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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
September 22, 2016
New Idea

Deactivate Playbooks

  • September 22, 2016
  • 15 replies
  • 239 views
Would be great if there was a way to deactivate a playbook. We're getting to the point where we need to do some clean up of our playbooks, and we don't want to delete them because a) we then lose reporting on them and b) we might need them again. Would like to be able to move them to an inactive state where they would still be there, but they wouldn't show up in the list when selecting one for a CTA, etc.

    15 replies

    faust_belarmino
    Helper ⭐️⭐️
    September 24, 2019
    ooo!! I always LOVE good news! 😃 Thanks @sai_ram_pulluri

    FYI @aushel

    Contributor ⭐️
    April 28, 2021

    Any update on this @sai_ram ?

    sriram pasupathi
    Helper ⭐️⭐️
    May 3, 2021

    We will consider this as a part of the playbook revamp that is being tentatively planned to be delivered in next two quarters. Thanks.

    narayanan_s
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 17, 2021

    Hi @sriram pasupathi , Playbook deactivation introduced in NXT instance but not into SFDC edition or am i missing. Any update what’s current for both tenants?

    @Cornelia @sai_ram 

    Narayan
    sriram pasupathi
    Helper ⭐️⭐️
    September 22, 2021

    @narayanan_s That’s correct. We currently have the ability to make playbook inactive in NXT edition but not SFDC edition. We don’t have plans to have this in SFDC edition.