How can we run Salesforce reports that connect with how many students use the Groove Scheduler function?
I'm looking to use Groove Scheduler for all of my future appointments, and for different stages through a students admissions process. I'm labeling the appointments accordingly, but I can't run Salesforce reports that show all the different appointments that a student has scheduled.
Hi Nathan - Great question.
One great way to surface all of the meetings scheduled with Groove’s scheduler in a Salesforce report, would be using the fields “Is Created By Groove” and “Subject”, on an Task and Event report.
The field “Is created by Groove” will surface all activities and events that are synced using Groove, while using the “Subject” field can act as an identifier for finding the specific meeting name that the scheduler is using for scheduling your activities.
It's also worth mentioning that if these students happen to be in a Groove flow when the meeting is scheduled, this will count towards the Groove analytic, "Meetings Booked", which is surfaced under the Flows tab in our Analytics page.
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