With the Groove Omnibar, you can view, update, and even create Salesforce records directly from Gmail! In addition, you can view a record's activity history, write quick notes, and also add your contacts and leads directly to your Groove Flows.
Read more below to learn how to use the Omnibar's advanced features.
Use the search bar at the top of your Omnibar to find any Salesforce contact, lead, account, opportunity, or custom object that you're looking for details on.
Create and Edit Salesforce Records in Omnibar
Never leave your email and create Salesforce records like Accounts, Contacts, Leads and Opportunities using Omnibar's easy to use interface! Click the Orange Plus Icon to add a record. The record data will be pulled from the email you are in automatically! Then go ahead and manually enter any additional record details. **Note any of the fields that are available here can be configured by your Salesforce/Groove Admin in Groove Views.
You can also search and edit any records in the Omnibar itself! All edited info will be updated in Salesforce as well in real time!
Omnibar in Flow
In the new Groove interface, now you have access to the power of Omnibar directly from your Flow worksteps!
Opening Omnibar in a new window
Open Omnibar in its own window and place it wherever you’d like. Use Omnibar within Gmail and Flow as before, and it will now also automatically update based on the page you’re browsing in Salesforce!
No need to limit yourself to Gmail, Flow, and Salesforce while using your Omnibar; take it to a company website to quickly create contacts, leads, or accounts!
Your Omnibar Activities Tab is rich with functionalities that have yet to be fulfilled by Salesforce. Contacts and Accounts have hundreds, if not thousands of activities, and it's a tedious task to sift through the relevant ones in Salesforce. Whether you're looking for call logs, details in an email thread, or meeting notes, it's crucial to have a quick and efficient method for exploring the entire conversation with your prospects and customers.
Here are the key functionalities of Omnibar's Activity History, which allow much more flexibility than trying to view these conversations within Salesforce:
- One Click to open an activity to view the content directly from the Omnibar interface. Normally in Salesforce, clicking into an activity opens another tab or window. You can avoid the hassle of a crowded computer screen, by using this functionality.
- Sort by Type of activities to quickly view all past emails, calls, meetings, etc. with that record. Let's evade the need to be searching around in Salesforce to track down those activity types.
- Search the activity history by using key words to quickly reveal important conversations on the topic you are dealing with at hand. Search for key words like pricing or budget, to see if you or any of your colleagues brought the subject up before.
Groove helps you to manage another task on your to-do list by allowing you to take notes on your calendar events with ease. Now, instead of scouring through the immense amount of data stored in your Salesforce, quickly search for your meeting notes in Groove's Omnibar. Check out your Activity History for any lead, contact or account, and search key words to find the exact meeting and any notes taken on that meeting!
*Groovy hint: While you are on a call with contacts, get quick context on past meetings they've had with other colleagues and yourself by checking the meeting notes directly from your email in Omnibar!
While browsing through Activity History for a contact, lead, or account, you’ll see the rate at which they’ve opened, clicked, and replied to your emails.
The summary stats at the top show you their overall engagement with your emails, or scroll down to see how many times each email has been opened or clicked.
What can I do with this information?
- Understand which messages pique your contacts’ interests so you can optimize future emails
- Pinpoint where you’re getting less engagement so you can try a different approach
- Learn which specific emails are gaining the most traction, so you know which templates to build on, reuse or share with your team
Are your notes on prospects and companies in a few different places (and some probably never make it into Salesforce)? Do you ever need to jot something down during a cold call? Use the Omnibar notes feature in Omnibar to quickly write information wherever you’re working, and they’ll sync back to Salesforce so the whole team can view and update them!
With your Omnibar popped out, take your Omnibar to Twitter or another source to capture relevant information to use while reaching out:
Tips for putting your notes to good use:
- Follow up with a relevant and powerful email
- Share key points with your teammates so that everyone is on the same page
- Read the notes as a reminder for follow up action
Note: In order to view and edit these notes directly in Salesforce, you'll need to put the field called "Groove Notes" on the Page Layouts for Contacts, Leads, and Accounts. Please contact firstname.lastname@example.org if you have any questions on this!
The Power of your Omnibar
The advanced features above allow you to get much more flexible with using all the Salesforce data that is most relevant to you. Below is a quick example of how you can put these to use!
- Take your Omnibar to a company’s website
- Use the search bar to find that account in Salesforce, or create the account on the spot
- Jump into the account to view and update any notes on it
- View the Activity History and engagement metrics to check how warm the account is
Additionally, the Omnibar displays your prospect's LinkedIn Sales Navigator profile along with the Salesforce and Groove data, so that you have comprehensive intel readily available to you while you're reaching out to clients.