SF Settings

Question 1

Add only Groove Users as Invitees

Answer 1

When Groove syncs events from Google to Salesforce, it tries to find users, contacts and leads with the respective email to add them as invitees. This option controls whether Groove will either include only users that have a Groove license or any users.

Question 2

Allow Background Email Sync

Answer 2

Controls whether users can activate Groove’s email sync service. Groove Email Sync will automatically log all customer related emails sent and received by your users.

Question 3

[Deprecated] Allow Inline Editing

Answer 3

Controls whether users can update Salesforce records from the side bar in Groove for Gmail

Question 4

Always Mirror Events in Google Calendar

Answer 4

Controls whether or not this event will be mirrored in the corporate calendar of the user who is the owner of an event record.

Question 5

Block Teammate Email Opens

Answer 5

Do not register email opens from teammates with Groove installed. This is a good way to omit internal company co-worker email opens from affecting stats.

Question 6

Blocklist Applies to Email Open Tracking

Answer 6

Emails containing only recipients on the domain blacklisted will not be tracked. This can be a good way to prevent internal emails from ever being tracked.

Question 7

Don’t Track RSVP Status

Answer 7

Controls whether you want Groove to indicate the RSVP status of invitees. This is also useful when you don’t want Groove to do the equivalent of clicking “Add to Invitees” when you select contacts/leads, making it a “Multi-Person Event”

Question 8

Email to Username Suffix

Answer 8

If your usernames are named like Email + Suffix (e.g. frank@acme.com.production) you can add the suffix here (including the dot). This allows the Groove Auth Provider Handler to map an email address to a username.

Question 9

Enable Calendar Logging

Answer 9

Control whether users can log calendar events from Google calendar user interface relate the event to specific Salesforce records and populate additional fields on the Event object.

Question 10

Enable Easy Create Contact

Answer 10

Indicates whether users have the option to create contacts from the Groove View within Gmail.

Question 11

Enable Email Bonus Features

Answer 11

Indicates whether users can activate the features “Send Later”, “Email Reminders”.

Question 12

Enable Groove History

Answer 12

Groove History enables users to view their notes, call logs, and logged events for any Salesforce record right from Gmail. Groove History also makes it dead simple to log new activities and calls directly from Gmail.

Question 13

Enable Search Salesforce from Gmail

Answer 13

Indicates whether users are able to search Salesforce contacts or leads from Gmail via Groove while composing emails.

Question 14

Ignored Attachment Types

Answer 14

A comma-separated list of file extensions to ignore when logging an email, e.g., jpg, png, gif

Question 15

Make Performance Data Transparent

Answer 15

Controls what data is visible in the Groove performance dashboards. If checked, users can see the data of other users that are in the same level of the role-hierarchy (probably their teammates). If unchecked only managers can see their reportees data.

Question 16

Only sync CRM related Google events

Answer 16

Controls whether Google events are only synced to Salesforce when at least one invitee is a user, a contact or a lead (= the event is considered CRM related). If this box is unchecked, all events (that are not private) are synced from Google to Salesforce

Question 17

Respect Sharing Rules when Logging

Answer 17

Controls whether Groove logs emails/events to any related records, regardless of sharing rules (unchecked) or logs emails/events only to records to which the user has read access to (checked).

Question 18

Custom Email Open Tracking URL

Answer 18

If you are running Groove in isolated mode, this field contains the base URL of the tracking pixel.

Question 19

Enable Easy Create Opportunity

Answer 19

Indicates whether users have the option to create opportunities from the Groove View within Gmail

Question 20

Allow Background Calendar Sync

Answer 20

Controls whether users can activate Groove’s calendar sync service. Groove calendar Sync will bidirectionally sync Google calendar events with Salesforce events

Question 21

Allow Inline Create

Answer 21

Controls whether users can create Salesforce records from the sidebar in Groove for Gmail. Otherwise new records will be created in a new Salesforce tab.

Question 22

Alternative Email Matching

Answer 22

Controls whether the field “Email 2” is considered when trying to match emails to a lead or contact, as opposed to the standard email field only. To avoid performance issues, don’t activate this, if you have more than 500,000 leads or contacts.

Question 23

Best Match Email Logging

Answer 23

Controls whether you want logged/synced emails to be logged only once (under the best matching lead/contact/opportunity/case) or multiple times (under all matching records). If unchecked, the activity history is more comprehensive but more storage is used.

Question 24

Custom Groove Login URL

Answer 24

Allows you to auto-configure the user’s Chrome extension with a custom Groove Login URL. This is useful if you have a SSO system in place.

Question 25

Create Unresolved Items

Answer 25

Controls what happens if an email is logged but no related objects was found (e.g. Lead, Contact, Opportunity, Case, etc). If checked, Groove will create an "orphaned task" and the user can later relate the task manually to a record or delete it.

Question 26

Domain Blocklist

Answer 26

Is a comma separated list of email domains. Groove will not log emails if all participants on the email are on the blacklist. Use this to prevent purely internal emails from being logged.

Question 27

Related-to Lookup Logic

Answer 27

``` Auto-associating emails to Leads/Contacts and... 0 = None 11 = My Open Opportunities 12 = My Opportunities 13 = Any Open Opportunities 14 = Any Opportunities 21 = My Open Cases 22 = My Cases 23 = Any Open Cases 24 = Any Cases ```

Question 28

Enable Advanced Email Open Tracking

Answer 28

If you have Email Tracking Enabled, this indicates whether or not the IP Address and User Agent String of a recipient opening a tracked email will be saved. Disable this option if tracking such attributes isn't compliant with your privacy policy.

Question 29

Enable Easy Create Case

Answer 29

Indicates whether users have the option to create cases from the Groove View within Gmail.

Question 30

Enable Easy Create Lead

Answer 30

Indicates whether users have the option to create leads from the Groove View within Gmail.

Question 31

Enable Email Open Tracking

Answer 31

Indicates whether the option "Track Email" is displayed to your users in Gmail. This allows you to enable/disable the email tracking feature.

Question 32

Enable LinkedIn Sales Navigator

Answer 32

Controls whether you want users to see the LinkedIn tab to be in the Groove sidebar. This tab requires users to have a LinkedIn Sales Navigator license to be useful.

Question 33

Exact Match Ownership

Answer 33

Check this box if you do not want to log emails that cannot be associated to a Salesforce user by inspecting the email recipients, like emails sent from a group email address. If this box is not checked, Groove will associate the email to the running user.

Question 34

Maximum Attachment Size

Answer 34

``` Maximum size (in bytes) of email attachments to attach to Activity/Activity's parent. Blank (default) = Allow any attachments (5mb max size) 0 = Do not allow any attachments 1000000 = Allow attachments up to 1mb ```

Question 35

Reparent Email Attachments

Answer 35

Controls whether you want email attachments to be saved under the "Related to" record or the "Person" record instead of the Email record directly.

Question 36

Search and Select Objects

Answer 36

Is a common separated list of all sObjects (use API names of sObjects that "Allow Activities") that shall be included in a search and select result (e.g. when a user want's to attach an email or calendar event to a specific record in Salesforce).

Question 37

Use Groove Templates Only

Answer 37

Groove allows users to manage email templates from Gmail. If this box is checked, this feature is limited to Groove templates. Otherwise users can manage Groove templates and Salesforce templates.

Question 38

Reverse Number Lookup

Answer 38

Enable if you want to use Groove Dialer's reverse number lookup functionality.