Groove's calendar logging functionality streamlines the event logging process so by fetching and suggesting you Salesforce records based on your attendees list, and enabling you to complete Salesforce fields that will log the Event from Google Calendar.

Your Calendar Logging Settings live in your Groove Extension Settings, which can be accessed by clicking the three vertical dots in the upper-right corner of your Omnibar, then selecting 'Options' from the dropdown menu. These settings determine whether and how Groove will try to log your Google Calendar events to Salesforce by default.

When the Auto-Log All Calendar Events option is enabled, any events that you create or are invited to will automatically log back to Salesforce. When you create a new event in Google Calendar, the Log checkbox will automatically be preselected. You will not have an option of disabling logging for your calendar events by deselecting the Log checkbox.

This option is the same as the Background Calendar Sync setting in the Groove web app, meaning enabling or disabling one will correspondingly enable or disable the other.

Note: If this setting is grayed out for you, your Groove admin team may have disabled background calendar sync for your account by:

When the Auto-Log Only Outbound Events setting is enabled, Groove will default to attempting to log any events the you create from Google Calendar by preselecting the Log checkbox. If you decide you do not want the event to log to Salesforce, you can deselect the Log checkbox. Any inbound events you are invited to will need to be logged manually.

Note: If this setting is grayed out for you, your Groove admin team may have enforced the Background Calendar Sync setting for your account via Domain Wide Enablement.

When the Manually Log Events setting is enabled, Groove will not try log any events that you create by default. When you create a new event in Google Calendar, the Log checkbox will be unselected. If you decide you do want the event to log to Salesforce, you can manually select the Log checkbox. Any inbound events would also need to be manually logged to Salesforce.

Note: If this setting is grayed out for you, your Groove admin team may have enforced the Background Calendar Sync setting for your account via Domain Wide Enablement.

When you create a new Event and select the More Options button to open the event editing screen, you will see the Groove for GCal logging pane. Depending on your Calendar Logging Settings, the Log button for the event will automatically be checked off.

As you add external email addresses to the invitee list, Groove will search Salesforce for any records those email addresses may be related to. Groove will attach the event you to all possible Contact or Lead records it identifies; Groove will also attach the event to the highest-scored 'WhatID' record it finds, These suggested record attachments will be previewed for you to review in the Name and Related To fields in the Groove for GCal logging UI.

If Groove you want to review the records Groove has suggested or customize the records to which Groove will log the Event, you can click into the Name or Related To field to open the Search & Select window. From here, you can select and deselect to which of Groove's suggested records you want Groove to attach the Event, as well as search for records Groove may not have identified.

You will also see some Salesforce Event fields pulled into the Groove for GCal logging UI. The fields that surface here are determined by the Additional Fields for Calendar Logging setting your Groove admin team has configured for your Groove Profile Settings. Anything you input into these fields will be entered on the logged Salesforce Event. Before you are able to save the Google Calendar Event, you will need to complete any required fields, which are marked with an asterisk.

Once you've finished attaching records and completing Salesforce fields, you can save the Google Calendar event, which will prompt Groove to log it to Salesforce.

If you are invited to an event or chose not to log an outbound event, you can still log the event by clicking into it as if you were going to edit it.

The process of logging existing events is much the same as the process of logging a new event. The main difference is that instead of sending out the calendar invite to trigger Groove to log the Event, you'll want to click the Log to Salesforce button instead.

Any updates you make to a Google Calendar Event that has already been logged to Salesforce will automatically be logged to the corresponding Salesforce Event record.

If you update any of the Google Calendar event fields, those updates will be pushed to the corresponding Salesforce Event record after the event changes are saved. These types of updates include:

There are two ways to update the Salesforce fields for a logged event that are surfaced in the Groove for GCal Logging UI. The first is inline editing, which involves clicking into the field and making the changes directly. The second is multi-edit, which involves clicking the pencil icon in the upper-right corner of the logging pane. Any updates made to the Salesforce fields for an already logged event will write back to Salesforce immediately.

If you delete an event off your Google Calendar that has been logged to Salesforce, the corresponding Salesforce Event record will be automatically deleted, too.

Recurring events in Salesforce have several limitations that affect how Groove is able to sync recurring events.

There are also a couple of nuances to recurring events that affect Groove calendar logging.