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Admin Guide: Overview of Playbooks Installation

By January 7, 2020October 28th, 2020No Comments

Admin Guide: Overview of Playbooks Installation

Overview of the Installation and configuration steps to setup Playbooks in your CRM

How does Playbooks connect to your CRM?

Playbooks is a Chrome Extension that connects to your CRM. The beauty of this design is that you can sign into Playbooks and your CRM and have the Playbooks extension open and available while browsing websites (for example: LinkedIn) while you prospect.

This video describes how a typical end user will use the Playbooks extension to maximize their time and follow a sales strategy to complete call and email tasks.

From the video above, you can see that when a prospect is added to Playbooks, the API will access the record in the CRM and copy certain data to Playbooks. A CRM administrator can restrict access to sensitive data such as credit card numbers, social security numbers etc.

Data transmitted to Playbooks is encrypted in transit using TLS 1.2. PII is limited to prospect name and contact information (phone numbers and email addresses).

How does one Playbooks extension relate to other Playbooks extensions?

As a user imports records from the CRM into her Playbooks extension it creates a Playbooks record that can be enrolled in a Play. It’s entirely possible for multiple users to add the same prospect to their Playbooks extension. For example, “CRM Record B” in the image below is added to 3 different Playbooks extensions.  Of course, this all depends on your CRM sharing model.

Ready to get started with the Playbooks Installation & Configuration?

Salesforce Readiness Checklist
Use this Ready to Launch Checklist as your companion guide during the Playbooks installation and configuration.
Dynamics 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. You may click a step button below to Jump to a specific step or follow the ‘Next Step’ Navigation on each article.

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

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