Overview You want to remove People (contacts) from an end user's Playbooks extension (I.E. if a rep is sick or OOO and a record needs to be called) using the Playbooks Manager App, so this would allow...
Overview You might want to make changes to steps that are in the future and haven't happened yet after records have been enrolled in the Play. Information This is not an option right now and Playbooks...
Overview You might be wondering how Playbooks step number value is updated in Salesforce because it might be not updated in the way that you are expecting it to. Information The Playbooks Play step fi...
Overview You may want to configure a field that will show the due date of the next play for each of the records enrolled in Playbooks. Solution Create a custom filed in Salesforce with the following s...
Overview You have added the Playbooks next step task type or due date custom field in Salesforce and noticed that these fields are blank or not filled in for some of the records (e.g. leads or contact...
Overview You might want to allow enrolling custom objects into Plays. Information This is not an option right now but has been logged with Engineering and is being considered for future versions of Pl...
Overview You might want to skip a Play step to avoid sending an email or making a call if it is unnecessary or jumping straight to the following Play steps. Information You can skip Play steps using t...
Overview You find that the Playbooks Play Status, Playbooks Next Step Due Date, Playbooks Step, or other Playbooks field is not being transferred to the corresponding record in Salesforce. The value s...
Overview You may want to know if it is possible to enable reps to share a Play with other teams when you are creating a new Play. Information It is not possible to allow sharing a Play when you are cr...
Overview This article explains how to correctly troubleshoot issues related to accessing and viewing Plays. Some of the common symptoms related to this topic are: A Manager in Sales that is unable to ...