Groove Onboarding for G-Suite Users: Inbox Level Engagement

Hey folks! So, in this video, we're diving into Salesforce's email logging feature. It's pretty cool because it automatically logs all your emails and links them to the right contacts, opportunities, accounts, and more. You don't have to manually attach them - it's all done for you! We'll talk about how contacts get pulled in automatically, choosing related records, and even how opportunities are scored. Plus, there's an option for logging custom objects and selecting multiple related records. Lastly, we'll run through setting up your emails and making sure they're logged correctly. Cool, right? Let's get into it!

Key moments:

• Reminders - [0:25]

• Email logging  - [0:59]

• Multi-select related records - [1:31]

• Engagement history and notifications - [2:43]