Setting Playbooks User Time Zone How to set your own time zone in Playbooks Playbooks leverages users’ settings to automate tasks. These tasks become due based on the time zone Playbooks has selected. If the time zone Playbooks has selected is wrong, you can change this setting any time from...
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Enable the Add to Playbooks Button How to Configure Salesforce so the Add to Playbooks Button is Present Playbooks inserts a button into Salesforce that allows users to add records directly from the record page or list views. Some simple configuration is required for the button to appear. Often, Salesforce...
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Playbooks API Limiter How to Keep Playbooks from Overwhelming API Limits Playbooks relies on API calls to connect with CRM to deliver the core capabilities of the platform such as importing records, running Robots, and syncing data to CRM records. Since Playbooks isn’t the only application that uses API calls,...
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Gmail Setup for Playbooks Emails How to set up Gmail to send emails from Playbooks Setting Up Gmail for Playbooks Emails Playbooks allows users to send emails directly from the product using their own email accounts. These emails are tracked and reps are notified when their prospects engage with their...
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Playbooks Manager Application Onboarding For Dynamics The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Dynamics Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Premium or Shared Rate Phone Numbers How to Identify you are dialing a premium rate or shared rate number If you've had issues attempting to dial certain numbers (especially in the EU), there could be a few reasons why the dial is not going through. First, determine if the issue...
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Salesforce – Playbooks Fields & Reporting Unmanaged Packages What is included in the Playbooks Fields & Reports Unmanaged Packages Every action completed in Playbooks creates important data that can be used to track the effectiveness of your current sales motion. In order to be able to create reports in your...
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Playbooks Fields & Access Levels Download Excel File This spread sheet contains all the pertinent information for every available Playbooks field used in reporting and a breakdown of each unmanaged package including the download links. The Overview tab summarizes the number of included Object fields for each unmanaged package so...
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Connect to Your CRM How to Connect Playbooks to Your CRM Connecting to Salesforce The connection between your CRM and Playbooks allows you to primarily work directly from the Playbooks extension. To update information for all your prospects instantly, a link between Salesforce and Playbooks must be established. Only Salesforce...
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Changing The CRM View How to Make Your CRM Navigate with Playbooks Playbooks allows you to switch through many different records quickly. If you enable the Change CRM View setting, your CRM will navigate along with Playbooks to whatever record you have open. This prevents you from having to switch...
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