All Collections
Microsoft 365 Users
Advanced Series
Additional Fields for Email and Calendar Logging
Additional Fields for Email and Calendar Logging

Update custom Salesforce fields from your Inbox/Calendar to capture important data

Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

When you're writing emails or holding demos, it's very important to update Salesforce appropriately to make sure that the right information about the conversation, meeting, account, and opportunity are being updated.

To help with this process, Groove allows you to fill out Task/Event/Activity custom fields directly from a new email message or your calendar events.

*Admins: In order to configure additional fields for your team, go to Manage My Org > Profile Settings > Additional Fields for Email Logging/Additional Fields for Calendar Events

Additional Fields for Emails

Outbound Emails:

For outbound emails, you can update your fields within the Groove taskpane before sending out the email. Make sure to "Send with Groove" so that Groove can populate your Salesforce data when logging the email.

Inbound/Existing Emails

For any email in your inbox, you can update your additional fields by using the "Search and Select" popup by clicking Review Items:

Additional Fields for Calendar Events

Supported fields: Text, Text Area, Picklist, Checkbox and Look Up Fields

Creating/Editing Calendar Events

When creating or editing calendar events, you can update Salesforce fields from the Groove taskpane:

Viewing/Updating Existing Events

When viewing events, you can also update Salesforce fields from the Groove taskpane:

Did this answer your question?