Blog
LeanData’s Q2 2026 Release: Smarter Routing, Unified Audit Logs, and BookIt MCP
LeanData's Q2 2026 release gives revenue operations teams unified audit logs, Best-Fit Assignment, SLA enhancements, multi-hierarchy support, and BookIt MCP.
Blog
Parent-Child Accounts in Salesforce: What Works, What Doesn’t, and What to Do About It
Salesforce gives you a Parent Account field and calls it a hierarchy. Here's what that actually means for enterprise teams managing hundreds of accounts across multiple levels, and why so many Ops teams end up building workarounds to fill the gaps.
Blog
Account Hierarchies for B2B Teams
Account hierarchies map the parent-child relationships between corporate entities in your CRM. Here is how to build, maintain, and use them in B2B sales.
Blog
LeanData’s Q1 2026 Release: AI, Account Hierarchies, & Agentic Scheduling
LeanData's Q1 2026 release gives revenue teams new ways to orchestrate across complex account families, embed AI directly into routing workflows, and let AI agents handle scheduling, all inside Salesforce.