Otherwise, you can have internal meetings logged to Salesforce if your Salesforce admin has disabled "Only Sync CRM Related Events"Īny updates made in your Outlook calendar for an event that is logged in Salesforce (such as an update to the time, date, title, etc.) will also be reflected in the Salesforce event If your team has "Only Sync CRM Related Events" enabled, the event will only log to Salesforce if there is a contact or lead on it. More info on how Groove works with recurring events This can include an event that you created, or an event that you were invited to. Please ask your admin to reach out to your CSM if you'd like to have it enabledīased on your settings for logging Outlook calendar events to Salesforce, as well as your team's settings, each event will get logged to Salesforce and attached to the contacts or leads on the meeting.Īdditionally, based on your team's Related-To Lookup logic, the event will also be automatically related to the appropriate opportunity or case associated with the person you're meeting with.Īny event where the guest list includes someone in Salesforce will be logged to Salesforce for you, unless it is marked as "private" on your calendar. ![]() With Groove's Calendar Sync, you can let Groove take care of logging these events for you, so that you can focus on the meeting and the customer. ![]() One of the most important aspects of a meeting with a prospect or customer is tracking it in Salesforce to make sure the event details, attendees, and conversation are captured.
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