Editing Playbooks

You can edit playbooks from:

  • The Playbooks tab
  • Success Tracker

Editing Playbooks from the Playbooks Tab

To edit a playbook from the Playbooks tab:

  1. In the App Launcher, navigate to the Playbooks tab.
  2. Click Show Actions next to the playbook that you want to edit, then click Edit in the drop-down list. The edit window displays.
  3. Edit the information you want. The displayed fields might vary depending on whether your org uses custom record types. For more information, contact your administrator.
  4. Click Save to save the playbook or Save & New to save the playbook and create a new one.
Tip:

You can add, edit, or delete related playbook tasks in the Related subtab on the playbook's record page.

Note:

If there are no record types available in your org for the Objective, Playbook, and Success Plan objects, the fields in their related creation and edit windows use the related field sets.

Editing Playbooks from Success Tracker

You can edit a playbook from Success Tracker:

  • In the Success Tracker subtab of the related success plan's record page if the playbook has an associated success plan.
  • In the Success Plans subtab of the related account's record page if the playbook has an associated account. If you cannot view this subtab, contact your administrator.

Depending on your org configuration, Success Tracker might be enabled on additional pages and workspaces in Customer Success Cloud. For more information, contact your administrator.

If a playbook is not associated with either a success plan or an account, you must edit it from the Playbooks tab.

To edit a playbook associated with a success plan from Success Tracker:

  1. In the App Launcher, navigate to the Success Plans tab.
  2. Click the success plan that the playbook belongs to. The success plan's record page displays.
  3. On the success plan's record page, click the Success Tracker subtab.
  4. In the Success Tracker grid, select the checkbox next to the playbook that you want to edit. To view the playbook you want, you might need to click next to its related success plan and objective.
  5. Click Edit in the toolbar. The edit window displays.
  6. Edit the information you want. The displayed fields might vary depending on whether your org uses custom record types. For more information, contact your administrator.
  7. Click Save.
Tip:

When displayed on a success plan record page, Success Tracker also enables you to edit the success plan's related objectives and playbook tasks.

To edit a playbook associated with an account from Success Tracker:

  1. In the App Launcher, navigate to the Accounts tab.
  2. Click the account that the playbook belongs to. The account's record page displays.
  3. On the account's record page, click the Success Plans subtab. If you cannot view this subtab, contact your administrator.
  4. In the Success Tracker grid, select the checkbox next to the playbook that you want to edit. To view the playbook you want, you might need to click next to its related success plan and objective.
  5. Click Edit in the toolbar. The edit window displays.
  6. Edit the information you want. The displayed fields might vary depending on whether your org uses custom record types. For more information, contact your administrator.
  7. Click Save.
Tip:

When displayed on an account record page, Success Tracker also enables you to edit the success plan's related objectives and playbook tasks.

Note:

If there are no record types available in your org for the Objective, Playbook, and Success Plan objects, the fields in their related creation and edit windows use the related field sets.