Admin Getting Started and Configuration

Getting Groove setup and customized for your sales organization

Phill Legnitto avatar Sanket Karamchandani avatar Sanika Lakka avatar +4
49 articles in this collection
Written by Phill Legnitto, Sanket Karamchandani, Sanika Lakka and 4 others
Manage My Org

What's New! MMO March 2020

Learn about all the major changes and improvements that are available with Groove's new Manage My Org Page.
Sanika Lakka avatar
Written by Sanika Lakka
Updated over a week ago

User Management (Users Page)

Learn how to assign licenses, update user settings, and ensure that your team is set up for success
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated this week

Groove Teams

Add users to teams to increase collaboration and view analytics by team
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Profile Settings

Groove's Profile Settings and configurations offer many custom options to accommodate all of your specific business requirements.
Sanika Lakka avatar
Written by Sanika Lakka
Updated over a week ago

Account Configuration (ABS)

Your pioneer for better Account Based Selling
Sanika Lakka avatar
Written by Sanika Lakka
Updated over a week ago

My Org

Purchase additional licenses, remove licenses from Deactivated Users and configure settings that apply to your entire Groove organization
Aamir Peeran avatar
Written by Aamir Peeran
Updated over a week ago

Dialer Setup

Local Dial configuration and Usage and Billing Data,
Sanika Lakka avatar
Written by Sanika Lakka
Updated over a week ago

Meeting Scheduler

Customize the Groove Scheduler for your team!
Sanika Lakka avatar
Written by Sanika Lakka
Updated over a week ago

Call Settings

Configure how your organization's calls get logged to Salesforce (Dialer and non-Dialer customers)
Danielle Reardon avatar
Written by Danielle Reardon
Updated over a week ago

Global Automated Actions

Learn how to apply Groove's powerful Automated Actions to all of the Flows within your organization.
Sanika Lakka avatar
Written by Sanika Lakka
Updated over a week ago

Activity Log

Understand what activities are succeeding and more importantly, which are failing
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Flow Pausing Settings

Learn to pause Groove Flow settings automatically in responses to your customers’ Out of Office schedules and Holiday calendars.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago
Email and Calendar Setup

Configuring Email and Calendar Sync

Make sure all of your reps data is being synced back to Salesforce properly
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated this week

Email open tracking configuration for Admins

Configure Groove's open tracking for emails so sales reps can see when recipients are opening their emails.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Controlling which Groove data is pushed to Salesforce

Groove can populate additional Activity data once an activity is completed, and push additional Lead/Contact data based on certain updates
Aamir Peeran avatar
Written by Aamir Peeran
Updated over a week ago

Gmail options

Additional options for Groove's Gmail functionality
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Google Calendar options

Allow reps to update SFDC activities directly from GCal
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Configuring Email Attachments

Control how attachments are logged back to Salesforce
Sanket Karamchandani avatar
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
Sanket Karamchandani avatar
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
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Domain Wide Enablement

Avoid email and calendar data integration issues with Groove's powerful Domain Wide Enablement capability.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago
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 the most 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 over a week ago

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 If Someone Is in a Groove Flow in SFDC

Learn how to use Salesforce to identify all the contacts that are in Groove Flows and those that are not.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Ensuring Users Have Access to Call Type in Salesforce

Learn how to grant Field-Level Security Access for the Type Field on Task in Salesforce to ensure that users are able to log calls properly.
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

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?

Learn how to configure Groove to handle unresolved items for emails that are not related to any Salesforce record.
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 Flows

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

Learn about Groove's commitment to protecting the security and privacy of entrusted data as well as how we help customers comply with GDPR.
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Uninstalling Groove

If you should ever need to uninstall the Groove Extension, these instructions provide everything you need to know.
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago