Overview

This article describes the minimum system requirements and CRM requirements needed in order to implement Playbooks.

Information

System Requirements

Playbooks is available on most modern computers that have the capability of running Chrome extensions. As a minimum, a computer must meet the following requirements:

Infrastructure	Minimum Requirement
Operating System	Windows 7, Windows 10, Mac OS X
RAM Memory	8 GB or greater
Web Browser	Google Chrome (latest version)
Internet Speed	Upload and download speed 1 Mbps per user

If users can run Salesforce, most often they can run Playbooks as well. The minimum recommended internet bandwidth for Playbooks is a download speed of 1 Mbps per user. Playbooks may load slower or move choppy due to other factors hindering internet bandwidth. These factors may include CRM bandwidth usage, IP phone usage, other devices on the network, router inefficiencies, signal strength, building material interference, or other considerations.

The administrative tool for Playbooks (the Playbooks Manager App) can be used in most modern browsers but is only officially supported in Google Chrome.

CRM Requirements

Playbooks only support standard CRM objects/entities for Accounts, Contacts, Leads, Cases, and Opportunities.

All information, data, and records to be actioned in Playbooks must exist in the CRM within one of those supported objects/entities.
Any other standard or custom objects/entities within the CRM cannot be enrolled in plays or used in Custom Sorts.

Salesforce Information

Edition Requirements

Playbooks supports Professional edition and higher of the Salesforce Sales Cloud. We strongly recommend that Enterprise edition or higher, since Playbooks requires API access which is limited in Professional edition.

Playbooks doesn’t support Salesforce Service Console or any custom consoles. The only supported console is the Sales Console.

Edition	Supported	Notes
Performance	✓
Unlimited	✓
Enterprise	✓
Professional*	✓	*Only with API access.
Salesforce IQ	✗
Contact Manager	✗
Group	✗

Salesforce License Requirements

Playbooks only supports the standard Salesforce license. No other licenses are supported.

Edition	Supported	Notes
Salesforce	✓	This is the only supported license.
Salesforce Platform	✗
Force.com	✗
Chatter/Community	✗
Portal License	✗

Dynamics Information

Dynamics Platform/CRM

On-Premise Dynamics is NOT supported.
Only Dynamics 365 (online) can be integrated with Playbooks.

Dynamics Edition Requirements

Playbooks supports Enterprise edition only. Business edition is NOT supported.

Dynamics License Requirements

Playbooks only supports a ‘Full User’ license.
‘Light User’ licenses are NOT supported.

Dynamics Version Requirements

Playbooks is only available for the following versions of Dynamics:

Solutions files are only available for these versions

SAP CRM Information

SAP CRM Version Requirements

Playbooks will support the latest, generally available (GA), version of SAP Hybris C4C. As of this document release date, Playbooks has been tested against SAP Hybris C4C, hosted, solution version 1805.02.0004. Functionality has not yet been verified against earlier versions.

User Interface Requirements

Playbooks currently supports the SAP Hybris C4C Fiori UI.

API Access

Playbooks integrates with SAP Hybris C4C via the OData APIs provided by C4C. Generally, these APIs are available by default and no special configuration is required.

Minimum Requirements to use Playbooks