Overview You notice that the add to Playbooks button is missing from all records and list views in the CRM and you are unable to add contacts to Playbooks. You have connected the Salesforce/Dynamics C...
Overview This article explains how to correctly troubleshoot the issue where a user cannot see Playbooks buttons or other UI elements within their CRM or within their Chrome browser. Symptoms may incl...
Overview You are wondering if the Playbooks extension can be set to full-screen in the same way that normal Chrome tabs can be full-screened. Information No, the Playbooks extension cannot be viewed i...
Overview If you are trying to connect or reconnect your Salesforce account from Playbooks settings, you might get stuck on the Authorizing with Playbooks screen after clicking Connect button. At the s...
Overview The person who has the Access user account configured is no longer part of your company, so you want to change the Access user account to be your account. The following guide walks you quickl...
Overview If you are using Playbooks leaderboards you might notice that the scoreboard hasn't been updated with the recent results. Solution This might be a result of a broken tasks synchronization. Yo...
Overview You might need to get your agent number changed because your phone system, e.g. Cisco is down. while Playbooks isn't allowing you to change your number. Solution This is a result of your user...
Overview You are not able to work with Salesforce Lightning (e. g. pages are unresponsive) and you want to use only Classic mode, but Playbooks is not connecting with Salesforce Classic as you expect ...
Overview You want to know how to filter out events from Notable Events that are not related to your clients. For example, you may have visited a business's Facebook page, and now you are seeing events...
Overview In this guide, you will learn where to find the Playbooks extension and how to download and install it in regular environments. Information If the Playbooks extension is suddenly missing fr...