You can fully customize what you want to see in the sidebar. Go back to Settings > Integrations (beta) and then Configure to tweak the defaults. You can even create a new lead right from the Inbox.
Full Answer
What is groove omnibar in Salesforce?
With the Groove Omnibar, you can view, update, and even create Salesforce records directly from your inbox. In addition, you can view a record's activity history, write quick notes, and also add your contacts and leads directly to your Groove Flows.
How do I customize the activities sidebar?
When using Lighting the Activities Sidebar can be customized to fit your needs. Fields can be added and removed much like in traditional layouts for each of the tabs (e.g, New Task, New Event, Log a Call, and Email). The position of the fields on the data entry screen can also be customized.
What can I do with the groove omnibar?
With the Groove Omnibar, you can view, update, and even create Salesforce records directly from your inbox. In addition, you can view a record's activity history, write quick notes, and also add your contacts and leads directly to your Groove Flows. Read more below to learn how to use the Omnibar's advanced features.
How do I add or remove fields in the action bar?
Drag an action you want to add from the top section. Drag fields from the screen back to the top section to remove them. When done, click the Save button on the Action bar. View your changes in production.
Where is the search bar in Salesforce?
Use the search bar at the top of your Omnibar to find any Salesforce contact, lead, account, opportunity, or custom object that you're looking for details on.
What happens if you move to a different page in Groove?
If you move to a different page within Groove, your history will stay intact
How does groove work?
Groove helps you to manage another task on your to-do list by allowing you to take notes on your calendar events with ease. Now, instead of scouring through the immense amount of data stored in your Salesforce, quickly search for your meeting notes in Groove's Omnibar. Check out your Activity History for any lead, contact or account, and search key words to find the exact meeting and any notes taken on that meeting!
How to create a contact in Salesforce?
Quickly create a contact or lead by clicking the '+' icon , if someone on the meeting is not in Salesforce yet
What is the back button on the Omnibar?
Back button ( < ): takes you to the very last record you viewed in your Omnibar. This button is only enabled if you have a record to go back to
What happens if you pop out Omnibar?
If you pop-out Omnibar, you will have a new history (since it's opened on a different window)
Can you view Salesforce records in Groove Omnibar?
With the Groove Omnibar, you can view, update, and even create Salesforce records directly from your inbox. In addition, you can view a record's activity history, write quick notes, and also add your contacts and leads directly to your Groove Flows.
Install
To add the integration to your Groove account go to Settings > Integrations (beta) and click Connect for the Salesforce integration. Within the newly opened modal click the button to Install App.
Uninstall
To uninstall the Salesforce integration, simply to back to Settings > Integrations (beta), click on Configure, and click Uninstall App.
Overview
Cirrus Insight uses your existing Salesforce layouts in a number of ways in the Sidebar:
Salesforce Layout Setup
To adjust how fields display in the Sidebar, refer to the above chart and edit the appropriate layout (s) in Salesforce.
What is groove in Gmail?
Groove for Gmail allows users to log emails and calendar events and "search and select" the related records. By default (meaning, if the field is left blank) Groove searched in these objects for the search query the user entered: Leads, Contacts, Accounts, Opportunities and Cases.
What does groove do when logging attachments?
When Groove is logging an attachment, you can choose to ignore certain file types . This helps reduce clutter and can help you filter out images from people's signatures (png, jpeg, jpg).
When a user activates email open tracking, Groove inserts the URL of a tracking pixel into?
When a user activates email open tracking, Groove inserts the URL of a tracking pixel into the outbound email. If you are running Groove in isolated mode, this field contains the base URL of the tracking pixel.
Does Groove save attachments?
When Groove logs or syncs an email, it also saves email attachments. This option allows you to control whether you want these email attachments (if deactivated) to be saved in the "Files and Attachment" section of the Task record that Groove creates in Salesforce or (if activated) to be saved in the "Files and Attachment" section of the parent Lead/Contact/Opportunity/Case/etc. records that Groove saved the Task record under (which is why it's called "reparenting").
Does Groove Chrome detect Salesforce?
When users install the Groove Chrome extension and login for the first time, Groove will automatically detect the URL of your Salesforce org and infer the Groove login URL. In some cases, the Groove login URL is special - e.g. if a Single-Sign-On system is in use.
Can you track an email open?
When you have the option Email Open Tracking activated, users can choose to track email opens for outbound emails. Sometimes an email is sent to a customer and to a coworker. In that case it is probably desirable to disregard the email opens from the coworker and only consider the email open from the customer.
Can you track outbound emails?
When you have the option Email Open Tracking activated, users can choose to track email opens for outbound emails. In some cases it might not be desirable or against your company policy that users track email opens for emails sent to particular recipients (e.g. emails to coworkers).
