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