Get started with the Salesforce Playbooks Installation & Configuration

Download: Salesforce Readiness Checklist
Use this Ready to Launch Checklist as your companion guide during the Playbooks installation and configuration.

Here are the steps that will guide you through setting up Playbooks. Click a step button below to jump to a specific step then follow the ‘Next’ Navigation on each article.

  1. Get a Playbooks Account Provisioned for Salesforce
    XANT just needs a few pieces of information to provision your Playbooks account.
  2. Install the unmanaged package in Salesforce
    Step by step instructions to install the Unmanaged Package to Salesforce.
  3. Connect the Intergration User to Salesforce
    Steps to complete the connection and additional CRM configuration.
  4. Other Configurations for Salesforce
    Connect Playbooks and your Email Service Provider so you can send emails from Playbooks.
  5. Playbooks Manager Application Onboarding for Salesforce
    Use this navigating tutorial to complete the final in-app configuration.
Dynamics Installation Guide
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