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Admin Getting Started and Configuration
Admin Getting Started and Configuration
Getting Groove setup and customized for your sales organization
+4
49 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
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, 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
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 and Configuring the Omnibar
Creating a Custom Hyperlink Button in Omnibar
Omnibar configuration
Written by
Matt Alegria
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 your Inbox
With Groove's Omnibar, you can enable users to create new Salesforce records without ever having to leave your Inbox
Written by
Phill Legnitto
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
Written by
Sanket Karamchandani
Updated over a week ago
Email open tracking configuration for Admins
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
Team Setup
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
Dialer Setup
Provision International Phone Numbers (Beta)
Get your team overseas setup with an International Dialer Phone Number!
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?
Written by
Phill Legnitto
Updated over a week ago
Additional Information and Settings
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
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
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 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
Written by
Phill Legnitto
Updated over a week ago
Uninstalling Groove
Written by
Phill Legnitto
Updated over a week ago