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Admin Getting Started and Configuration
Admin Getting Started and Configuration
Getting Groove setup and customized for your sales organization
+4
57 articles in this collection
Written by
Phill Legnitto,
Sanket Karamchandani,
Sanika Lakka
and 4 others
Getting the most out of your Groove Data in Salesforce
Use Groove Insights to get the most out of Salesforce
Written by
Aamir Peeran
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
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.
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
Written by
Sanket Karamchandani
Updated over a week ago
Using a Salesforce Service Account
Learn how to use a Salesforce Service Account to power Groove features.
Written by
Aamir Peeran
Updated over a week ago
Groove Teams
Add users to teams to increase collaboration and view analytics by team
Written by
Sanket Karamchandani
Updated over a week ago
Configuring Unsubscribe Links in Groove
Written by
Phill Legnitto
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.
Written by
Sanika Lakka
Updated over a week ago
Account Configuration (ABS)
Your pioneer for better Account Based Selling
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
Written by
Aamir Peeran
Updated over a week ago
Dialer Setup - US/Canada Local Dial
Local Dial configuration and Usage and Billing Data,
Written by
Sanika Lakka
Updated over a week ago
Meeting Scheduler
Customize the Groove Scheduler for your team!
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)
Written by
Phill Legnitto
Updated over a week ago
Manage on Behalf Of
This feature is currently in beta, please reach out to your CSM to have enabled.
Written by
Taylor Burrows
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.
Written by
Sanika Lakka
Updated over a week ago
Activity Log
Understand what activities are succeeding and more importantly, which are failing
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.
Written by
Sanket Karamchandani
Updated over a week ago
Customizing and Configuring the Omnibar
Creating a Custom Hyperlink Button in Omnibar
Omnibar configuration
Written by
Matt Alegria
Updated over a week ago
Configuring Groove Views for Omnibar
Customize the fields and objects each of your teams can view and update when using Omnibar
Written by
Sanket Karamchandani
Updated over a week ago
Configuring Omnibar Quick Create Buttons
Customize the Salesforce records your teams can create from the Omnibar
Written by
Sanket Karamchandani
Updated over a week ago
Email and Calendar Setup
Auto-Logging to Custom Objects
Eliminate Manual Data Entry by Auto-Logging to Custom Objects in Salesforce
Written by
Aamir Peeran
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 for Admins
Configure Groove's open tracking for emails so sales reps can see when recipients are opening their emails.
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
Written by
Aamir Peeran
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
Configuring your custom domain
Configuring a custom domain maximizes email deliverability by matching your tracking links to your sender domain.
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
Domain Wide Enablement
Avoid email and calendar data integration issues with Groove's powerful Domain Wide Enablement capability.
Written by
Sanket Karamchandani
Updated over a week ago
Team Setup
Groove Roles & Permissions
Groove's access control options
Written by
Phill Legnitto
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
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
Dialer Setup
Manage OmniDialer Phone Numbers
Get your domestic and overseas team setup with the right phone numbers to better their selling outcomes!
Written by
Sanika Lakka
Updated over a week ago
Call Recording
Enable call recording for your users
Written by
Sanket Karamchandani
Updated over a week ago
Isolated Mode Setup
How Do I Set up Email Open Tracking in Isolated Mode?
Learn how to enable Email Open Tracking in Isolated Mode so users can track email opens
Written by
Phill Legnitto
Updated over a week ago
Additional Information and Settings
Automatically Assigning and Unassigning Groove Licenses using Process Builder
Easily assign and unassign Groove licenses to your users
K
Written by
Kimberly Gianturco
Updated over a week ago
Automatically Assigning and Unassigning Groove Licenses using Flows
Easily assign and unassign Groove licenses to your users
K
Written by
Kimberly Gianturco
Updated over a week ago
Create Custom Day Fields
Merge fields that pick a future date
Written by
Matt Alegria
Updated over a week ago
Admin FAQs
A compilation of the most common questions admins ask us
Written by
Sanket Karamchandani
Updated over a week ago
Deploying Groove at Scale
Easily deploy Groove to everyone in your organization
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
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
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.
Written by
Sanket Karamchandani
Updated over a week ago
Changing the Email on your Groove Account
Written by
Phill Legnitto
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.
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
Shared Activities
Learn about SFDC shared Activities and how they impact Groove Sync
Written by
Phill Legnitto
Updated over a week ago
Flows Transfer
Transfer Flow ownership from user to another user
Written by
Phill Legnitto
Updated over a week ago
Additional Information About Google Calendar Sync
A more in depth look at Calendar sync
Written by
Phill Legnitto
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
Email Throttling
Set a max limit for how many Flow emails each user can send out per day
Written by
Sanika Lakka
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.
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
Email Compliance and Groove Flows
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
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.
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.
Written by
Phill Legnitto
Updated over a week ago