13
Playbooks are available only for the 5 "Sales" entities. These kind of activity templates should be enabled for all entities, including custom entities.
STATUS DETAILS
New

Comments

S

If enable for all entities, Playbooks would be a powerful tool for i.e. account planning and campaign related functions. Quite an usual request from customers and always been a custom solution.

Category: Activities and Activity Feed

S

Thanks Stefan!

Enabling Playbooks for other OOB entities and custom entities is part of our roadmap.

Category: Activities and Activity Feed

S

Somehow the Playbook service should check whether the targeted entities are enabled for Activities, that’s all. Besides that just give us a plain Regarding lookup at the Playbook entity without the current restrictions.

My finding: Playing around with Playbooks for custom entities
https://2die4it.com/2018/11/09/playing-around-with-playbooks-for-custom-entities/

Category: Activities and Activity Feed