Scout Playbook · The Prescription

Your Step-by-Step Salesforce Fix.

Phase-by-phase implementation instructions built from your specific Salesforce project. Click-level detail your team can follow — or hand off to a specialist.

Start Scout + Playbook — $199

Or add Playbook for $149 after completing a Scout session.

What's Inside

Everything You Need to Execute.

Step-by-step Salesforce implementation instructions specific to your org, your products, and your problem.

Phase-by-Phase Steps

Your project broken into 2–5 phases, each completable in a single work session. Every step is one action with exact Salesforce navigation paths.

Validation Checkpoints

After each phase: what to test, which users to test with, and what the expected behavior should be. Don't proceed until it passes.

Pre-Implementation Checklist

What to do before touching anything — sandbox creation, data backup, stakeholder sign-off, current state documentation.

Rollback Plan

Per-phase undo instructions. If something breaks, you know exactly how to revert without calling for help.

Deployment Steps

How to move from sandbox to production — change set contents, deployment sequence, post-go-live verification.

Escalation Triggers

Honest assessment of when to stop and hire a specialist. If your project needs Apex or governor limit tuning, the Playbook tells you.

Maintenance Notes

What to watch for going forward — future Salesforce releases that could break your config, what to monitor, when to revisit.

Force Brief

If you need a specialist, this section is the project spec. One click converts your Playbook into a gig posting with deliverables and skills pre-filled.

What a Playbook Looks Like

Real structure. Real detail. Tailored to your project.

Sample
Scout Playbook
Sales Cloud Lead Routing Automation
Standard complexity · ~12 hours estimated · 3 phases
Pre-Implementation Checklist
Create a full sandbox copy of production
Document current lead assignment rules
Identify stakeholders for UAT sign-off
Back up existing Flow configurations
1
Configure Lead Assignment Rules
4 steps · ~3 hours
Step 1: Navigate to Setup → Lead Assignment Rules → New Rule
Name it "Regional Round Robin" and set as active.
Step 2: Create rule entries for each sales region
Field: Lead.State — map West Coast states to Team A, East Coast to Team B.
Step 3: Build a Record-Triggered Flow for lead creation
Trigger: After Insert on Lead. Action: Assign using the rule from Step 1.
Step 4: Configure email notifications for new assignments
Add an Email Alert action to the Flow — notify the assigned owner immediately.
✓ Validation Checkpoint
Create a test lead with State = "California." Verify it routes to Team A within 60 seconds. Check that the email notification arrives. If it doesn't route correctly, review the rule entry criteria before proceeding.
2
Build Round-Robin Distribution Logic
5 steps · ~5 hours
▸
3
Deploy to Production & Verify
3 steps · ~4 hours
▸
⚠ Escalation Trigger
If your round-robin requires Apex trigger logic (e.g., custom weighted distribution), this exceeds declarative configuration. Consider hiring a Force with Platform Developer certification.
Force Brief
Need a specialist? This section converts your Playbook into a gig posting with deliverables and required skills pre-filled.
Convert to Gig

How to Get Your Playbook

Two paths. Same result.

Best Value

Scout + Playbook Bundle

$199
1
Start a Scout session
2
AI interviews you about your Salesforce problem
3
Scout Report + Playbook generate together
4
One session. Both deliverables.

Most teams choose this.

Start Scout + Playbook

Already ran Scout?

$149
1
Open your completed Scout Report
2
Click "Add Playbook"
3
Playbook generates from your existing session data

Available within 30 days of your Scout session.

View My Scout Reports
The Salesforce Execution Pipeline

Diagnosis → Prescription → Surgery

Scout

The Diagnosis

AI maps your problem. Budget, timeline, complexity, hiring questions.

$79
Learn more

Playbook

The Prescription

Step-by-step fix. Phases, checkpoints, rollback, deployment.

$149
You're here

Hire a Force

The Surgery

Milestone-protected execution by a verified Salesforce specialist.

$500–$50K+
Learn more

Frequently Asked Questions

Can I buy a Playbook without running Scout?
Not currently. The Playbook's quality depends on the structured data Scout collects about your specific project. A generic description produces generic steps — Scout ensures every phase is tailored to your org, your problem, and your timeline.
What if my team can execute the Playbook themselves?
That's exactly what it's designed for. The Playbook includes click-level detail, validation checkpoints, and rollback plans. If your team has an admin who can follow instructions, you may not need to hire anyone.
What if we need a specialist for part of it?
The Playbook includes escalation triggers — honest flags where the steps require Apex development, governor limit tuning, or domain expertise. The Force Brief section converts your Playbook into a gig posting with one click.
How long does it take to generate?
About 15 seconds after your Scout session completes. Bundle buyers get both the Scout Report and Playbook together.
Can I regenerate my Playbook?
If you're not satisfied, you can submit a recovery request. Our team reviews it, fixes the prompt if needed, and regenerates. No refunds — recoveries instead.
How long do I have to add a Playbook after Scout?
You have 30 days from your Scout session completion to add a Playbook as an add-on for $149. After 30 days, the session context is considered stale — you'd need a new Scout session.

Ready for the step-by-step fix?

Scout + Playbook. $199. Most teams start here.

Start Scout + Playbook — $199

Or add Playbook for $149 after completing a Scout session.