Groove's integration with Microsoft Outlook allows you track when your prospects open your emails, log your activity to Salesforce automatically, and view/edit Salesforce records directly from your inbox, among other helpful tools.

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Inbox Taskpane

Compose Taskpane

Calendar Edit Taskpane

Calendar View Taskpane

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Inbox Taskpane

Omnibar

The Omnibar is your window into Salesforce! View, update, and create Salesforce records from your Inbox, or read past conversations and notes from the Activity History and Notes tab without needing to switch between your inbox and Salesforce. Salesforce admins can customize this to surface the fields and objects most relevant to you and your team!

Full Guide to Omnibar

Email Tools

Check which Salesforce records this email is attached to, and the opens, clicks, and replies this email has accumulated.

Note: Only emails that were tracked will show open, click and reply data. Individual emails are tracked if the "Track Email" checkbox is checked, and you clicked "Send with Groove". All emails from flow are automatically tracked.

If the email you are viewing is not yet logged to Salesforce, use the logging options at the top of the add-in! If it should be related to multiple records or custom objects, use Search and Select to relate to all appropriate records.



Full Guide to Logging your Outlook Emails

More Tools

More Tools direct you to different webpages in the Groove application which will give you additional information on your emails:

  • Email Tracking: the email open, click, and reply notifications for all of your tracked emails, all in one page.

  • Templates: the page where you can view, create, edit, and share your Groove templates

  • Error Log: a log of all of your recent failures with logging activities to Salesforce. You can View Details on the right hand side of each log to get a better picture. A few common reasons an activity might fail to log are:

    • All recipient domains are blocklisted (internal only email), or the calendar event is not CRM related

    • Your Groove account was disconnected from Salesforce at the time the email tried to log

    • There was a required field missing or a Salesforce process/automation that blocked logging

More Details on Error Log

Compose Taskpane

Email Tools

  • Insert templates to save time writing, or insert your Scheduler Link so your recipients can quickly book meetings on your calendar.

  • Check which Salesforce records this email will attach to after it's sent, based on your recipients.

  • Remember to click "Send with Groove" to make sure the email is tracked for opens and logged to Salesforce immediately!

Full Guide to Logging your Outlook Emails

Full Guide to Email Tracking

Full Guide to Meeting Scheduler

Full Guide to Templates

Omnibar

View Salesforce details and Activity History of the person you're writing to, or the related account, opportunity, and custom objects your team cares about.

*The video tutorial for Omnibar in the Compose taskpane is bundled into the video above for Email Tools in Compose*

Full Guide to Omnibar

Calendar Taskpane

  • (Outbound) Check which Salesforce records this event will attach to after it's sent, based on your invitees.

  • (Inbound) Check which Salesforce records the event is attached to. If it's not yet logged, use the logging options at the top of the add-in

  • Update any additional event fields to make sure it is logged with the correct information

Full Guide to Logging Calendar Events

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