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Additional Filters for People

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. 
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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.

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  1. Priyanka Bhotika

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