in bytes) for email attachments. If the file size exceeds the limit, the email will not be saved. The email will still be logged in Salesforce.

1. If the field is left blank, no limit applies. Attachments of any size will be saved.

2. If the field is set to 0, no attachments will be logged.

3. Here are other examples for a file size limit

  • 500000 = Allow attachments up to 500 Kilobytes (½ Megabyte)
  • 1000000 = Allow attachments up to 1 Megabyte
  • 5000000 = Allow attachments up to 5 Megabytes

See also: How to update Groove Custom Settings

Only sync CRM related Google events

Applies to: Groove for Gmail; Groove Realtime Calendar Sync; Isolated Mode; API Mode;

When Groove logs or syncs calendar events from Google to Salesforce, it tries to find related Leads and Contacts by matching the email addresses of the invitees with Salesforce records.

This option allows you to control what happens if no related record is found on an event. 

If this setting is enabled, Groove will ignore any calendar events without a Salesforce contact included and will not map those events. 

If this setting is disabled, all of your calendar events (regardless of who is included on the event) will be mapped over to Salesforce.

Activating this option is useful if you want to avoid that events that are not related to customers are being synced from Google to Salesforce. For example a user's dentist appointment would not be synced since the dentist is not a contact or lead in Salesforce.

See also: How to update Groove Custom Settings

"Related-to" Lookup Logic

Applies to: Groove for Gmail; Groove Realtime Calendar Sync; Groove Email Sync; Isolated Mode; API Mode;

When Groove auto-logs or syncs emails and calendar events from Google to Salesforce it tries to find related Salesforce records. Besides finding the related Lead or Contact, Groove also tries to find the related Opportunity or the related Case.

This option allows you to tweak the search logic that is applied when Groove tries to find related Opportunities or Cases. Put any of the numbers below according to your business processes.

  • 0 = Don't try to find the related Opportunity or Case. Just relate it to the right Lead or Contact
  • 11 = Find the related Opportunity among all my open Opportunities
  • 110 = Find the related Opportunity among all my open Opportunities (Restricted*)
  • 12 = Find the related Opportunity among all my opportunities
  • 120 = Find the related Opportunity among all my opportunities (Restricted*)
  • 13 = Find the related Opportunity among all open Opportunities
  • 130 = Find the related Opportunity among all open Opportunities (Restricted*)
  • 14 = Find the related Opportunity among all Opportunities
  • 140 = Find the related Opportunity among all Opportunities (Restricted*)
  • 21 = Find the related Case among my open Cases
  • 22 = Find the related Case among my Cases
  • 23 = Find the related Case among all open Cases
  • 24 = Find the related Case among all Cases

Restricted means that Groove will only find opportunities with directly associated with a contact via an opportunity contact role. Otherwise, Groove will only extend the search by looking at opportunities that exist under the contact's account.

See also: How to update Groove Custom Settings

Reparent Email Attachments

Applies to: Groove for Gmail; Groove Email Sync; Isolated Mode; API Mode;

When Groove logs or syncs an email, it also saves email attachments. This option allows you to control whether you want these email attachments (if deactivated) to be saved in the "Files and Attachment" section of the Task record that Groove creates in Salesforce or (if activated) to be saved in the "Files and Attachment" section of the parent Lead/Contact/Opportunity/Case/etc. records that Groove saved the Task record under (which is why it's called "reparenting").

Reparenting has the advantage that specific attachments can be much easier spotted instead of traversing through all Task records in e.g. a contact's activity history. Also, Groove won't save attachments that are already saved (duplicate prevention).

See also: How to update Groove Custom Settings

Respect Sharing Rules when Logging*

When a Groove user logs event or emails from Google to Salesforce it tries to find related contacts, leads, opportunities or cases.

This option is only relevant if you have sharing rules enabled and not all users can see all records. It controls whether you want Groove to only consider Salesforce records the Groove user has access (Enabled) to or any Salesforce records (Disabled). Disabling this option doesn't mean that the user will get access to these records. 

Search and Select Objects

Applies to: Groove for Gmail; Isolated Mode; API Mode;

Groove for Gmail allows users to log emails and calendar events and "search and select" the related records. By default (meaning, if the field is left blank) Groove searched in these objects for the search query the user entered: Leads, Contacts, Accounts, Opportunities and Cases.

This option allows you to customize in which standard or custom Salesforce objects Groove should search for the search query. Put a list of comma separated API names of the respective Salesforce objects. Groove will disregard all Salesforce objects that don't have an activity history.

Note: If you use this field, the default objects won't be included in search results. So you have to add them explicitly if you still want your users to see search results from Leads, Contacts, Accounts, Opportunities and Cases.

See also: How to update Groove Custom Settings

Use Groove Templates Only

Groove allows users to access Groove templates and Salesforce templates directly from Gmail.

This option allows you to control whether users can access only Groove templates from Gmail. This helps to avoid confusion and makes sure all the templates created and updated by users are also accessible in Groove Flow.

See also: How to update Groove Custom Settings

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