Create a custom button to open Skillibrium playbooks in Salesforce

Applies to: 

1. Salesforce System Administrators

To eliminate the need for manual lookups and navigation between systems, Salesforce system administrators can create custom buttons within Salesforce that link directly to the corresponding opportunity page in Skillibrium. When a user clicks the custom button on a Salesforce opportunity, the corresponding Skillibrium opportunity playbook opens instantly.

For the redirection to work seamlessly, users must be logged in to Skillibrium in their browser.

Follow the steps below to create a custom button in Salesforce:

1. Create and configure a new button.
   
1. Go to the Setup page on Salesforce. 
   
   
   
   
2. Navigate to the Object Manager tab.
   
   
   
   
3. Select Opportunity.
   
   
   
   
4. On the left panel, click Button, Links, and Actions.
   
   
   
   
5. Click the New Button or Link tab.
   
   
   
   
6. Configure your custom button, add the appropriate link and click Save. (example link: https://app.skillibrium.com/Execute/Opportunity?In_SalesForceOpportunityId={!CASESAFEID(Opportunity.Id)}&In_TabNumber=1) *
   
   
   
   
2. Add the custom button to the appropriate opportunity page layout.
   
1. On the left panel, click Page layouts. 
   
   
   
   
2. Select Mobile & Lightning Actions .
   
   
   
   
3. Drag the new button to the Sales Mobile and Lightning Experience Actions area.
   
   
   
   
4. Click Save.
   
   
   
   
3. Access the opportunity playbook in Skillibrium using the new button
   
1. Navigate to the Sales page in Salesforce and click the Opportunities tab.
   
   
   
   
2. Select an opportunity.
   
    
   
   
3. The new Sales Playbook button will appear on the top right corner along with the other tabs. 
   
   
   
   

When users open any opportunity in Salesforce and click the custom button, it will open the associated opportunity playbook in Skillibrium or prompt them to add a new sales playbook if one does not exist. However, users must be logged into Skillibrium prior to accessing the opportunity playbook. 

*You can modify the URL of an opportunity playbook in Skillibrium to open by default any of the opportunity tabs like Client Book, Content, or Details. Simply change the tab number value in the URL to it's corresponding opportunity tab as shown in the table below. 

1. https://app.skillibrium.com/Execute/Opportunity?In_SalesForceOpportunityId={!CASESAFEID(Opportunity.Id)}&In_TabNumber=1) 

Tab Number	Opportunity Tab
1	Sales Process
2	Client Book
3	Content
4	Details

• Related Articles

• Create an opportunity playbook template

  Applicable Roles: Administrators Skillibrium Execute provides customizable sales process playbook templates that can be used to enrich opportunities. Only Skillibrium administrators can set up opportunity playbooks templates within Skillibrium. ...

• Create opportunities

  Applicable Roles All Opportunities in Skillibrium are used to manage potential deals. Opportunities are linked to accounts. You can integrate opportunity records from solutions like Hubspot or Salesforce. Or you can create opportunities local to ...

• Create an non-integrated account

  Accounts represent businesses you are selling to or have sold to in the past. Account records in Skillibrium provide a place to store information about customers or individuals you do business with. Your accounts may come from an integrated CRM ...

• Manage opportunity playbooks

  Applicable Roles: Administrators Skillibrium admins can manage the opportunity playbook templates created within the platform. Admins can update an opportunity playbook with new information or content, duplicate it, delete or archive it, and add ...

• View all opportunities in Skillibrium

  Applicable Roles All Deals can take time to progress through the sales process; a user may have many active opportunities at a time. Skillibrium lets you view all your opportunities in one easy-to-read table view, allowing you to sort, filter, and ...