Playbooks Populates the Next Step Due Date Field in Salesforce with the Past Date

Overview

You may encounter an issue that the Playbooks Next Step Due Date field is populated with past dates (e.g., 2 days back) in Salesforce and a step was already completed after that.

Additionally, the following errors may be found in Task Sync logs:

• INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST - Playbooks Play Status: bad value for restricted picklist field: scheduled
• INSUIFFICIENT_ACCESS_OR_READ_ONLY

Solution

This issue may be happening when the activity sync engine is trying to set the value of the Playbooks Play Status field to a value that is not allowed by your CRM (for example, "Scheduled Call" or "Paused"), and as a result the value for the Playbooks Next Step Due Date field is wrong (the past date is being recorded).

In order to fix this issue, make sure that the Unmanaged Package for Salesforce is installed (it will add all of the Playbooks fields and values to your CRM) and update the properties of the Playbooks_Play_Status__c field to accept the field values mentioned in the task sync errors. For more information, refer to the article Playbooks Fields Not Transferring to Record In Salesforce.