Overview You are going to install the latest version of the Playbooks Managed solution for Dynamics CRM and want to know if your current solution (e.g. PlaybooksActivity 2.0 or InsideSalesPlaybooksSol...
Overview You have been alerted alerted that Playbooks is sending a high number of API calls to your SFDC instance, which is using a large amount of resources within our SFDC org. Information This iss...
Overview You are encountering the Check CRM Configuration screen in Playbooks with the following message: Playbooks_Play_Completed__c field is accessible on task. Field is not visible in Task schema. ...
Overview You need to have a separate structure in the admin menu (i.e. Robots, Plays, Templates) for a team of your colleagues from another country, which will start using Playbooks soon, and you want...
Overview You are trying to download the Task Sync Log in the Playbooks Manager app, but the Task Sync page is apparently blank. However, when highlighting the Task Sync page you notice the following e...
Overview The Playbooks application is down at the moment and you want to get updates about known outages. Or, you want to check if there is an outage because multiple users in your company are experie...
Overview When signing into Playbooks, you have to sign in on the custom domain, so you want to work around this action to stay signed in. Information This is not possible as the session cookies expi...
Overview On top of sending emails and making calls, Playbooks allows users to send SMS to their prospects. This article provides an overview for the SMS feature in Playbooks. Setting Up SMS in Playboo...
Overview You may want to check if there are updates available for the Playbooks extension, or you have been instructed to update it, and you want to know how. Solution You can follow the steps below...