Squivr Playbook & Action Plans
- Squivr Playbook & Action Plans - Initial Implementation Guide
- Playbook
- Action Plan Component
- Gantt Chart Component
- Timeline Component
- Milestone Template Creation
- Milestone Template Selection Criteria
- Recurring Milestone Templates
- Milestone Header Creation
- Milestone Header Selection Criteria
- Milestone Creation
- Dynamic Owner Assignment
- Dynamic Contact Assignment
- Initiating Milestone Creation Using an Apex Trigger
- Initiating Milestone Creation Using Salesforce Flow
- Triggering Milestone Creation on a Salesforce Object
- Filter Playbook Activities by Owner