Overview You might want to check if Playbooks CRM integration is set to sync tasks using the Access User or the End User setting. Solution Open Playbooks Manager Application. Click Settings tab in the...
Overview Playbooks syncs information almost instantaneously with your CRM every time you complete an action in Playbooks or send an email through Track and Sync. You can also make updates to CRM recor...
Overview In addition to the Basic Users who use the Playbooks product every day, Playbooks requires an Integration User (a.k.a. Service User, Access User) setup to connect the CRM to the Playbooks env...
Overview Playbooks leverages both the access user and the individual sales rep to pull and push data to the CRM. Administrators can specify when the access user should be used to sync data and when th...
Overview You may want to know if the Playbooks product is affected by the security vulnerability that has been identified in Log4j (CVE-2021-44228), which is a Java logging framework published by Apac...
Overview You may encounter issues that Playbooks and/or Salesforce is slow or lagging at random periods of time, which affects some of the product features and your daily tasks. Workflow Instructions ...
Overview If you have an auxiliary Playbooks organization (environment) you are using as a Sandbox, Staging or QA platform, you might want to add new users to it. Information You can add new users to s...
Overview All of your company emails are changing to a new domain (e.g. the company was bought by another one) and you may think that to add new users to Playbooks they must have the original domain, w...
Overview You may need to clear cache and cookies in your browser when facing various issues in Playbooks; this is a common troubleshooting step. Additionally, in some cases issues with Playbooks were ...
Overview You may encounter the following error message when trying to install the Unmanaged Package for Salesforce: Duplicate Name, the name Opportunity.Playbooks_Play_Status_c is already used on Comp...