Admin Getting Started and Configuration

Getting Groove setup and customized for your sales organization

Phill Legnitto avatar Sanket Karamchandani avatar Sanika Lakka avatar +4
48 articles in this collection
Written by Phill Legnitto, Sanket Karamchandani, Sanika Lakka and 4 others
Additional Information and Settings

Create Custom Day Fields

Merge fields that pick a future date
Matt Alegria avatar
Written by Matt Alegria
Updated over a week ago

Admin FAQs

A compilation of common questions admins ask us
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Deploying Groove at Scale

Easily deploy Groove to everyone in your organization
Aamir Peeran avatar
Written by Aamir Peeran
Updated this week

Testing Groove in your Sandbox

A great way to test any configurations before releasing them to users
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Salesforce API Limit Reached

How to check for and resolve issues with Groove connecting to SFDC due to API call limits
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

How to tell in SFDC if someone is in a Flow or not

Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Ensuring Users Have Access to Call Type in Salesforce

Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Adding the Groove Homepage component (SFDC Classic)

Ensure that Groove is configured correctly for all of your users
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Shared Activities

Learn about SFDC shared Activities and how they impact Groove Sync
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Additional information about Calendar sync

A more in depth look at Calendar sync
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Considerations when using Process Builder with Groove

Helpful troubleshooting tips for SFDC process builder
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Groove and Apex Unit Tests

Groove's impact on your Unit Tests
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

How do I configure unresolved items?

Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Configuring Shared Unresolved Items

Allow others to manage Unresolved Items
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Email Throttling

Set a max limit for how many Flow emails each user can send out per day
Sanika Lakka avatar
Written by Sanika Lakka
Updated over a week ago

Email compliance and Groove Flow

Features that help make sure you and your team are staying compliant with government regulations such as CAN-SPAM
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Groove and GDPR Compliance

Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Uninstalling Groove

Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago