Installation of Playbooks Extension in Managed Environments Desktop administrators want to know installation options when they've already restricted Chrome extensions to users. Enterprise Access Control In many enterprise sales organizations, users are prevented from installing Chrome extensions. This is usually a blanket ban. There are various levels of control provided...
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SMTP Relay Setup for Playbooks Emails How do I configure SMTP relay for Playbooks? Playbooks helps sales reps reach out to their prospects in a consistent follow-up pattern. To do this it facilitates both making calls and sending emails within the application. 3 Different Ways to Email in Playbooks Authenticating...
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Playbooks + SAP CRM Setup Guide How do I set up Playbooks for SAP CRM? Related Article: Playbooks Requirements Before completing the steps below, click this message make sure that your organization meets the requirements to implement Playbooks. Authentication Authentication Overview Playbooks uses the OAuth 2 authentication built into SAP...
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O365 Setup for Playbooks Emails How do I set up O365 to send emails from Playbooks? Setting Up O365 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...
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Dynamics Non-Interactive User The Non-Interactive user is used to sync data between CRM and Playbooks Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) which is used to connect the CRM to the corresponding Playbooks account and synchronize data between Playbooks and the CRM: create and update tasks,...
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Installation Changes Dynamics Solution Files This article shows you the additions made when installing the Playbooks solution files. Related Article: Playbooks Installation Steps Click this message to see the steps to Install Playbooks in your CRM Fields Installed NEW LEAD & CONTACT FIELDS Display Name Details Play Info Updated At...
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Data Access Controls How to Configure advanced CRM integration settings Playbooks leverages both the access user and the individual sales rep to pull and push data to the CRM. Administrators can now specify when the access user should be used to sync data and when the sales rep should be...
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Salesforce – Neuralytics Unmanaged Package This unmanaged package contains the fields for Neuralytics scores Neuralytics is a predictive and prescriptive self-learning engine that prioritizes sales activities to target the most promising leads and opportunities. Neuralytics processes over 100 billion sales interaction data points to produce simple insights and directives that...
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Playbooks Manager Application Onboarding for Salesforce The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Salesforce 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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Other Configurations for Salesforce How to Configure your email, network, and telephony to work with Playbooks Title 80% Back See All Salesforce Admin Articles Next The Setup Wizard will prompt you to indicate what email service provider you use. Supported Email Platforms Playbooks Supports multiple email platforms. Select your service...
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