Switching which Salesforce Account Groove is Connected to

If you need to test Groove with a sandbox SFDC org or switch which SFDC account Groove is connected to, this article is for you.

Apr 22, 2024
Knowledge

Created Date

4/22/2024, 8:04 PM

Last Published Date

4/22/2024, 8:05 PM

Article

Switching which Salesforce Account Groove is Connected to

**This article applies to both G-Suite and Microsoft 365 users**

When using Groove, your Salesforce account is connected to both your Groove account (web-application side, including your Flows), your Groove extension (Gmail and SFDC features such as the Omnibar), and for Microsoft 365 users, your Groove Outlook add-in.

If you're looking to test Groove with a sandbox SFDC org or need to switch which SFDC account Groove is connected to, you must reconnect your Groove account and your Groove extension to the other SFDC org.

Connecting with the Main Groove Web App

Log out of all Salesforce tabs
Go to your Groove Settings tab on the left
Under Account Settings, click 'Disconnect' and follow the prompt to reconnect to SFDC

Screenshot 2023-12-20 at 12.59.23 PM.png

**For Microsoft 365 users, the above process connects your Groove Outlook add-in to the SFDC account chosen above**

Switching the Salesforce Account Linked to your Groove Extension

For the extension to work correctly, it must be connected to the same Salesforce account that the Groove app is connected to. Before you follow the process below, please ensure you are logged out of all SFDC tabs first.

Recommended Method

Right-click your Groove extension and select "Options."
At the bottom of the page, click "Logout," then Save and Close
Refresh Gmail (G-Suite users) or Salesforce (Microsoft 365 users), then open up your Omnibar on the right-hand side by clicking the infinity icon
Click log in to Salesforce or Sandbox, depending on what Salesforce org you'd like to log into.

Alternative Method

To ensure Groove is connecting to the correct Salesforce organization, please configure your setup URL by doing the following:

Take the hostname of your Salesforce org. Examples are https://na9.salesforce.com, https://acme-corp.my.salesforce.com
Append this path to the hostname: /apex/DaScoopComposer__DaScoopLogin
For the examples above, this makes: https://na9.salesforce.com/apex/DaScoopComposer__DaScoopLogin, https://acme-corp.my.salesforce.com/apex/DaScoopComposer__DaScoopLogin
Open the Groove Options page by right-clicking on the Groove symbol in the top right corner of your browser bar.

Screenshot 2023-12-20 at 1.00.32 PM.png

5. Copy/paste the URL above into the field "Salesforce Setup Page:"

6. Click Save & Close. Gmail and Google Calendar will refresh. This will configure Groove to connect you with this Salesforce org in the future.

7. Login to Groove again in Gmail. Your Groove extension will now be connected to the correct Salesforce org.

Title

Switching which Salesforce Account Groove is Connected to

URL Name

Switching-which-Salesforce-Account-Groove-is-Connected-to