Does Playbooks have an application-based API instead of connecting at the user record level?

Overview

You are wondering how Playbooks connects to Salesforce CRM. Specifically, you want to know if the API works without connecting to user records.

Information

No. To use Playbooks, you need to connect to your CRM in order to access user records directly. Playbooks syncs information to your CRM and will not work without a direct connection. You will need to link an access user or your own end user in order to use information from your CRM within Playbooks.

See Minimum Requirements to use Playbooks for more information about what is needed to use Playbooks.

See Connecting Playbooks to your Salesforce for more information on how to connect to Salesforce.