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 – 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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