how to setupm groove salesforce

Steps to Set Up Groove Salesforce Integration

• Step 1: Installing the Groove App in Salesforce Log in to your Salesforce account here . Now go to Groove Salesforce...
• Step 2: Integrating Groove Salesforce Via Extensions and Add-Ins

Full Answer

How do I add groove to Salesforce?

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. Next, you will be prompted to log in to your Salesforce account and authorize the Groove integration.

How do I set up groove?

How to set up your Groove mailbox:Go to Settings...Company...Inboxes...Add a Team Inbox.Select Google or other client…Follow the setup wizard...And you are good to go!

What is groove in Salesforce?

Groove serves as an engagement layer on top of Salesforce, eliminating the need to map fields or sync between two systems. Your sensitive and proprietary data remains secure and in the system of record, Salesforce.

Where are the settings on groove?

You can manage Settings for the whole organization by clicking the Organization Wide Default page. Any settings applied here will be set for anyone in your Groove Organization. You can find this in your Manage My Org page here, and scroll down to Profile Settings.

How do you use Groove?

0:2412:40What is Groove Music and How to use it - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you will see all of the music you have inside your music folder it automatically by defaultMoreAnd you will see all of the music you have inside your music folder it automatically by default finds music that is in your music folder on windows 10..

How do I set up groove mail?

Set Up Your Groove Mailbox To set up your mailbox you'll need to go into Settings > Conversations > Mailboxes and click the +Add Mailbox button in the left menu. On the mailbox settings page, you'll see two fields where you must enter the name for your mailbox and an email address that you already manage.

Is groove part of Salesforce?

Groove is the first sales engagement platform built for Salesforce Financial Services Cloud.

What is groove CRM?

Groove is a sales productivity platform that enables revenue leaders to boost revenue-per-rep across every division of the enterprise. Groove automates administrative tasks and makes Salesforce easy to access and update from everywhere a seller works – in the office, at home, or on the road.

How much does groove cost?

Groove does not offer pricing online, instead you have to get a demo or quote to get access to pricing. Online comments suggest that starter pricing is $12/user/month, while business is $22....Groove.co vs FunnelFLARE pricing.Cost per user$45/moBy custom quote onlyContract TermsMonthly or Yearly???1 more row•Jan 17, 2022

Where is Groove Music app located?

The built-in Groove Music app is a Store app and is stored (like the other MS Store apps) in the hidden and protected C:\Program Files\WindowsApps folder.

How do I change the speed of Groove Music?

You can use windows media player to change playback speed: open the clip you want. right click on an empty space, e.g. in the middle of the window. click on "enhancements" choose "change playback speed" and Voila!

How do I use the Equalizer in Groove Music?

In the Groove Music app window, tap the “Settings” option placed at the bottom left side of the screen. Tap the “Equalizer” button placed under the “Playback” section. NOTE: You will only see this option after installing the latest update of the Groove Music app.

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.

How to connect Salesforce to Groove?

In Browser: In Desktop App: 2. You should now see Groove open on the right hand side of your screen. Click Get Started, and sign in with your work email address. 3. Next, click Sign into Salesforce to connect your Salesforce account to Groove.

How to add groove to Outlook email?

Sign into your Outlook account here. Open an email thread. Click the 3 dots, scroll to the bottom, click Get Add-ins. Search for Groove, and Click 'Add'.

Where are signatures set up in Outlook?

It's possible that your organization may have Outlook signatures set up at the server level , meaning that your signature will be appended to any email sent from any platform (Outlook on your computer, your phone, even Groove!).#N#In contrast to the server level, signatures may be set up at the client level, which means you will have to configure your signature in each method of email sending before they populate for that respective method. You will have to add your signature in your Groove settings for them to populate in flow emails.#N#Signatures can be added in your flow option settings here, under Email Signature Preview:

Can you install Groove on Outlook?

Installing the Groove add-in. You can install Groove for Outlook from within the web client or the desktop client. Once it is installed from either client, it is not necessary to install it on the other, it will automatically show up in both! Additionally, we recommend using Google Chrome as the Groove web-application is optimized for Google Chrome.

Does Groove work with Outlook?

Groove's integration with Microsoft Outlook allows you track when your prospects open your emails, log your activity to Salesforce automatically, and view/edit Salesforce records directly from your inbox, among other helpful tools.

Can you add signatures to flow email?

Signatures can be added in your flow option settings here, under Email Signature Preview: Filling out your signature in the Groove signature settings will apply to flow emails only! If you're not if this applies to you, please reach out to your admin to see how signatures are set at your organization!

Automatically Assigning Groove Licenses to Your Users

By using some of the tools in Salesforce, you can easily and automatically assign Groove licenses to your users.

Batch Assigning Groove Licenses

The same apex class can also be used to batch assign Groove licenses from the developer console on a one-off basis. Here is an example SOQL script you can run:

Automatically Un-Assigning Groove Licenses

Just like we are able to automatically assign Groove Licenses, we can follow the same path by using an Apex class that can be called to automatically un-assign Groove licenses.

Extracting a List of All Users with a Groove License

Even though Salesforce currently doesn't support reports on license assignments to managed packages, you can query such data using SOQL. This query will return a list of all users in your org that have a Groove license assigned to:

Automatically Assigning a Groove Team

You can also add your users to Groove Teams This is useful for reporting, sharing templates and flows, collaboration, and permissions in Groove. You can have Groove automatically assign users to a team, based on signals in Salesforce.

Deploying the Groove Outlook Add-in to your Users

Microsoft 365 admins can automatically deploy the Groove Outlook Add-in to users from the Admin Portal so that it's easier to manage onboarding for a large set of users or new users coming onboard:

Pre-Installing the Groove Chrome Extension for Gmail for Your Users

Google Apps admins can automatically deploy Chrome extensions to their users. Note: this only works if user "Log in to Chrome". Follow the instructions in the Google help center.

Task Data

Groove installs some of these fields when you install our managed package in Salesforce, but you can also add additional fields to populate even more data on your team's efforts back to Salesforce.

Custom Task Data

The fields below need to be created as custom fields on the Activity object in Salesforce before this information will start populating there:

Why do you need to set up a custom opt out field?

Set up a custom call opt out field in order to ensure that your team cannot call a contact or a lead who has opted out of communication. If a contact or lead tells verbally tells a rep that they would like to stop receiving calls from your organization, your rep can check the Call Opt Out field box on the contact or lead's page.

Does Groove work with Salesforce?

Groove is constantly trying to ensure that your organization is staying compliant, especially when your team is making hundreds of calls and text messages a day using Groove's Dialer. In this section you can configure Custom Opt Out fields in Salesforce for both Calls and SMS. If these fields are checked, Groove will make it easier for your team by blocking them from contacting those opted out contacts or leads from Salesforce via the Dialer.

Table of Contents

Prerequisites

Introduction to Groove

Introduction to Salesforce

Benefits of Groove Salesforce Integration

Conclusion