Playbook Best Practices

Milestone Template 

• When creating your first template, a good starting point is to use the "Generate Quick Start Template". This will have a MEDDIC sales methodology framework. However, this can be used as a good reference on how to structure or build your own.

• On child headers or child milestones, it is normally easier to understand and accurately lay down the headers and milestones when using the "days after start" or "days before end" rather than percentages. 
• If the owner assignment for the milestones and or headers is known, you can do the owner assignment on the parent level and it will subsequently give the children the same owner assignment. 
• Using the creation criteria for headers is an effective way to have larger template cascade in rather than all at once. This will then prevent the need to make multiple templates for the same object.

Using a Trigger or a Flow

• We have a flow and a trigger that ships in our package for the Opportunity. Flows are generally the preferred method of automation for our playbook as they are easier to edit and manage.
• If in your Salesforce instance is congested with too many or if there's conflict , that is when we recommend using the trigger instead.

Action Plan or Visual Action Plan

• Action Plans are set to quickly view your list of actions to help drive your plan of success
• As the Gantt Chart is a visual tool, it is most effective when there is more room for the component to be viewed. 
• Placement of the component is often placed on a tab for easy navigation and cleanliness.

Gantt Chart Component

• Use the filter to show the milestones assigned to specific users or queues.

• Use the "Show Task List" button to add a list view of the headers along with the respective start and end dates.

For your Playbook and Action Plan Quickstart please see the below video