Overview

Playbook provides fulfillers with a way to visualize business process workflows in a simple, task-oriented view. This workflow ensures consistent responses to commonly encountered situations. These business process workflows are typically designed with Process Automation Designer.

Customize Playbook experiences

Playbook comes with a Global Playbook Experience record that defines a default Playbook configuration. You can use this record without any additional configurations. By default, this record defines a set of overrides for controlling how individual activities appear within Playbook. Activity overrides enable you to override the Playbook UI.

You can customize any of this behavior by creating a custom Playbook experience with your own configurations and activity overrides. These records will extend or, optionally, override the global Playbook experience.

Start here