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Playbook Settings

Playbook Settings

 

Overview

The Playbook Settings section provides administrators with configuration options that define the behavior and visibility of features within the Playbook Events Module. These settings help tailor the Playbook experience to better match business needs and streamline user interaction with ClosePlan events. To Access the Playbook settings go to ClosePlan Admin > Environment > Playbook Tab.

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Options Tab

Enable Files

Allows users to attach files and add links directly to Events via the Events modal.

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Enable Notes

Activates the Notes section within the Event detail, allowing users to add and view notes related to the specific event.

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Enable Chatter

Activates the Chatter tab within the Event modal window, allowing users to collaborate by posting comments, updates.

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Enable Activities

Displays the Activity section within the Event detail, providing access to related tasks.

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Enable Checklist Due Dates

Enables the display of due dates for individual checklist items within the Event Detail and Event List views. This setting helps users track task deadlines associated with each event.

 

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Hide Type Field

Removes the Event Type field from both the Event Detail and Event List views.

 

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Hide Description Field

Removes the Description text field from the Event Detail view.

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Hide Goal Field

Removes the Goal text field from the Event Detail view.

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Prevent Sales Process Change (recommended)

When enabled, this setting prevents Opportunities with Staging-Enabled ClosePlans from changing their Sales Process. This ensures alignment with the Sales Process defined in the assigned ClosePlan Template.

  • Why it's important: Changing a Record Type in Salesforce may also change the Sales Process, which can disrupt the integrity of the ClosePlan stages.

  • What this does:

    • Allowed: Changing the Record Type only if the Sales Process stays the same.

    • Prevented: Any change that would result in a different Sales Process.



Prevent changing events from the Template

When enabled, users will be restricted from modifying Events Name and Type fields that are defined in the ClosePlan Template.

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Prevent deleting events from the Template

When enabled, users will not be able to delete Events that originate from the ClosePlan Template.

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Prevent deleting checklist items from the Template

When enabled, users cannot delete checklist items that are defined in the ClosePlan Template. This ensures that all required tasks remain intact as originally structured in the template.

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Custom Fields Tab

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Additional Fields

This section allows you to manage Fields on record detail or list view layout.

  • To display additional Fields, they must first be created on the sObject.

    • Creating fields requires System Administrator permissions.

  • You can easily access sObject fields using the "View Object Fields" link.

  • Note: Fields will not be displayed unless the user has Field Level permissions properly set using Profiles or Permission Sets.

  • Note: Long/Rich Text Fields are not supported in List view.

  • Note: After adding Fields, you can configure the layout of the list view by adding, sorting, or removing columns, including default Fields by clicking the Manage List Layout button.

    • Clicking the Manage List Layout button will open a modal where Fields can be selected to display or hide.

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Local Fields

This section allows you to link to the CP: Event Object to select Fields to add for display.

  • Clicking on the View Object Fields opens the CP: Event Object.

  • Clicking on Add Field will allow you to select a custom Field from the CP:Event object to display

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Picklist Values

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Playbook Status values can be modified, added, or removed. The following rules must be adhered to:

  • Entry with 'Not Started' API Name must remain present (Label can be changed).

  • Entry with 'Completed' API Name must remain present (Label can be changed).

  • Entry with 'in Progress' API Name must remain present (Label can be changed).

  • New entries will be treated as "In Progress" states.

  • Entries such as 'On Hold', 'Canceled' or 'Not Applicable' can be removed if not needed.

  • The order will be respected, but "In Progress" statuses will always follow "Not Started"