If you prefer to use that, feel free to jump there now while you check out the rest of the user guides. Don't forget - if you're on Windows, you can open and use the add-in on both Outlook web, and the Outlook desktop application. Your Groove add-in is now set up and connected properly to Salesforce read the next article in the Getting Started (below) series to get the most out of your Groove. With this enabled, Groove will automatically log all your meetings related to Salesforce contacts/leads for you, and relate them appropriately to the correct lead, contact, account, and/or opportunity. Recommended: Auto-log all calendar events (in Beta). This also includes any emails you are sending from other devices such as your mobile phone!Ħ. With this enabled, Groove will automatically log all inbound and outbound emails to Salesforce, and relate them appropriately to the correct lead, contact, account, and/or opportunity. *Email Tracking is described in more detail in the next guides for users getting startedĥ. With Link Click, tracking, you'll get notified every time someone clicks on a link in your emails With Email Open tracking, you'll get notified every time someone opens one of your emails Recommended: Enable Email Open tracking, and Link Click tracking Next, click Sign into Salesforce to connect your Salesforce account to GrooveĤ. Click Get Started, and sign in with your work email addressģ. You should now see Groove open on the right hand side of your screen. 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.Ģ. You can install Groove for Outlook from within the web client or the desktop client. Outlook desktop application (Outlook 2013 and above)
You must have a Microsoft 365 account, a Salesforce account, and (at least) a Groove Core License Your Salesforce admin must first install Groove's Managed Package Requirements for using Groove in Microsoft Outlook * Note: If your team is transitioning from using G-Suite to Microsoft 365, please reach out to your CSM before setting up Groove in Outlook, so that our team can help with migrating your Groove accounts. 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.
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