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.