Mobile View

When using your mobile browser, you can easily navigate to specific pages, subpages, and sections via selecting the specific page or section you want to view:[/av_two_third] [av_one_third]

SFDC Permission Group & Hierarchy Mapping

Those integrated with Salesforce and using Permission Groups can have Custom Fields mapped over from SFDC to vPlaybook that places the end user in the correct Permission Group. For instance, if the user has “Manager” in their “title” field, then they automatically get the “Coaching & Leadership Playbooks” Permission Group.
Those integrated with Salesforce and using the Manager-Rep Hierarchy can also have the Manager Email field mapped over, if present in SFDC.

If you’d like to learn more about any of these new features please don’t hesitate to reach out to [email protected].