Software Asset Management - Playbook for SaaS integrations

[KajolM]

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

[Sid_Takali · Accepted solution]

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

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.

[Sid_Takali · Accepted solution]

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

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.

[KajolM]

Thank you for your help, Sid!

[dreinhardt · Accepted solution]

Hi @KajolM,

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

- Playbook for SaaS integrations (servicenow.com)

Best, Dennis