Question

The on/off toggle for playbooks isn't working as expected

  • 31 August 2016
  • 4 replies
  • 43 views
tara_distel
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. 

4 replies

manu_mittal
Rank
Userlevel 6
Badge +1
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
tara_distel
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
manu_mittal
Rank
Userlevel 6
Badge +1
I believe it marks all Tasks in that Playbook to be automatically synced to Salesforce activities (when applied to a CTA).

Thanks,
Manu
sai_ram
Rank
Userlevel 7
Badge +2
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. 

Reply


Terms & ConditionsCookie settings