The Most Wonderful Time of the Year: Dreamforce!

The Most Wonderful Time of the Year: Dreamforce!

I don’t know about you, but here at Groove, we’ve been looking forward to Dreamforce all year. We love meeting our customers face-to-face and making new friends with folks who might not know about us yet.

If you’re coming to San Francisco for Dreamforce, I hope you’ll get in touch! Our team would love to hear about your work and share what we’ve got in store for 2018. Swing by one (or both) of these events and say hello:

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The Incredible Power of Automating Data Input with Salesforce

The Incredible Power of Automating Data Input with Salesforce

Linking your key work processes to Salesforce is a game-changer for a sales team.

Good, reliable data is the lifeblood of sales.

When you are able to combine your most useful data with a world class interface for managing it, then you have a distinct advantage over the competition, and a tool that can turbo-charge growth in any organization.

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Time is on Your Side - Google Salesforce Calendar Sync in Real Time

Time is on Your Side - Google Salesforce Calendar Sync in Real Time

Today we are excited to announce that Groove now offers Google Salesforce calendar sync in real time. But before we dive into the details, let's take a look at the Why. Back in February, we launched Groove Dashboards, which help you understand how your sales activities relate to your sales performance. The prerequisite to such unique insights is an accurate and comprehensive activity history of your Google emails and calendar events. However, logging activities from Gmail and Google Calendar should not come at the expense of extra effort for users. That is why we believe in a hybrid approach:

On the one hand, Groove logs Google emails and calendar events automatically in Salesforce for you. Such activities are associated to the activity history of the best matching Salesforce records (e.g. contacts and opportunities) by analyzing the recipients and invitees. Groove's heuristic scoring engine works its magic without any effort for users.

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Stay Where You Are - Announcing Inline Editing

Stay Where You Are - Announcing Inline Editing

One of Groove's core features is the Gmail sidebar, which gives you the Salesforce context alongside the email you're viewing. Today, we are taking this concept to the next level by allowing you to update your Salesforce records directly in the sidebar - a.k.a. Inline Editing. Just to give you a few examples why this is useful:

  • You can update the status of a lead as a prospect emails you
  • You can change the opportunity stage after a customer sends you the order form
  • You can add a phone number to a contact after they asked you to call them
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Salesforce Security - Admins, Do Your Share

Salesforce Security - Admins, Do Your Share

Let’s face it, 2014 has been a bad year for corporate security. Sony Pictures, Home Depot, Target and JPMorgan Chase are just the most prominent names of companies that became victims of cyber criminality. They found themselves in a PR nightmare due to data breaches. Also, Salesforce security went under attack by the Dyre Malware going after Salesforce credentials. This means: it can hit your company too. So, why not start the year with a Salesforce security sanity check of your Salesforce org? Here are some tips that come with no costs, but might significantly improve your Salesforce security.

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Introducing Groove History

Introducing Groove History

We're very excited to show you what we've been working on! Groove already made it easy to capture all your important customer conversations and events. The problem is this information was often only used in reports and not to help users every single day. This is why we created Groove History. You can see overview of all the great things you can do with Groove History in the pictures below!

View Activity History Right From Gmail

Using Groove History, you can now view the Salesforce activity history of anything (account/contact/lead/opportunity/custom object) right from your inbox. This means no more flipping back and forth between Gmail and Salesforce to do research.

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Using Google Apps as Email Relay for Salesforce to Remove Via Disclaimer

Using Google Apps as Email Relay for Salesforce to Remove Via Disclaimer

Customers frequently ask us how they can avoid their emails getting caught in spam filters. The trick is to use Google Apps as an email relay for Salesforce.  Even though it’s our goal to provide you with the world’s best Gmail-Salesforce integration, we acknowledge that sometimes you really want to send emails from Salesforce directly. The catch is that such emails look funny when opened in Gmail or other security aware mail clients.  Gmail detects that the email was sent via an email relay that is in the salesforce.com domain rather than your own.  Thus Gmail warns the recipient by displaying the infamous “via ...”caption, which for most people is a clear sign that this is an automated bulk email.

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Is OAuth a Threat to Your Google Apps or Salesforce Data?

Is OAuth a Threat to Your Google Apps or Salesforce Data?

Simply put, OAuth is a way of granting a 3rd party web application access to your private data in the cloud, without having to tell the 3rd party web application your username/password. For example, if you book a flight online using the airline's website, the website might offer to create a calendar event with all the flight data directly in your Google calendar. One way to do this is to tell the airline your Google username/password so they can “log in to Google as you” and then create the calendar event for you. But giving somebody your password is certainly a bad idea.

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