Note: If you do not currently see the Groove Notes icon in your Google Calendar, we're working with your Salesforce team to have this enabled.
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 choose the meeting you want to take notes for, or start a new note:
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):
Enabling this feature for your team (for Salesforce Admins)
Enabling Notes in SFDC
In order for Groove users to be able to log meeting notes from their Google Calendar, the Notes object in Salesforce must be enabled. Below is how to turn that on for your org:
- SFDC Setup
- In the quick find, search for Notes Settings and select it
- Click Enable Notes and Save
Surfacing Notes in SFDC
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: