Installation Guide for the Groopit app for Salesforce


The Groopit App for Salesforce transforms how companies gather actionable insights from employees working in Slack and Microsoft Teams. With only a few quick taps from any conversation, employees can share information, associate each insight with an account or opportunity, and simultaneously add this knowledge to Salesforce. This guide will walk you through the supported features, requirements and configuration steps. Instructions begin here.

Supported Features

Permission Sets & Security
Groopit App for Salesforce includes 2 permission sets to give Salesforce administrators flexibility to manage Groopit’s integration with Salesforce.

  • For administrators that allows Groopit-related administration including linking and unlinking of groups to Salesforce.
  • For users that allows data sharing and improves field-level security.

Groopit User/Administrator permission set includes permissions for fields pre-packaged with the Groopit Shared Data object to provide enforcement of field-level security.

Permission can be assigned seperately.

Save data from any Groopit client to Salesforce

If a Groopit Data Sharing Workflow has a related Salesforce object, data can be shared from any Groopit client and can be saved in Salesforce. Each Groopit report will also have a link to take the user to the Salesforce object. If the Groopit data is later edited in Groopit, it will also be updated in Salesforce. Only users with Salesforce permissions can share data to Salesforce from Groopit clients.

How it works
After linking a Groopit to Salesforce and relating the Groopit Shared Data object to an object in Salesforce, users on any Groopit client will get a “Save to Salesforce” section in the Data Sharing Workflow whenever they share data with Groopit. When they click that check box, they’ll be asked to sign in to their Salesforce account. After signing in, they’ll get a drop down that will let them pick the related object in Salesforce. The data entered in Groopit will then be saved to that object in Salesforce.

If a user doesn’t have a Salesforce account they can continue to share data to Groopit, that data won’t get added to Salesforce. Salesforce user permissions are used to control access and sharing in Salesforce, so the user must be a Salesforce user.

If a user is not a Salesforce user, Groopit Organizers can edit a report from that user and add the association using their credentials. Once the data is associated with a Salesforce object, the original user, who does not have Salesforce permissions, will no longer be able to edit the data in Groopit.

Users can change the Salesforce object a report is associated with or remove the Salesforce related object and Groopit will not send data to Salesforce. Groopit does not delete data from Salesforce. If you remove a link or delete the report on the Groopit side, it will not be deleted in Salesforce.

Field Mapping

By default, Groopit saves any data shared in an unstructured text field. This is the quickest and easiest way to set up and see the Groopit data related to Salesforce objects but it doesn’t allow Groopit data to be used in Salesforce reporting. To use data in Salesforce reporting, Groopit supports the ability to map specific fields of Groopit data into fields on the Groopit Shared data object. In order to do that, the Salesforce Administrator will need to add new fields to the Groopit Shared Data object.

Integration Requirements

  • You must be an existing Groopit customer to use the Groopit App for Salesforce. (Request a demo to learn more.)
  • You must be an administrator for the Groopit you want to integrate.
  • To install the Groopit App for Salesforce, you must have Salesforce Lightning and be a Salesforce administrator.


  1. Install Groopit for Salesforce from the AppExchange.
  2. Login to Salesforce organization when prompted. You will be taken to an Install Groopit for Salesforce Screen.
  3. Choose “Install for Admins Only”
  4. Click Install to begin installation

Adjust Settings

Remote Site – Create Remote Site to give Salesforce permission to make API calls to Groopit

  1. Search for Remote Site Settings
  2. Click on Remote Site Settings in search results
  3. Click New Remote Sight and edit Remote Site Settings
  4. Add Remote Site Name
  5. Add Remote Site URL: –
  6. Click Save

Edit Custom Metadata

  1. Enter into search “Custom Metadata”
  2. Go to “Custom Metadata Types”
  3. Find “Groopit Settings”
  4. Click “Manage Records”
  5. Click “New”
  6. Edit Settings
  7. Add Label – Groopit or any label
  8. Groopit Settings Name is auto-generated by Salesforce
  9. Add Groopit Service URL –
  10. Add Groopit Organization ID – If you are using SSO, enter your Groopit organization ID included with your credentials in the Organization ID field so end users will be taken to SSO login. If you’re not using SSO, leave blank and users will be taken to standard Groopit login.
  11. Click Save

Associate Groopit Shared Data Object with the Salesforce Object

    1. Go to Object Manager
    2. Scroll down to Groopit Shared Data Object
    3. Find “Groopit Settings”

Find Field and Relationships

  • Click “New”


Step 1 of 6: Check circle by Lookup Relationship

Click Next

Step 2 of 6: Pick a Salesforce Object to associate the Groopit object with, such as “Account”. Groopit Shared Data object can be shared with any Salesforce Object such as Account, Opportunity, or a custom Salesforce Object

Step 3 of 6: Enter the label and name for the lookup field
Click in the Field Name box. Salesforce will auto-generate Field Label based on chosen object and will auto-generate the Field Name based on Field Label

Don’t make it required
Click Next

Step 4 of 6: Accept defaults or setup according to your organization requirements

Click Next

Step 5 of 6.  Click Next to accept defaults and add to field layout

Step 6 of 6: Review defaults for how Groopit will be labeled on related list. Confirm label and click Save.

Go to Salesforce Object you associated with Groopit Object, such as “Account”

  1. Return to Object manager and click on “Account” or the object you just associated.
  2. Click Page layouts, pick appropriate layout
  3. Find Groopit related list
  4. Click on wrench to adjust settings
  5. Add “Created By” and “Created Date”
  6. Change default sort order date to Descending
  7. Click “Ok” on the dialog
  8. Click “Save” on the layout page

Create New Permission Set and Permission Set Group

Salesforce does not allow the permission set shipped with the application to be edited. You will need to create a new permission set to grant read and edit access to the object and create a new permission set group to link the 2 permission sets, so any future changes to the application can be implemented in the new permission set.

  1. Go to Users
  2. Click on Permission Set
  3. Click New (left corner above the permission set list)
  4. Add a Label, for example “Groopit User Extended”. Salesforce will automatically fill in the API name.
  5. Click Save
  6. Click Object Settings
  7. Scroll down and find Groopit Shared Data, click on it.
  8. Click Edit
  9. Scroll down to the Field Settings, find the Field name, such as “Account”
  10. Click the boxes to give read and edit permissions
  11. Click Save

Create a new user permission set group

To have the permission set created above updated if changes are made to the permission set at a future date, you will need to create a new permission set group, linking the Groopit User permission set and the new permission set created above.

  1. Click on Permission Set Groups
  2. Click on New Permission Set Group
  3. Add a Label, such as “Groopit User Extended”, the API name will be automatically generated.
  4. Click Save
  5. Click on Permission Sets in Group
  6. Click Add Permission Sets
  7. Find Groopit User and check box
  8. Find the Permission set created above and check box
  9. Click Add

Create new administrator permission set

  1. Click on Permission Set Groups
  2. Click on New Permission Set Group
  3. Add a Label, such as “Groopit Administrator Extended”, the API name will be automatically generated.
  4. Click Save
  5. Click on Permission Sets in Group
  6. Click Add Permission Sets
  7. Find Groopit Administrator and check box
  8. Find the Groopit User permission set created above and check box
  9. Click Add
  10. Click Done

Assign users to permission set groups

  1. Go to Permission Set Groups, and click on the permission set you want to add users
  2. Click Manage Assignments
  3. Click Add Assignments
  4. Check the box by each user that needs User permission.
  5. Click Assign
  6. Repeat for Users that need Groopit Administrator permissions. Users with Groopit Administrator permissions will be able to link and unlink groups in Salesforce.
Link Groopit group to Salesforce object

  1. User with Groopit administrator permissions, find related list on Salesforce object (e.g. “Account”) and click new.
  2. Administration of Groopit – Salesforce connections will appear. Expand to all groups that the user has organizer permissions.
  3. Click link to connect Groopit group to Salesforce object.  Repeat for all groups that need to be connected.

The Groopit Application for Salesforce should now be installed and configured and ready for testing.


Here is a list of items to review prior to deployment

Installation and Setup
  • Verify that Groopit shows up as a related list on the desired objects
  • Test users with different profiles/permissions to verify Groopit is visible to the right users
  • Verify that users have Read and Edit access to all fields on the Groopit Shared Data object.
  • Verify that the group you connected is available to select. If you added multiple groups, they should all be listed.
  • Confirm that Sign-in is working properly.
    • You should be prompted to sign in the first time. A popup window will open to complete sign in.  It should close automatically after signing in and you shouldn’t be prompted to sign in again
Share Data
  • Share data via Groopit App for Salesforce. Confirm data in Groopit Shared Data record is accurate.
  • Verify that the lookup field gets populated with the correct object after creation. For example, if you are using “Account” as your Salesforce object, the correct account is set.
  • Verify that the Groopit Shared Data shows up in the related list for the associated Salesforce object.  For example, if you are using “Account” as your Salesforce object the Groopit Shared Data appears in the account correctly.
  • Go to Groopit website and make sure you see the related object in Groopit
  • Edit the report in Groopit and return to Salesforce and make sure it was modified in Salesforce. To edit a report:
    • Find the report you want to edit
    • Click on the three dots in the upper right-hand corner of the report by the user name
    • Choose Edit from the drop-down
    • Make any changes
    • Click Save
Share This