In addition to your Groove analytics, we capture some supplemental data for each Task, Contact, and Lead so that you have a comprehensive picture of the communication between your team and your prospects/clients. You can surface these data points in Salesforce, so that your team can view them while on Salesforce or maybe even in your Omnibar so folks can check out the information wherever they're working. Additionally, the fields below provide much more insights within your Salesforce reports.
An important point to note is the way the data is pushed to Salesforce:
- Lead/Contact Data is updated hourly in Salesforce. These fields can be back-filled with data after the fields have been added.
- Task Data is populated meaning that these fields are only filled after the activity is performed. These fields cannot be back-filled.
Groove installs some of these fields when you install our managed package in Salesforce, but you can also add additional fields to populate even more data on your team's efforts back to Salesforce.
By default, Groove will populate the following Task Data below. You can add them to your Task Page Layout so that you and your team can view them
The following four fields are listed on the Activity object:
And these two fields can be found on the Task object:
Custom Task Data:
The fields below need to be created as custom fields on the Activity object in Salesforce before this information will start populating there:
Note 1 : the above Flow and Template Name fields will populate data back with the following format: [Id of the flow/template] :: [name of the flow/template]
Note 2: "Groove sent from flow," "Flow Name," and "Template Name" in the chart above apply to all step types, so you can report in Salesforce on the templates applied to all flow steps, and whether or not each activity was sent via Flow. "Groove inbound response time seconds" and "Groove email sent at" apply only to email steps in Flow.
Note 3: Groove will start populating this information back to newly created tasks within 24 hours after the fields have been created in Salesforce.
Note 4: The following fields will require Groove Managed Package version 9.47 to populate data.
- Activity Overdue By Days
- Step Type
- Step Number
Groove data can be pushed back to your leads and contacts by creating the following fields on both the lead and contact objects in Salesforce:
There is one more field you that needs to be setup as a formula field, which is Overdue By Days. The field name can be custom to your org, but we recommend: Groove_OverdueByDays.
The formula is as follows:
(5 * FLOOR(TODAY() - DATE( 1900, 1, 8) ) / 7 )
+ MIN( 5, MOD(TODAY() - DATE( 1900, 1, 8), 7)) -
(5 * FLOOR( ( Groove_Next_Step_Due_Date__c - DATE( 1900, 1, 8) ) / 7 )
+ MIN( 5, MOD( Groove_Next_Step_Due_Date__c - DATE( 1900, 1, 8), 7 ) )
Note: Please contact email@example.com to enable the update for these fields, or if you'd like to do a one-time data update. This will ONLY apply to Lead/Contact data, not Task data.
Note 2: For fields involving Flow activity, the information will be taken from the last flow that person was added to.
Note 3: The following fields will require Groove Managed Package version 9.47 to update data.
- Overdue By Days
- Next Step Due Date
- Added to Flow Date
- Flow Completed Date
- Removed From Flow Date
- Removed From Flow Reason
- Active Flows Count
- Last Step Skipped