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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Activate guided onboarding in Playbook content items

Activate guided onboarding in playbook content items and verify that the new content item launches the playbook record generator that is associated with it.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Playbook Experience > Playbook Content Items.

  2. Select New Guided Onboarding Request.

  3. Select Edit.

  4. Select the Active check box.

  5. Select Update.