Admin Getting Started and Configuration

Installing the Groove Managed Package

The first step towards empowering your sales team

Written by Sanket Karamchandani
Updated over a week ago

What's New! MMO March 2020

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

Groove Teams

Add users to teams to increase collaboration and view analytics by team

Written by Sanket Karamchandani
Updated over a week ago

Profile Settings

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 and configure settings that apply to your entire Groove organization

Written by Sanket Karamchandani
Updated over a week ago

Dialer Setup

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 Danielle Reardon
Updated over a week ago

Global Automated Actions

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

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 populated and synced back to Salesforce

Groove can populate additional Activity data once an activity is completed, and sync 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

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

Domain Wide Enablement

Written by Sanket Karamchandani
Updated over a week ago

Groove Roles & Permissions

Groove's access control options

Written by Jennifer Hudiono
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

Provision International Phone Numbers (Beta)

Get your team overseas setup with an International Dialer Phone Number!

Written by Sanika Lakka
Updated this week

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

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 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 this week

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 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

Shared Activities

Learn about SFDC shared Activities and how they impact Groove Sync

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

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

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

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

Groove and GDPR Compliance

Written by Phill Legnitto
Updated over a week ago

Uninstalling Groove

Written by Phill Legnitto
Updated over a week ago