The Create Action from Salesforce feature enables users to efficiently create, draft, and assign new one-off actions for a variety of Salesforce views, offering you more flexibility in planning touches to key Contacts and Leads. With the click of a button, open up a compose window and begin writing up email, call, SMS, LinkedIn, or Sendoso actions while they're still top of mind, all without ever having to leave Salesforce.

Setup and Configuration

The Create Action from Salesforce functionality requires that your team be using OmniActions. If you don't yet have OmniActions enabled for your team and would like to try it out, please contact your CSM or the Groove support team.

As long as your team has the OmniActions feature flag enabled, there is no additional admin- or user-configuration required to use Create Action from Salesforce beyond users needing to install the Groove Chrome extension. If you have not yet installed the Groove Chrome extension, this can be done here.

Creating New One-off Actions

Creating Actions from Salesforce enables you to plan out and execute on a range of Action types from a variety of locations within Salesforce.

The Create Action Button

The Create Action button is populated in a number of different places across both individual Contact and Lead records, and Salesforce list views that surface Contacts or Leads. The table below summarizes where the Create Action button is surfaced throughout Salesforce.

Create Action Button Is Supported	Create Action Button Is Not Supported
Individual Contact and Lead records Contact and Lead List Views Account Related Lists Opportunity Related Lists Omnibar	Campaign Members Related List Salesforce Search Preview “Name” field on Task and Event records Salesforce Reports

Create Action from Individual Contact and Lead Records

On individual Contact and Lead records, the Create Action button is inserted in the top row of the record to the right of the Contact or Lead’s name.

Create Action from Contact and Lead List Views

On individual Contact and Lead list views, the Create Action button is populated to the left of the Contact or Lead’s name. Clicking the button there will populate options to add the Contact or Lead to a Flow, and to create a new one-off action.

Create Action from the Omnibar

Users can also create new one-off Actions from the Omnibar by using OmniActions. In the center of the top-row tools in the Omnibar is a + icon, which also populates the option to create actions when clicked.

Building Out New Actions

Clicking the Create Action button from any of the above locations will pop open a window where you can choose the Action type you'd like to create. The Action types that you can choose from include email, call, SMS, LinkedIn Connection Request, LinkedIn InMail, and Sendoso.

Action Settings

After selecting the Action type, you'll be able to configure the one-off action according to a range of settings.

Assigned To: By default, you will see yourself as the user to whom the one-off Action is assigned. If collaborating on outreach with team members, you can assign the Action to another user with whom you share a Groove Team assignment. Once created, the Action will be added to the Assigned-To user's Actions list.
Due: By default, the Action will be scheduled with an immediate due date. If planning Actions that you want executed in the future, you can use this field to select an alternative due date.

Additional Action setting can be found by clicking the + icon in the lower-left corner. Those additional settings will show to the Assigned-To user when they are completing the Action from the Groove web app.

Priority: By default, the Action will not be assigned a priority; however, you can use this field to designate the importance of the Action.
Action Summary: You can include a brief description of the Action either as a reminder for yourself or as a note to your Assigned-To teammate that can be reviewed when the Action is completed in the Groove web app. This messaging is private to the Assigned-To user and would not be sent out to the Contact or Lead, nor logged to Salesforce.

Action Body

Standard across all Action types are fields to input the recipient and the body. Depending on the Action type, there may be additional options that are available for configuring the Action (e.g. for email Actions, you can select the sender email address and the subject line).

The To field of the Action will automatically fill with the name of the Contact or Lead from whose record you initiated the Action.

For email Actions, the email address in the Email field on the Contact or Lead's record will also populate in the "To" field.
For call and SMS actions, the phone number in the Phone field on the Contact or Lead's record will also populate in the "To" field. This can be changed upon Action execution.

The body of the Action will write to the Description field on the Salesforce Task record once the Action is completed. For email, SMS, LinkedIn, and Sendoso actions, the body also represents the messaging that would be sent to the Contact or Lead when the Action is completed.

You can also click on the Templates icon in the lower-right corner of the screen to insert any of the Groove Templates you've created or been shared on into your Action's body. For a Template to be successfully inserted, it's type must match that of the Action (meaning only email Templates can only be inserted into email Actions, for example).

Once you've finished creating the Action, you can press the blue button in the lower-right corner. Depending on how the Action has been configured, the button will say different things.

Send – Email and SMS Actions that you have assigned to yourself and marked as due immediately will surface a "Send" button. Clicking the "Send" button will cause the email or SMS message to send out immediately.
Send Later – Email Actions for which you have chosen a Scheduled Send time using the click icon in the lower-right option of the Action compose window will surface a "Send Later" option. Clicking the "Send Later" button will cause the email to be send at it's scheduled date. No further action will be needed for the Action to execute.
Log – Call Actions that you have assigned to yourself and marked as due immediately will surface a "Log" option. Clicking the "Log" option will cause the Action to log as a call Task record in Salesforce. This option can be used to log one-off calls that you've placed or received outside of the Groove OmniDialer.
Save Action – Email, Call, and SMS Actions that are assigned to another user and/or marked due for a time in the future, as well as all LinkedIn and Sendoso Actions, will surface a "Save Action" button. Clicking this option will automatically add the Action you've created to the Assigned-To user's Actions list.

Executing Actions

Actions that have been created and added to the “Assigned To” users’ Actions list can be accessed and executed in a number of ways, offering the “Assigned To” user flexibility in when, how, and from where you would like to execute on your assigned Actions.

Actions Page

In the Groove web app, you can execute on your assigned Actions by navigating to the Actions Page, found here. The Actions page will show all your Actions from Flows, Spaces, Plays, and OmniActions. To refine your Actions to only those created using the Create Action button, you can use the filter "Source = One-off".

To execute on an Action in your Actions Page, simply click on any of the Actions in the list.

Omnibar

There are two places you can execute on your Actions from within the Groove Omnibar. Reviewing your Actions from the Omnibar enables you to take Action on them from wherever you're working, be it Gmail, Salesforce, or the Groove web app.

First, you can access the full list of your Actions by clicking the play icon in the upper-row of tools in their Omnibar (third from the left). Like the Actions Page in the Groove web app, you can filter this list to home in on the Actions you want to execute at the moment.

Second, from the view of an individual Contact or Lead record, you can click into the “Groove” tab in the Omnibar and look under the Actions section. Here, only Actions to the surfaced Contact or Lead will display.

Clicking on an Action you see in the Omnibar will open up an Action execution window in the lower left of your screen.

Reviewing Executed Actions

All the one-off Actions you execute on will be counted towards your Activity metrics in Groove Analytics, found here. Email and Call actions increment to their respective counts while all other Action types increment to the “Other” count.

Email and Call actions will also surface in the “Email” and “Call” tabs of Groove Analytics. The metrics from any Actions that used a Groove Template will also increment toward the analytics in the “Templates” tab. More information on reading the data in Groove Analytics can be found in this guide.

Hop into Salesforce, pull up a Contact or Lead record, and try your hand at creating a new one-off Action for them!