How to integrate Salesforce and

Groove

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Salesforce and

Groove

Integration Guide

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Salesforce Integration

How to set up the Salesforce integration for your Groove account.
Install

To add the integration to your Groove account go to Settings > Integrations (beta) and click Connect for the Salesforce integration. Within the newly opened modal click the button to Install App.

Once you're connected, we'll automatically start pulling in contact information based on the conversation's contact email address. This contains the following information:

  • Lead and contact information
  • Account information
  • Recent tasks
  • Recent opportunities

You can fully customize what you want to see in the sidebar. Go back to Settings > Integrations (beta) and then Configure to tweak the defaults.

View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Groove
and Salesforce Integration

Find the right Consultant.

Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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Salesforce Integration

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