Overview

Installing an unmanaged package is a huge time saver for Salesforce administrators because they contain the new fields and pre-built reports that combine the new fields and existing Salesforce standard fields.

Information

When Playbooks is first implemented, your Playbooks consultant will recommend which custom fields should be added to your instance of Salesforce based on your case.

The Access User or System Administrator account used to install these packages requires the “Change Dashboard Colors” permission. If this permission hasn’t been granted for that Salesforce user account, you will need to create a new permission set and assign it to them.

Unmanaged Package Options

• Playbooks Essentials (without Email or Inbound Reporting)
  This is the latest version of the unmanaged package. This is the most basic package, so only install this version if your Salesforce environment does not have adequate space for additional custom fields.
  
  
• Playbooks Essentials + Email Reporting
  This is the same Playbooks Essential package but with additional email fields.
  
  
• Playbooks Essentials + Email and Inbound Reporting
  This has the same fields as the other two packages but with additional inbound call fields.
  
  
• Optional Fields
  This is not included in an unmanaged package. The fields must be added one at a time by a Salesforce administrator. Contains additional fields for Priority Score, calls, and Play reporting fields.

Keep in mind that you can only have one unmanaged package installed at a time. Carefully consider your organization’s API requirements and our recommendations before installing an unmanaged package. 

Installing the Unmanaged Package

Prerequisites:

• Review the Salesforce minimum requirements.
• User completing the installation must have the Salesforce System Permission to “Download AppExchange Packages”.
• At least 11 available Custom Task fields.

To install an Unmanaged Package, complete the following steps:

1. Select the correct Unmanaged Package to install, based on your organization's requirements. 
   Optional: Have the Administrator of Salesforce create an Integration user, or use your own user as Integration User.
2. When an account is provisioned, the Integration User will get a Welcome email. Click the GET PLAYBOOKS button in the email to get started.
   
   
3. In a new Chrome tab, the Integration User must log in to your Salesforce org.
   
   Do not Login As the Integration User from the user details page. You must be natively logged in as the Integration User.
4. Return to the Chrome tab with the Setup Wizard.
   
   
5. Login to Playbooks. Depending on the credential type you requested during the provisioning process, you will either need to enter the Integration User’s email address and newly created password or use the Sign in with Salesforce option.
   
   
   
   
6. Next, you will be brought to the Install Unmanaged Package screen. For details about what is included in each of the unmanaged packages, review this article.
   
   
   
   
7. If you selected to install the unmanaged package, a new Salesforce App Exchange tab will be opened, and you will be directed to the Playbooks Fields & Reports unmanaged package.
   
   
   1. Change the option for What if existing component names conflict with ones in the package to the bottom option of Rename conflicting components in package.
      
      
   2. Select the middle option to Install for All Users.
      
      
      
      
      Installing for all users does NOT enable the Playbooks application for all users in your Salesforce organization. Rather, it enables all-new app-specific profile permissions added by Playbooks so that the application will function properly. This will make it much easier to add users from various profiles to the Playbooks applications in the future.
8. Click Install. The installation process should take only a couple of minutes to complete. You will see a completion alert as well as an email from support@salesforce.com once it was successfully installed.
   
   
   
   
9. Return to the Setup Wizard Chrome tab and check the box “I have installed the required package” box.
   
   
10. Then click the NEXT button to finish the process.