Deactivate Playbooks
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.
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Interesting idea. We will definitely look into it.
Thanks,
Nitisha
I will post the good news here soon.
FYI @aushel
Any update on this@sai_ram ?
We will consider this as a part of the playbook revamp that is being tentatively planned to be delivered in next two quarters. Thanks.
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?