In addition to your Groove analytics, we capture some supplemental data on 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 synchronized. These fields are updated on the hourly Salesforce sync and can be manually synced. In addition, these fields can be back-filled with data after the fields have been added.
- Task Data is populated, not synchronized. What this means is that these fields are only filled after the activity is performed. It cannot be back-filled by performing a data sync.
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 fields 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:
The fields below need to be created as activity custom fields in Salesforce before this information will start syncing there:
Note 1 : the above Flow and Template Name fields will sync 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 syncing this information back to newly created tasks within 24 hours after the fields have been created in Salesforce.
If you would like to have additional email information synced back to leads and contacts in Salesforce, you can do that by creating the following fields on both the lead and contact objects in Salesforce:
Note: Please contact email@example.com to enable the sync for these fields, or if you'd like to do a one-time data sync. This data sync will ONLY apply to Lead/Contact data, not Task data.