Overview A user in your organization with the Salesforce Remain in Classic Permission is being automatically switched to Lightning on reverting to Salesforce from Playbooks. Since he is working throu...
Overview Your organization is transitioning from Salesforce Classic to Salesforce Lightning and the users of your organization must access the Lightning version for some operations (not all of them). ...
Overview One of the reps that are working remotely has lost the side tab for Playbooks to log in or get into the Playbooks extension. Information Try the following steps to solve this issue: Reboot...
Overview You might want your Reps to be able to view their Leaderboard from within Playbooks or have the ability to launch a Leaderboard. With everyone working from home, reps have lost the ability to...
Overview You may want to remove or hide the Playbooks icon that is located at the right side of your browser window as it blocks your meetings in Salesforce. Information There is no way to remove the ...
Overview If your email address will be changing soon you might need to know how to update this in Playbooks. Information Using Salesforce Authentication If your email address in Salesforce is going to...
Overview Customer Support (or the Infrastructure Team) may ask you to capture a HAR file while troubleshooting your ticket. HAR files contain detailed information about the network activity that occur...
Overview You might want to find out the support portal URL to check or submit your Playbooks support cases. Information You can check your Playbooks support cases after signing in. Use the Sign up opt...
Overview You need to connect to or create a new Playbooks Organization for your company - sandbox, development, or a new production environment. Solution If you need to create a new sandbox or prod ...
Overview You might want to be sure that Playbooks CRM connection is established and active at all times because connection interruptions might cause syncing problems. Information Unfortunately, that's...