Overview
This article describes the minimum system requirements and CRM requirements needed in order to implement Playbooks.
Information
System Requirements
Playbooks is available on most modern computers that have the capability of running Chrome extensions. As a minimum, a computer must meet the following requirements:
| Infrastructure | Minimum Requirement |
|---|---|
| Operating System |
|
| RAM Memory |
|
| Web Browser |
|
| Internet Speed |
|
If users can run Salesforce, most often they can run Playbooks as well. The minimum recommended internet bandwidth for Playbooks is a download speed of 1 Mbps per user. Playbooks may load slower or move choppy due to other factors hindering internet bandwidth. These factors may include CRM bandwidth usage, IP phone usage, other devices on the network, router inefficiencies, signal strength, building material interference, or other considerations.
The administrative tool for Playbooks (the Playbooks Manager App) can be used in most modern browsers but is only officially supported in Google Chrome.
CRM Requirements
Playbooks only support standard CRM objects/entities for Accounts, Contacts, Leads, Cases, and Opportunities.
- All information, data, and records to be actioned in Playbooks must exist in the CRM within one of those supported objects/entities.
- Any other standard or custom objects/entities within the CRM cannot be enrolled in plays or used in Custom Sorts.
Salesforce Information
Edition Requirements
Playbooks supports Professional edition and higher of the Salesforce Sales Cloud. We strongly recommend that Enterprise edition or higher, since Playbooks requires API access which is limited in Professional edition.
| Edition | Supported | Notes |
|---|---|---|
| Performance | ✓ | |
| Unlimited | ✓ | |
| Enterprise | ✓ | |
| Professional* | ✓ | *Only with API access. |
| Salesforce IQ | ✗ | |
| Contact Manager | ✗ | |
| Group | ✗ |
Salesforce License Requirements
Playbooks only supports the standard Salesforce license. No other licenses are supported.
| Edition | Supported | Notes |
|---|---|---|
| Salesforce | ✓ | This is the only supported license. |
| Salesforce Platform | ✗ | |
| Force.com | ✗ | |
| Chatter/Community | ✗ | |
| Portal License | ✗ |
Dynamics Information
Dynamics Platform/CRM
On-Premise Dynamics is NOT supported.
Only Dynamics 365 (online) can be integrated with Playbooks.
Dynamics Edition Requirements
Playbooks supports Enterprise edition only. Business edition is NOT supported.
Dynamics License Requirements
Playbooks only supports a ‘Full User’ license.
‘Light User’ licenses are NOT supported.
Dynamics Version Requirements
Playbooks is only available for the following versions of Dynamics:
- 8.0
- 8.1
- 8.2
- 9.0
- 9.1
Solutions files are only available for these versions
SAP CRM Information
SAP CRM Version Requirements
Playbooks will support the latest, generally available (GA), version of SAP Hybris C4C. As of this document release date, Playbooks has been tested against SAP Hybris C4C, hosted, solution version 1805.02.0004. Functionality has not yet been verified against earlier versions.
User Interface Requirements
Playbooks currently supports the SAP Hybris C4C Fiori UI.
API Access
Playbooks integrates with SAP Hybris C4C via the OData APIs provided by C4C. Generally, these APIs are available by default and no special configuration is required.
Priyanka Bhotika
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