Groove’s Omnibar is your window into Salesforce. With the Omnibar, you can view, update, take notes on, and even create Salesforce records directly from your inbox.
Edit and Create Salesforce Records
Open an email and hover over an email address
Groove’s Omnibar will automatically populate with the selected prospect’s Salesforce info.
To create a new record, select the blue “+” icon at the top of the Omnibar and the corresponding object you want to add.
You can then fill in any missing field values and hit "Save" to add this new or updated record to Salesforce:
Omnibar Search
From the top nav in Omnibar, click the magnifying glass icon.
Search for an email, company, or name
Once the record you're looking for appears, click the pencil (edit) icon to update:
Omnibar Tips
The fields shown in this view are all customizable and should show what’s relevant to your team, so if you’re not seeing something you’d like to, reach out to your Admins.
For Dependent Picklists, you first need a "parent" picklist. The, all the dependent picklists are highlighted so that you know which additional fields to update.
If you run into an error or validation rule, Omnibar pushes you into "Edit Mode" which allows you to update multiple fields at once before saving. You can also enter Edit Mode by clicking the pencil icon.
View Related Records
With the ability to view related records in Omnibar, you can switch between related contacts and opportunities at the same account. This time-saver will help give you a list of all relevant opportunities without having to manually search for them in Salesforce directly from your inbox.
Just click Related Records at the top:
Activity History
It can be a tedious and time-consuming task to sift through all of your contacts or accounts activities in Salesforce. Whether you're looking for call logs, details in an email thread, or meeting notes, it's crucial to have a quick and efficient method for exploring the entire conversation with your prospects and customers.
Note the different tabs under a contact's name. You can click through those tabs for different information — like Activity.
You get a glance of stats like opened, clicked, replied. And you can click on any listed activity for more details.
Here's what you can do in Omnibar's Activity History tab:
Click to open an activity to view the content directly from the Omnibar interface.
Sort by Type: Click "Activity Type" to sort activities like past emails, calls, meetings, etc. with that record. Let's stop searching around in Salesforce to track down those activity types.
Search: Click in the search box to search activity history with keywords to quickly reveal important conversations on the topic you are dealing with at hand. Search for keywords like pricing or budget, to see if you or any of your colleagues brought the subject up in a previous message.
Auto-Save Notes
Omnibar can save your notes to Salesforce. Notes can get stored to Salesforce in two ways:
Salesforce Field: Using a field called Groove Notes on the Contact, Lead, Opportunity, and Account. These notes are public and can be used to collaborate cross-functionally across your teams using Groove. This is our default option for new orgs.
Salesforce Lightning Notes (Private Notes):Using the Salesforce native Lightning Notes related list on the Contact, Lead, Opportunity, and Account objects. These notes are private by default and will not be shared with other people on your team unless granted.
To take notes from Omnibar, just click into the notes tab on a contact:
Note: Make sure that you see the loading symbol surface underneath the text box and complete saving when inserting notes to guarantee that your notes sync back to Salesforce.
Enabling Private Notes
Note: This feature requires Managed Package version: 9.115. Your company's Salesforce Admin can make this changes.
To enable Private Notes, got to Manage My Org in Salesforce > Profile Settings
Select the “Individual Omnibar Notes” checkbox in order to enable the Private Notes feature.
Add a Contact or Lead to a Flow
When working with some high-touch customers, you'll find it useful to add them to a Groove flow to help organize your prospecting.
Click the Groove tab
Click Flows > + Add To Flow
Follow the prompts to choose the Flow you want to add your contact to.
Add Accounts and Opportunities To Spaces
Groove Spaces are a place where you can create custom account/opportunity lists, collaborate with teammates, add custom Salesforce data, and more so that you and your teammates can work together on making progress in accounts or deals. When you click on an Account instead of a contact in Omnibar, you get the option to add them to a Space instead of a Flow.
Click on an account or open an account by clicking on Related Records for a contact you have pulled up in Omnibar
Click the Groove tab (like above)
Click + Add To Space
LinkedIn Sales Navigator
The last tab in Groove’s Omnibar directly integrates with your LinkedIn Sales Navigator profile so that you have comprehensive intel readily available to you from your inbox while you're reaching out to clients. With the LinkedIn integration, you can view common connections to help get introduced or find related leads to help with prospecting efforts.
Users can access the Omnibar directly in their inbox, calendar, Salesforce account, and the Actions and Flows pages in the Groove web app. For more about Omnibar in Gmail or Outlook, check out the related articles:
