Admin Getting Started and Configuration

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

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

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

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

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

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

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

Automatically Assigning and Unassigning Groove Licenses using Process Builder

Easily assign and unassign Groove licenses to your users

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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

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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