Activate guided onboarding in Playbook content items

task brazil Updated Sep 10, 2026 1 min read activate-guided-onboarding-in-playbook-content-items.md
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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.

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