Groove's Omnibar is a powerful tool we like to call your Outlook 'sidekick'. It snaps perfectly into your Outlook mail and is used as your control panel to Salesforce. The Omnibar is great for countless functionalities, and we encourage you to read this doc so we can help guide you on using it!
The Omnibar is available in both the Inbox view as well as in the Compose view, which means that you'll get context from Salesforce when you're viewing emails and when writing emails.
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In this help article you will learn how to:
- Add and Edit Salesforce Records from your Omnibar
- Search and Filter through Salesforce Activity History
- Create Account and Contact Notes
- Add Contacts to a Flow
- View LinkedIn SalesNav
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How do I open the Omnibar?
- Go to your Outlook Inbox and open any email from a Contact or Lead!
- Open the Groove add-in if it is currently closed.
- Users on Outlook web can open any email thread, and click the Groove icon in your Toolbar. If you have not included Groove in your Toolbar, you will need to click the 3 dots to the right hand side, and click Groove at the bottom of the menu
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Adding and Editing Salesforce Records
Never leave your Outlook mail and Add and Edit Salesforce records like Accounts, Contacts, Leads and Opportunities using Omnibar's easy to use interface!
- Go to your Outlook Inbox and open any email from a Contact or Lead!
- Open the Groove add-in if it is currently closed.
- 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.
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Salesforce Activity History
It can sometimes feel like searching for a needle in a haystack when looking through the activity history in Salesforce. Groove provides a "superpowered" version of the Salesforce activity history in the Omnibar to help you prepare for those mission critical calls.
- Search through all past activities to find emails or call notes with important words like "pricing" or "budget"!
- Filter by the type of activity to quickly narrow the list of activities to only show your emails or calls with a customer.
- One click to open an entire email thread rather than clicking through tons of different email activities in SFDC.
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Notes
Do you ever need to quickly jot something down during a customer call? Use the Omnibar Notes feature to quickly write down critical notes without ever leaving Outlook mail and have them instantly sync back to Salesforce!
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Add People to a Flow
When conversing with someone via email, click the Flows Tab in Omnibar to either add that person to a Flow, or view the Flows they’ve been a part of. Don't duplicate efforts, and understand the past communication that your team has had with the person.
- Click the "Add to Flow" button to add the person to a flow
- Search for the Flow you want to add them to OR Filter based on 'All Flows', 'My Flows' or 'Flows Shared with Me'
- Click the "Add" button to add them to a flow
Pause People in a Flow
When reaching out to people via Flows, you may sometimes receive an out of office message from your prospects. In these cases, you can pause a person within your Flow until a day that you choose.
HERE is a guide to creating your flow
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LinkedIn SalesNav
Groove's native integration with LinkedIn Sales Navigator can help deliver accurate and timely insights into people and companies in your territory. Not only can you view LinkedIn profiles directly from the Omnibar, but you can also connect, message, and access icebreaker topics instantly!
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Read Previous: 5. Sending and Logging your Outlook Emails to Salesforce
Read Next: Groove Flows