Playbook Settings

Some aspects of Accounting are controlled by custom settings. From Setup, click Develop | Custom Settings. You must be signed in with administrator permissions to perform these tasks. See the Salesforce Help for information on how to maintain custom settings.

Playbook Settings
Field Description Default Value
Bell Notifications If selected, enables bell notifications. Null
Chatter Notifications If selected, enables Chatter notifications. Null
Email Notifications If selected, enables email notifications. Null
Enable Task Approval Feature If selected, the Approvers tab and all the task approval related validations are visible on the Accounting playbook task and the Accounting playbook task template record pages. Selected
Notify Approvers of Approved Tasks If selected, approvers are notified about the tasks marked as Approved. Null
Notify Approvers of Done Tasks If selected, approvers are notified about the tasks marked as Done. Null
Notify Assignee of Approved Tasks If selected, assignees are notified about the tasks marked as Approved. Null
Notify Assignee of New Tasks If selected, assignees are notified about the new tasks created. Null
Playbook Process Scope Size Batch scope size of the Accounting Playbook Creation Process scope size. 0