Using a Salesforce Service Account in Groove

What is a Salesforce Service Account?

A Salesforce Service Account is an Admin account used to power Groove features that need reliable access to all required permissions and data.

Requirements

You need the following to use or set up a Service Account in Groove:

1. A Salesforce User license (not API-only)
2. You must have Salesforce Admin permissions

The Service Account helps power features such as:

• Domain Wide Enablement (Email and Calendar Sync)

• Direct Import

• Automated Actions

• Salesforce Field Updates

• Auto Contact Capture

   

   

We recommend that your Salesforce Service account is not necessarily a specific person, but an account used for credentials.

 
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​Set Up Your Salesforce Service Account

1. Navigate to the My Org section of Manage My Org

2. We recommend to use a dedicated account with the user name groove@<yourdomain> rather than the account of a real user in order to avoid confusion. In any case this account must have System admin privileges.

3. You MUST sign out of any Salesforce account before you move on to step 4 below. 

4. Click on Connect Service Account.

5. Sign in to your dedicated account.

6. IMPORTANT: It's vital for Groove sync that this account remains activated and its connected apps permissions remain active. If you disable this account or revoke permissions to Groove for this account, email and calendar sync will be broken for all of your users.