Get a Playbooks Account Provisioned for Salesforce What information does XANT need to provision a Playbooks account Title 20% See All Salesforce Admin Articles Next The process to provision a Playbooks account and connect it to your CRM requires a live meeting with a XANT team member. The following instructions...
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Salesforce – Playbooks Integration User Why does Playbooks require an Integration User? Overview In addition to the Basic Users who use the Playbooks product everyday, Playbooks requires an Integration User (a.k.a. Service User, Access User) be setup to connect the CRM to the Playbooks Account in order to perform many...
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Playbooks Requirements What are the requirements to use Playbooks? This article describes the basic infrastructure requirements needed in order to implement Playbooks. CRM Requirements Playbooks only supports standard CRM objects/entities for Accounts, Contacts, Leads, Cases, and Opportunities. Any other standard or custom objects/entities within the CRM cannot be enrolled in plays...
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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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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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Logging in to Playbooks How to log in to the Playbooks Chrome extension Logging in to Playbooks is accomplished with one click by taking advantage of the single sign-on feature for Salesforce and Microsoft Dynamics. If this isn't an option your organization has, you can also log in with your...
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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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Uploading Your Profile Picture How to upload your profile picture for Playbooks Uploading Your Profile Picture Upload a profile picture and get recognition for outstanding performance. Topping Leaderboards gives you the opportunity to showcase your profile picture and join the ranks of the top performers. To Upload Your Profile Picture...
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Adding Your Power Anthem How to play your sound when you take over the Leaderboard Adding Your Power Anthem Every time you advance to the number one position of a Leaderboard, you can play a few seconds of your favorite song or turn heads with a catchy sound effect. It’s...
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