5. Accept the permissions that Groove requests, agree to Groove's terms, and finish the installation

6. Double-check that you have granted Groove all the required permissions. Click Security > Show More > Advances Settings > Manage API client access in the G-Suite admin console. You should see a row in the list for Groove with a list of all the permissions you have granted Groove.

Create a Salesforce service account.

1. This is the Salesforce account that Groove will use to read and write email and calendar events to Salesforce when Groove calendar or email sync is enabled.

2. We recommend using a dedicated account with the username groove@<yourdomain> rather than the account of a real user to avoid confusion. In any case, this account must have System admin privileges.

3. IMPORTANT: Assign a Groove license to the service account user

4. IMPORTANT: it is vital for Groove sync that this account remains activated and its connected apps permissions remain active. If you deactivate this account, revoke permissions to Groove for this account, or un-assign the Groove license, email and calendar sync will be broken for all your users.

Activate Domain Wide sync and test

1. Log out of Salesforce (important)

2. Open https://app.groove.co/settings?activeTab=manage_my_org

3. click on Connect a Salesforce Service Account in the Domain-Wide Sync section. This will take you through the Salesforce login flow, where you should log in with the credentials of the Salesforce service account you created previously.

4. Back in the Groove page, open https://app.groove.co/settings?activeTab=manage_my_org again.

5. Click on the button Test Permissions and wait for a green alert in the top right corner. If you see a red alert, contact Groove support

6. If you have tested the permissions successfully, check the box Activate Domain Wide Enablement and click Save

    

Activate Email or Calendar sync for select users.

1. After you activate Domain Wide Enablement, you can now decide which of your user's calendar or email sync will be activated.

2. Go here and click the 'Users' button at the top of the page to see a list of all Salesforce users

3. Check the box for each user you want to turn email or calendar sync on/off

4. In the Actions menu, select Update email sync settings or Update calendar sync settings, respectively, and activate/deactivate email or calendar sync

5. If you select more than three users, activating email or calendar sync might take several minutes. Groove will send you an email as soon as it's finished.

    

Note: If users have email aliases, you will want to populate the fields 'Email Alias 1' and 'Email Alias 2' on the User's profile. Please do so to avoid the Assigned To of records being set to the service account to sync emails and events.