Setting Up Playbooks - Admin Guide

Steps to install and configure Playbooks, Adding Users and Teams, and additional information for Administrators

Andrew Thompson avatar Michael Taylor avatar H
29 articles in this collection
Written by Andrew Thompson, Michael Taylor, and Heather Yan
Playbooks + Salesforce: Setup Guide

Playbooks + Salesforce Setup Guide - Step 1

Overview of the Installation and configuration steps to setup Playbooks in your Salesforce Org
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Written by Heather Yan
Updated over a week ago

Playbooks + Salesforce Setup Guide - Step 2

Provision a Playbooks Account: Work with an ISDC representative to provision your Playbooks account
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Written by Heather Yan
Updated over a week ago

Playbooks + Salesforce Setup Guide - Step 3

Install the Unmanaged Package: Step by step instructions to add the basic Playbooks fields & reports to Salesforce
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Written by Heather Yan
Updated over a week ago

Playbooks + Salesforce Setup Guide - Step 4

Connect the Integration user to Playbooks: What is an Integration User? Why is this step important?
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Written by Heather Yan
Updated over a week ago

Playbooks + Salesforce Setup Guide - Step 5

Configure email account in Playbooks: take advantage of the numerous email features like NeuralSend by configuring email in Playbooks
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Written by Heather Yan
Updated over a week ago

Playbooks + Salesforce Setup Guide - Step 6

The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features and tools
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Written by Heather Yan
Updated over a week ago

Salesforce - Playbooks Integration User

What is an Integration User and why is it necessary to setup Playbooks
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Written by Heather Yan
Updated over a week ago

Salesforce - Playbooks Basic Fields & Reports Unmanaged Package

What is included in the "Playbooks Basic Fields & Reports" Unmanaged Package?
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Written by Heather Yan
Updated over a week ago

Salesforce - Advanced Email Tracking Fields - Unmanaged Package

This unmanaged package contains 8 custom fields for advanced email tracking
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Written by Heather Yan
Updated over a week ago

Salesforce - Neuralytics Unmanaged Package

This unmanaged package contains the fields for Neuralytics scores
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Written by Heather Yan
Updated over a week ago

Salesforce Integration Controls

Additional Salesforce integration controls, allows for access user config, tasks mapping and data access controls
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Written by Andrew Thompson
Updated over a week ago

Salesforce Minimum Requirements for Playbooks

Salesforce edition and license requirements of Playbooks
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Written by Heather Yan
Updated over a week ago
Playbooks + Dynamics CRM: Setup Guide

Setting up Playbooks for Dynamics - An Administrators Guide

Use these steps to install and configure Playbooks for Dynamics
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Written by Heather Yan
Updated over a week ago

1 - Import Playbooks Solution Files

The Playbooks Solution Files contain the necessary security role, custom fields, views, charts, and dashboards
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Written by Heather Yan
Updated over a week ago

2 - Configure the Playbooks Non-Interactive User

The Non-Interactive user is used to sync data between CRM and Playbooks
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Written by Heather Yan
Updated over a week ago

3 - Provision a Playbooks Account

Work with an InsideSales representative to provision your Playbooks account
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Written by Heather Yan
Updated over a week ago

4 - Playbooks Manager One Time Setup

The Playbooks Admin should be the first user to login to the Playbooks Manager and complete the One Time Setup.
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Written by Heather Yan
Updated over a week ago

Understand the users needed to provision/setup a Playbooks account

Details about the Playbooks Administrator, Microsoft Global Admin, and Non-Interactive User
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Written by Heather Yan
Updated over a week ago

Dynamics Minimum Requirements

What are the Edition, License and Version requirements of Dynamics to use Playbooks?
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Written by Heather Yan
Updated over a week ago

Changing the Playbooks Non-Interactive User

Details how to change the Playbooks Non-Interactive User Credentials (a.k.a. Integration User, Service Account User, System User)
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Written by Heather Yan
Updated over a week ago