Shouldn't the on/off toggle for playbooks allow for a playbook to show or not show in the list to be added to a CTA? No matter if I have a playbook turned on or off, it still shows in the list to be added to a CTA.
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Hi Tara,
Don't think there's any such toggle available for Playbooks. Are you referring to the auto-sync button (first one from the left)?
There is no tooltip for this, so I can understand how this option is misleading.
Thanks,
Manu
Don't think there's any such toggle available for Playbooks. Are you referring to the auto-sync button (first one from the left)?
There is no tooltip for this, so I can understand how this option is misleading.
Thanks,
Manu
That's exactly what I was referring too. What does the auto-sync button do? I do feel like it's misleading. I guess I'll just delete the ones we won't be using.
Thanks!
Tara
Thanks!
Tara
I believe it marks all Tasks in that Playbook to be automatically synced to Salesforce activities (when applied to a CTA).
Thanks,
Manu
Thanks,
Manu
Hi Tara, I recently started going through all of the unanswered or unresolved problems and questions here.Here is the updated article which explains about the toggle behavior.
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