Indexing controls how the playbook content is grouped into segments in Data 360 (Data
Cloud). During risk analysis, Salesforce matches each contract section against the most relevant
segment. Use the index deployed by the data kit, or create a custom index.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Performance
editions.
User Permissions Needed
To configure Document Playbook indexing:
Document Playbook Designer
AND
Data Cloud Architect
On the Document Playbook Settings page, go to the Document Playbook Indexing section.
From Search Index, select the document playbook index deployed by the Document Playbook
Data Kit.
The Search Index list shows every hybrid search index in your org, including indexes
deployed for other Salesforce Contracts features such as Contract Search. If you're unsure
which index to select, check the deployment record in Data Kit Deployment History.
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