Migration Article #1

Hi JAM,

Today while working on one of the customer request, I found that you can apply a playbook to a CTA by a rule(if not applied).

Based on the identifiers used in the CTA action, CTAs are up-serted (Type and Reason are default identifiers). If there is an existing CTA that matches the identifiers, then it is updated.

While updating:

• Priority is updated if the new Priority is higher than the existing CTA's priority.
• Chatter/Comments are updated based on the "Post update to chatter and/or comments" flag.
• If existing CTA does not have a playbook and the new CTA has a playbook, then the playbook will be applied. 

I used the above trick and made the CTA name as identifier along with (Type and Reason as default identifier) and playbook got applied.

Here is a demo I did- https://share.vidyard.com/watch/1L5WWEnHPoMLKbVnRHC2r9