Additional Fields for Email and Calendar Logging
When you're writing emails or holding demos, it's very important to update Salesforce appropriately to make sure that the right information about the conversation, meeting, account, and opportunity are being updated.
To help with this process, Groove allows you to fill out Task/Event/Activity custom fields directly from a new email message or your calendar events.
*Admins: In order to configure additional fields for your team, go to Manage My Org > Profile Settings > Additional Fields for Email Logging/Additional Fields for Calendar Events
Additional Fields for Emails
Outbound Emails
For outbound emails, you can update your fields within the Groove taskpane before sending out the email. Make sure to "Send with Groove" so that Groove can populate your Salesforce data when logging the email.
Inbound/Existing Emails
For any email in your inbox, you can update your additional fields by using the "Search and Select" popup by clicking Review Items:
Additional Fields for Calendar Events
Supported fields: Text, Text Area, Picklist, Checkbox and Look Up Fields
Creating/Editing Calendar Events
When creating or editing calendar events, you can update Salesforce fields from the Groove taskpane:
Viewing/Updating Existing Events
When viewing events, you can also update Salesforce fields from the Groove taskpane:
