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 c...
Overview You have a Salesforce Chatter free license, and you are wondering if you can use Playbooks. Information No. To use Playbooks, you must have a Salesforce license that includes API access. See ...
Overview You may want to remove the yellow message box at the bottom of the page because it is covering your Playbooks tools or interfere with Playbooks UI. Information There is no way to remove the C...
Overview You want to know if there is a way to change on which side of your browser window the Playbooks extension will open. The Playbooks extension opens to the right, but you want the extension win...
Overview This article explains how to correctly troubleshoot issues related to Syncing Data from Playbooks to CRM - when data is not being synced, or wrong data is displayed. Some of the common sympto...
Overview Playbooks create its own Task Log which can serve as a resource when determining why tasks aren’t logging to your CRM. In this guide, you will learn how to download this log to review what er...
Overview Your team works primarily off of account records and needs Playbooks to be able to recognize a Primary Contact. The Primary Contact should be the default record chosen for phone calls and ema...
Overview You are a new user of Playbooks, and you would like to know how to use Playbooks. The following article provides a general overview of using Playbooks and information on getting started. Info...
Overview You are unable to connect to your Microsoft Outlook / Office 365 (O365) account. You get a message from Microsoft saying that you need admin approval. Solution To resolve this, a Microsoft 36...
Overview You want to log into Playbooks opening the Playbooks screen, but you don't have the Playbooks tab showing up in Salesforce. Information This behavior is likely to be observed when you have ...