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How to Connect Salesforce to Groove

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Here’s a step-by-step guide on how to connect Salesforce to Groove:

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  1. Start by going to Salesforce AppExchange and search: Groove Sales Engagement.
  2. Locate and select the Try It Free option.
  3. Click Try in Sandbox to proceed.
  4. Complete the contact form and select Continue to Installation.
  5. Next up, you will be taken to the login page for installation.
  6. Select Use Custom Domain for domain setup.
  7. Enter your Salesforce domain and press Continue.
  8. Set installation parameters and click Install.
  9. Authorize third-party access and hit Continue.‍
  10. You can find your integrations via Settings > Advanced Setup > Installed Packages.
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