Software Asset Management - Playbook for SaaS integrations

KajolM
Tera Contributor

Hi experts,

 

I have installed both sn_sam_saas_int and sn_sam_playbook plugin in my customer's instance.

Could you please let me know how and where can I view the playbook UI in the instance?

 

Regards,

Kajol

2 ACCEPTED SOLUTIONS

Sid_Takali
Kilo Patron
Kilo Patron

HI @KajolM Playbooks provide step-by-step guidance for resolving processes and enable agents to easily manage the lifecycle of cases by guiding them through sequences of tasks.

Playbook is can be visible on Software Asset Workspace record page.  Refer below image

Sid_Takali_0-1724948398310.png

 

There is a 2 hours course on Now Learning portal on Playbook "playbooks and process automation designer fundamentals", I would suggest you to complete the course. You will get to everything about playbook.

 

View solution in original post

dreinhardt
Tera Sage

Hi @KajolM,

at the moment the Salesforce CRM integration is the only one supporting the new playbooks.

Playbook for SaaS integrations (servicenow.com)

 

dreinhardt_0-1724960164937.png

 

 

Best, Dennis

 

Should my response prove helpful, please consider marking it as the Accepted Solution/Helpful to assist closing this thread.

View solution in original post

3 REPLIES 3

Sid_Takali
Kilo Patron
Kilo Patron

HI @KajolM Playbooks provide step-by-step guidance for resolving processes and enable agents to easily manage the lifecycle of cases by guiding them through sequences of tasks.

Playbook is can be visible on Software Asset Workspace record page.  Refer below image

Sid_Takali_0-1724948398310.png

 

There is a 2 hours course on Now Learning portal on Playbook "playbooks and process automation designer fundamentals", I would suggest you to complete the course. You will get to everything about playbook.

 

Thank you for your help, Sid!

dreinhardt
Tera Sage

Hi @KajolM,

at the moment the Salesforce CRM integration is the only one supporting the new playbooks.

Playbook for SaaS integrations (servicenow.com)

 

dreinhardt_0-1724960164937.png

 

 

Best, Dennis

 

Should my response prove helpful, please consider marking it as the Accepted Solution/Helpful to assist closing this thread.