Salesforce is where Sales lives and breathes! You can now access Playbooks right in Salesforce...here's how you connect!
KIITE INSTALLATION (To be performed by Salesforce Admin)
Install takes 20 seconds
- Have your Salesforce admin click here: https://kiite.ai/salesforce/install
- Click install
*Note: Ensure that you give permission to the appropriate Profiles to access Kiite.
SALES REP INSTALL (To be performed by each individual user)
Individual installation takes 20 seconds
Step by Step:
- Click on the edit icon on the far right
2) Click on Add More items > all > search for Playbooks and click "Add New Items"
3) Drag the Playbooks item to your desired tab priority and hit Save
4) You should see a Playbooks tab in your Salesforce to log into Kiite!