SF Settings Flashcards
Add only Groove Users as Invitees
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.
Allow Background Email Sync
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.
[Deprecated] Allow Inline Editing
Controls whether users can update Salesforce records from the side bar in Groove for Gmail
Always Mirror Events in Google Calendar
Controls whether or not this event will be mirrored in the corporate calendar of the user who is the owner of an event record.
Block Teammate Email Opens
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.
Blocklist Applies to Email Open Tracking
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.
Don’t Track RSVP Status
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”
Email to Username Suffix
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.
Enable Calendar Logging
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.
Enable Easy Create Contact
Indicates whether users have the option to create contacts from the Groove View within Gmail.
Enable Email Bonus Features
Indicates whether users can activate the features “Send Later”, “Email Reminders”.
Enable Groove History
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.
Enable Search Salesforce from Gmail
Indicates whether users are able to search Salesforce contacts or leads from Gmail via Groove while composing emails.
Ignored Attachment Types
A comma-separated list of file extensions to ignore when logging an email, e.g., jpg, png, gif
Make Performance Data Transparent
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.
Only sync CRM related Google events
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
Respect Sharing Rules when Logging
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).
Custom Email Open Tracking URL
If you are running Groove in isolated mode, this field contains the base URL of the tracking pixel.
Enable Easy Create Opportunity
Indicates whether users have the option to create opportunities from the Groove View within Gmail
Allow Background Calendar Sync
Controls whether users can activate Groove’s calendar sync service. Groove calendar Sync will bidirectionally sync Google calendar events with Salesforce events
Allow Inline Create
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.
Alternative Email Matching
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.
Best Match Email Logging
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.
Custom Groove Login URL
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.
Create Unresolved Items
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.
Domain Blocklist
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.
Related-to Lookup Logic
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
Enable Advanced Email Open Tracking
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.
Enable Easy Create Case
Indicates whether users have the option to create cases from the Groove View within Gmail.
Enable Easy Create Lead
Indicates whether users have the option to create leads from the Groove View within Gmail.
Enable Email Open Tracking
Indicates whether the option “Track Email” is displayed to your users in Gmail. This allows you to enable/disable the email tracking feature.
Enable LinkedIn Sales Navigator
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.
Exact Match Ownership
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.
Maximum Attachment Size
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
Reparent Email Attachments
Controls whether you want email attachments to be saved under the “Related to” record or the “Person” record instead of the Email record directly.
Search and Select Objects
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).
Use Groove Templates Only
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.
Reverse Number Lookup
Enable if you want to use Groove Dialer’s reverse number lookup functionality.
