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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Managing the Playbooks Chrome Extension How to open or close, resize, and move the Playbooks extension Playbooks operates in its own Google Chrome window. It behaves like a normal window and is only opened or closed, resized, and moved when that specific window is selected. Opening Playbooks Playbooks opens in...
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Navigating the Playbooks Chrome Extension How to navigate the main workspaces in Playbooks When the Playbooks icon is clicked from either CRM or Chrome, Playbooks will open in a unique window, separate from the CRM window. This means, Playbooks will not close, minimize, or restore with the CRM window. Playbooks...
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