ApplicationPlaybooksSystem

Logging in to Playbooks

By January 28, 2019September 4th, 2020No Comments

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 email and password.

Logging in to Playbooks with Single Sign-on

When you sign in to your CRM, Playbooks uses that connection so you don’t have to remember another username and password.

To Log in to Playbooks with Salesforce Single Sign-on

  1. Log in to Salesforce in Chrome.
  2. Open Playbooks.
  3. Click Salesforce.

To Log in to Playbooks with Microsoft Dynamics Single Sign-on

  1. Open Playbooks.
  2. Click All Login Options.
  3. Click Microsoft.
  4. Enter your Microsoft login credentials.

Logging in to Playbooks with Your Email Address and Password

Playbooks makes it easy to sign in with an email address and password.

To Log in to Playbooks with Your Email Address and Password

  1. Open Playbooks.
  2. Click All Login Options.
  3. Click Email.
  4. Enter your email address and password.
    NOTE: This will be an email and password for Playbooks and not the email and password used for Salesforce.
  5. Click LOGIN.
Tip: If only one sign in method appears, click All Login Options to show other options.

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