Groove

Create Custom Day Fields

Easily assign and unassign Groove licenses to your users

Automatically Assigning and Unassigning Groove Licenses using Process Builder

Automatically Assigning and Unassigning Groove Licenses using Flows

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

Enable API and Apex REST Services access in Salesforce

A compilation of the most common questions admins ask us

Admin FAQs

Easily deploy Groove to everyone in your organization

Deploying Groove at Scale

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

Testing Groove in Your Sandbox

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

Salesforce API Limit Reached

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

How to Tell If Someone Is in a Groove Flow in SFDC

Changing the Email on your Groove Account

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.

Ensuring Users Have Access to Call Type in Salesforce

Ensure that Groove is configured correctly for all of your users

Adding the Groove Homepage Component (SFDC Classic)

Learn about SFDC shared Activities and how they impact Groove Sync

Shared Activities

Transfer Flow ownership from user to another user

Flows Transfer

Additional Information About Google Calendar Sync

Groove and Apex Unit Tests

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

Email Throttling

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

How Do I Configure Unresolved Items?

Configuring Shared Unresolved Items

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

Email Compliance and Groove Flows

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

Groove and GDPR Compliance

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

Uninstalling Groove

Use Salesforce to Assign or Revoke Groove Licenses

Manage Groove Licenses Directly in Salesforce

Sanket Karamchandani

Sanika Lakka

Aamir Peeran

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Groove University

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

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