Sergey Savchenko

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Activity overview

Latest activity by Sergey Savchenko
  • Sergey Savchenko created an article,

    Playbooks Tasks Prioritization

    Overview You might want to know how are Start Today’s Tasks and personal/shared records lists are integrated & how are tasks prioritized when presenting to agents. Information When you click into y...

  • Sergey Savchenko created an article,

    Provide Access to Staging, QA, or Sandbox Environment

    Overview If you have an auxiliary Playbooks organization (environment) you are using as a Sandbox, Staging or QA platform, you might want to add new users to it. Information You can add new users t...

  • Sergey Savchenko created an article,

    Undeliverable Emails from Salesforce in Playbooks

    Overview If you are sending emails outside Playbooks due to different problems you might receive undelivered emails notifications from Salesforce in Playbooks. Information If you are sending emails...

  • Sergey Savchenko created an article,

    CRM Data Access Controls

    Overview Playbooks leverages both the access user and the individual sales rep to pull and push data to the CRM. Administrators can specify when the access user should be used to sync data and when...

  • Sergey Savchenko created an article,

    Salesforce - Playbooks Integration User

    Overview In addition to the Basic Users who use the Playbooks product every day, Playbooks requires an Integration User (a.k.a. Service User, Access User) setup to connect the CRM to the Playbooks ...

  • Sergey Savchenko created an article,

    Playbooks CRM Records and Tasks Syncing

    Overview Playbooks syncs information almost instantaneously with your CRM every time you complete an action in Playbooks or send an email through Track and Sync. You can also make updates to CRM re...

  • Sergey Savchenko created an article,

    Check CRM Task Sync Integration User Setting

    Overview You might want to check if Playbooks CRM integration is set to sync tasks using the Access User or the End User setting. Solution Open Playbooks Manager Application. Click Settings tab in...

  • Sergey Savchenko created an article,

    False-positive linkedIn Open Profile Playbooks Notifications

    Overview You might get notified that people click your LinkedIn profile, but on LinkedIn, it doesn't show they actually did. Information This might be due to an email security service that scans yo...

  • Sergey Savchenko created an article,

    Email Step Edit Button is not Available

    Overview If you are trying to edit an upcoming email step you might notice that you cannot edit it because the email Step Edit button is not available. Information This might be a result of the Ema...

  • Sergey Savchenko created an article,

    Cancel Scheduled Automated Email

    Overview You might want to know how to cancel a scheduled automated email, especially if you have scheduled it accidentally. Information You won't be able to cancel your scheduled email. When you c...