Overview Your robot is not working and it is not enrolling records to a Play. If you are trying to open your tasks you might notice that Playbooks isn't loading your tasks or that you have fewer accou...
Overview Robots are powerful tools that help Playbooks users, managers, and administrators automate common administrative tasks in Playbooks and your CRM. Robots interact with your CRM to search for r...
Overview If your agents are using Robots to find leads from campaigns owned by those agents., you might notice that Robots find no leads and can no longer access the CampaignMember object, although th...
Overview You are trying to use the custom User Lookup ID field in Salesforce as the ownership field for a robot (e.g., to remove or add records) but you get 0 results when you test the robot. You have...
Overview If you are using a robot that moves records from one play to another Urgent play and you are expecting users with a countdown to get notified, you might notice that notification is not showin...
Overview You may want to build a Playbooks notification to alert you when a robot hasn't been executed successfully for a certain period of time (e.g. 24 hours), which would save admin's time to monit...
Overview If you are using Robots to add or remove Play tasks you might notice that Robots don't seem to be running when they're supposed to or it takes more time for tasks to be added or get removed. ...
Overview You have records that were added into the shared queue, and then a robot was edited to change the play that those records were getting enrolled into and to turn on reverse. As a consequence, ...
Overview You may want to know if it is possible to pause Contacts, Accounts, or Leads in a Play using a Robot. Information Unfortunately, this is not possible. Robots can only remove records from Play...
Overview You have set up a robot to remove records, but after pulling 2000 records none of them are deleted from Playbooks. Solution This issue might be caused by the fact that a single Robot can quer...