Groove

Steps to enable Salesforce API access using profiles and permission sets.

Enable API and Apex REST Services access in Salesforce

Easily assign and unassign Groove licenses to your users

A compilation of the most common questions admins ask us

Easily deploy Groove to everyone in your organization

A great way to test any configurations before releasing them to users

How to check for and resolve issues with Groove connecting to SFDC due to API call limits

Learn how to use Salesforce to identify all the contacts that are in Groove Flows and those that are not.

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.

Ensure that Groove is configured correctly for all of your users

Learn about SFDC shared Activities and how they impact Groove Sync

Transfer Flow ownership from user to another user

Set a max limit for how many Flow emails each user can send out per day

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

Features that help make sure you and your team are staying compliant with government regulations such as CAN-SPAM

Learn about Groove's commitment to protecting the security and privacy of entrusted data as well as how we help customers comply with GDPR.

If you should ever need to uninstall the Groove Extension, these instructions provide everything you need to know.