1. Review the Salesforce minimum requirements.
  2. User completing the installation must have the Salesforce System Permission to “Download AppExchange Packages”.
  3. At least 11 available Custom Task fields. 

Installation Steps

1 - When an account is provisioned, the Integration User will get a Welcome email. Click the green button in the email to get started.

2 - In a new Chrome tab, the Integration User must login to your Salesforce org. (Do NOT "Login As" the Integration User from the user details page. You must be natively logged in as the Integration User.)

3 - Return to the Chrome tab with the Setup Wizard. Login to Playbooks. Depending on the credential type you requested during the provisioning process, you will either need to enter the Integration User's email address and newly created password or use the "Sign On with Salesforce" option. 

4 - Next, you will be brought to the "Install Unmanaged Package" screen. For details about what is included in the Playbooks Basic Fields & Reports unmanaged package review this article. If you are ready to install the unmanaged package click on the green 'INSTALL NOW' text. (If you'd like to wait or skip this step entirely check the box to indicate "I have installed the required package".)

5 - If you selected to install the unmanaged package, a new Salesforce App Exchange tab will be opened and you will be directed to the Basic Playbooks Fields & Reports unmanaged package. Change the option for "What if existing component names conflict with ones in the package" to the bottom option of "Rename conflicting components in package".

Select the middle option to 'Install for All Users'.           

Installing for all users does NOT enable application for all users in your Salesforce organization.  Rather, it enables all new app-specific profile permissions added by so that the application will function properly. This will make it much easier to add users from various profiles to the application in the future.

6 - Click Install. The installation process should take only a  couple minutes to complete. You will see a completion alert as well as an email from once it was successfully installed.

7 - Return to the 'Setup Wizard' Chrome tab and check the box "I have installed the     required package". Then click the green NEXT button.

About the Basic Fields and Reports Unmanaged Package

The unmanaged package you are being prompted to install in this step only contains custom Playbooks fields and reports to jump start your reporting experience. For greater detail about the unmanaged package click here.


  1. After you check the box that you have installed the unmanaged package and clicked the green NEXT button, the Setup Wizard will instruct you to connect the Integration User. Use this article as your guide.
  2. Consider adding email tracking fields or Neuralytics fields using other available unmanaged packages. Be sure to update your Permission Sets once you've added these other packages.
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