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Dynamics Non-Interactive User

By Playbooks, System, User Guide
Dynamics Non-Interactive User The Non-Interactive user is used to sync data between CRM and Playbooks Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) which is used to connect the CRM to the corresponding Playbooks account and synchronize data between Playbooks and the CRM: create and update tasks,...
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Data Access Controls

By Playbooks, System, User Guide
Data Access Controls How to Configure advanced CRM integration settings Playbooks leverages both the access user and the individual sales rep to pull and push data to the CRM. Administrators can now specify when the access user should be used to sync data and when the sales rep should be...
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Salesforce – Neuralytics Unmanaged Package

By Playbooks, System, User Guide
Salesforce – Neuralytics Unmanaged Package This unmanaged package contains the fields for Neuralytics scores Neuralytics is a predictive and prescriptive self-learning engine that prioritizes sales activities to target the most promising leads and opportunities. Neuralytics processes over 100 billion sales interaction data points to produce simple insights and directives that...
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Playbooks Manager Application Onboarding for Salesforce

By Manager Application, New Admin, Playbooks, Salesforce Admin, System, User Guide
Playbooks Manager Application Onboarding for Salesforce The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Salesforce Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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