It is essential that Playbooks can connect and integrate with Salesforce in flexible ways. With this release, administrators can now configure the following:

New Access User Configuration:Playbooks leverages the concept of an access user - or a user with high-level access controls - to retrieve data and sync data to the CRM. With this release, administrators can now see and alter who the access user is for their account. Care should be taken in changing the access user, as this may cause issues with syncing data if the new Access User does not have the proper permissions in Salesforce.

To change the access user:
1.) Log in to the Playbooks manager app
2.) Click on the Settings tab
3.) Click the CRM tab
4.) Find the access user sub-menu, select a new user, and save.

Set the Task Type for tasks created by Playbooks:When a task is created in Salesforce, Playbooks sets the task type. Some organizations need Playbooks to set different task types for calls, emails, and other tasks. With this release, Administrators can adjust the default task types for tasks created by Playbooks in the CRM.

To change the default task types:
1.) Log in to the Playbooks manager app
2.) Click on the Settings tab
3.) Click the CRM tab
4.) Find the task type sub-menu, enter in a new value for a call, email, or other task and then save.

Exclude Certain Phone/Email Fields:When a prospect is imported, Playbooks pulls all phone and email fields on the record and makes them available to use. Sometimes an organization may have certain phone fields or email fields that are not used for prospecting and should not appear in Playbooks. For example, a fax field won't be dialed, so it should not be pulled into Playbooks. With this release, administrators can now exclude certain phone and email fields from being synced to Playbooks.

To exclude a phone or email field from being used in Playbooks:
1.) Log in to the Playbooks manager app
2.) Click on the settings tab
3.) Click the CRM Tab
4.) In the "Prospect Fields" sub-menu, enter the API name for an email or phone field to exclude.
5.) Press Add, then press Save.

Improved Data Access Controls:Playbooks leverages both the access user and the individual sales rep to pull and push data to the CRM. With this release, administrators can now specify when the access user should be used to sync data, and when the sales rep should be used.For example, administrators can configure if records are retrieved, updated, and if tasks are created by either the access user or end user.

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