Groove's Omnibar allows you to view, edit, and update Salesforce records directly from your inbox. Please view the Related Resources below for additional context and details.

Related Resources

Groove University Video Tutorial

Omnibar Overview

How do I open Omnibar in Outlook

In Outlook, users can open or hover over any email or open a calendar event and automatically have the corresponding prospect's record appear in Omnibar if they exist in Salesforce.

In the Desktop app, select "Open Groove" once you select an email to pull up a record's Salesforce information.

If no matching records are found, you can create a record right on the spot with the Omnibar by clicking the "+" icon!

After updating with the corresponding record, Omnibar can also allow users to complete the following:

  1. Open related records to view accounts, opportunities, or custom objects that are related to the person that you're emailing.

  2. Show "All recipients" so you can switch between multiple prospects that are on a thread or view Related Records in Salesforce.

  3. Update Salesforce fields directly from Omnibar (such as Title or Opp stage) if a deal is moving through the pipeline.

  4. Create a new record if the person your emailing is not yet in Salesforce.

Pro tip: Before sending an email or jumping on a meeting, Omnibar can be used to:

  1. Check activity history for the contact and account to make sure you are up-to-date on recent engagement and any account status changes

  2. Check out opportunity notes to make sure you get brought up to speed on deal stages

  3. Add to flow: You can add leads or prospects directly to a flow from the Omnibar to follow-up with.

  4. Create an action: Create a one-off action outside of your flows to engage with your prospects

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