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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Connect the Integration User to Salesforce How to connect the Integration User to Salesforce Title 60% Back See All Salesforce Admin Articles Next This guide will walk you through the steps to connecting your Playbooks account to your CRM via the Integration User. Depending on how you want to set...
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Installing and Updating the Playbooks Chrome Extension How to download and install the Playbooks Chrome extension The Playbooks Chrome extension enables you to leverage the most important information within your CRM and create workflow cadences to increase your efficiency. Installing the extension is the first step toward simplifying your prospecting...
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