With Email Open tracking, you'll get notified every time someone opens one of your emails Recommended: Enable Email Open tracking, and Link Click tracking Next, click Sign into Salesforce to connect your Salesforce account to GrooveĤ. Click Get Started, and sign in with your work email addressģ. You should now see Groove open on the right hand side of your screen. Once it is installed from either client, it is not necessary to install it on the other, it will automatically show up in both! Additionally, we recommend using Google Chrome as the Groove web-application is optimized for Google Chrome.Ģ. You can install Groove for Outlook from within the web client or the desktop client. Outlook desktop application (Outlook 2013 and above) You must have a Microsoft 365 account, a Salesforce account, and (at least) a Groove Core License Your Salesforce admin must first install Groove's Managed Package Requirements for using Groove in Microsoft Outlook
* Note: If your team is transitioning from using G-Suite to Microsoft 365, please reach out to your CSM before setting up Groove in Outlook, so that our team can help with migrating your Groove accounts. Groove's integration with Microsoft Outlook allows you track when your prospects open your emails, log your activity to Salesforce automatically, and view/edit Salesforce records directly from your inbox, among other helpful tools.
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