Overview You have observed that some records have been actioned by a Robot. Perhaps some tasks are not populating in Playbooks by the Robot, as you would have expected. You want to check what robots d...
Overview You added a new field on the contact view in Salesforce. However, when you are setting up a new robot and you look for this field recently added, you are not able to find it, so you wonder ho...
Overview You have created a new robot (e.g., to add records into Play) but it finds no eligible records, while the records that meet the criteria exist in your CRM. The new robot should have records t...
Overview You are wondering if there is an option for robots to add records to Playbooks without enrolling them in a play. Information No, there is no such option. Robots are only able to add records t...
Overview You are wondering if a robot will run again on a record that requalifies for that robot. Information If a robot has run on a record, then the robot will not run on that record again, regardle...
Overview You are wondering if there is a way to have a robot take action on a record without adding the record to Playbooks. For example, you may want to trigger a notification even if a record is not...
Overview You want to auto-create follow up tasks based on certain filters. However, you are not able to see this option or any task creation option listed in the action list. Information Currently, ...
Overview You may notice that records that do not qualify for your robot were enrolled into Playbooks and you want to understand why does the robot include the wrong records. For example, a robot requi...
Overview You are trying to save a robot but it's asking you to set a Record View (Shared or Personal) as an action with the following message: A Set record View Shared or Set record View Personal acti...
Overview You have a robot to remove Account records from Playbooks, but the records in Salesforce still have a Playbooks Play Name value and the Play Status field remains unchanged. Salesforce shows r...