License and user management

Learn how to add and remove licenses from users and purchase additional licenses

Written by Phill Legnitto
Updated over a week ago

Installing the Groove Managed Package

The first step towards empowering your sales team

Written by Sanket Karamchandani
Updated over a week ago

Groove Custom Settings

Written by Sanket Karamchandani
Updated over a week ago

Groove and GDPR Compliance

Written by Phill Legnitto
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

Written by Sanket Karamchandani
Updated over a week ago

Admin FAQs

A compilation of common questions admins ask us

Written by Sanket Karamchandani
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

Written by Sanket Karamchandani
Updated over a week ago

Customizing which SFDC data is shown in Groove's Omnibar

The Omnibar can provide contextual Salesforce information to users directly in Gmail and in Flow

Written by Sanket Karamchandani
Updated over a week ago

Configuring what SFDC records can be created from Gmail

With Groove's Omnibar, you can enable users to create new Salesforce records without ever having to leave Gmail

Written by Phill Legnitto
Updated over a week ago

Configuring Email and Calendar Sync

Make sure all of your reps data is being synced back to Salesforce properly

Written by Sanket Karamchandani
Updated over a week ago

Email open tracking configuration

Written by Sanket Karamchandani
Updated over a week ago

Controlling which Groove data is synced back to Salesforce

Control which Groove data is synced back to Salesforce tasks, leads, and contacts

Written by Sanket Karamchandani
Updated over a week ago

Gmail options

Additional options for Groove's Gmail functionality

Written by Phill Legnitto
Updated over a week ago

Google Calendar options

Allow reps to update SFDC activities directly from GCal

Written by Phill Legnitto
Updated over a week ago

Configuring Email Attachments

Control how attachments are logged back to Salesforce

Written by Sanket Karamchandani
Updated over a week ago

Branding the meeting scheduler

Add your logo and color to customize the scheduler to your organization

Written by Sanket Karamchandani
Updated over a week ago

Configuring your custom domain

A custom domain for email open/link click tracking can help decrease the chances your user's emails end up in the SPAM folder

Written by Sanket Karamchandani
Updated over a week ago

Logging to custom objects

Make it so users can log emails and events to custom objects

Written by Phill Legnitto
Updated over a week ago

Create Groove Teams to encourage collaboration on templates and Flows

Make it easy for users to share content with their colleagues and for managers to see team analytics

Written by Sanket Karamchandani
Updated over a week ago

Customizing Groove for your different teams

With team/profile specific configuration you can make sure Groove meets the unique needs of everyone in your organization

Written by Sanket Karamchandani
Updated over a week ago

Give managers insights with Analytics - Flow Roles

Upgrade a user to a Team Lead, Analyst, or Groove Admin

Written by Sanket Karamchandani
Updated over a week ago

Syncing call fields to SFDC

Make sure users Call Result data is being synced back to SFDC

Written by Sanket Karamchandani
Updated over a week ago

Setting up Call Recording

Enable call recording for your users

Written by Sanket Karamchandani
Updated over a week ago

How do I set up email open tracking in isolated mode?

Written by Phill Legnitto
Updated over a week ago

Testing Groove in your Sandbox

A great way to test any configurations before releasing them to users

Written by Phill Legnitto
Updated over a week ago

Global Automated Actions

Written by Sanket Karamchandani
Updated over a week ago

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

Written by Sanket Karamchandani
Updated over a week ago

Ensuring Users Have Access to Call Type in Salesforce

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

Written by Sanket Karamchandani
Updated over a week ago

Deploying Groove at Scale

Easily deploy Groove to everyone in your organization

Written by Sanket Karamchandani
Updated over a week ago

Shared Activities

Learn about SFDC shared Activities and how they impact Groove Sync

Written by Phill Legnitto
Updated over a week ago

Domain Wide Enablement

Written by Sanket Karamchandani
Updated over a week ago

Uninstalling Groove

Written by Phill Legnitto
Updated over a week ago

Considerations when using Process Builder with Groove

Helpful troubleshooting tips for SFDC process builder

Written by Sanket Karamchandani
Updated over a week ago

Groove and Apex Unit Tests

Groove's impact on your Unit Tests

Written by Phill Legnitto
Updated over a week ago

How do I configure unresolved items?

Written by Sanket Karamchandani
Updated over a week ago

Configuring Shared Unresolved Items

Allow others to manage Unresolved Items

Written by Phill Legnitto
Updated over a week ago

Additional information about Calendar sync

A more in depth look at Calendar sync

Written by Phill Legnitto
Updated over a week ago