Overview
You might be wondering if there is a way to filter People records by fields from Salesforce or using any other additional filters other than those present in Playbooks.
Information
No, the only filters available in Playbooks are:
- All People.
- People Enrolled in a Play.
- People not Enrolled in a Play.
- Paused.
If you need to unenroll records from Playbooks based on highly specific criteria found within Salesforce, you can implement a Robot to assist with that.
Priyanka Bhotika
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