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.
How do I open Omnibar in Outlook
*You can use Omnibar when you are writing emails, viewing existing emails, creating calendar events, or viewing existing calendar events*
In Outlook, users can open over any email or open a calendar event and automatically have the corresponding prospect's record appear in Omnibar if they exist in Salesforce.
Groove checks all of the recipients of the email, and tries to find them along with their related records in Salesforce, so that you have all the SFDC data, activity history, and contact/account notes when reviewing or writing your emails.
Groove checks all of the attendees of the event, and tries to find them along with their related records in Salesforce so that you have all the SFDC data, activity history, and contact/account notes when prepping for or reviewing a meeting.
Select "Open Groove" once you select an email or event 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:
Open related records to view accounts, opportunities, or custom objects that are related to the person that you're emailing.
Show "All recipients" so you can switch between multiple prospects that are on a thread or view Related Records in Salesforce.
Update Salesforce fields directly from Omnibar (such as Title or Opp stage) if a deal is moving through the pipeline.
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:
Check activity history for the contact and account to make sure you are up-to-date on recent engagement and any account status changes
Check out opportunity notes to make sure you get brought up to speed on deal stages
Add to flow: You can add leads or prospects directly to a flow from the Omnibar to follow-up with.
Create an action: Create a one-off action outside of your flows to engage with your prospects