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Referencing Alternate Working Hours with Queues
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
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Preserving Specific Values when Merging
Learn best practices when merging duplicate records in your LeanData FlowBuilder graph from LeanData Head of Training, Kevin Au.
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[Workshop] Orchestrating the Right Response at the Right Time
How to drive faster time to close through speed to response optimization.
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[Workshop] Customer For Life Orchestration
How to operationalize customer onboarding, protection and growth.
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Load Balancing Accounts
You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.
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Grouping Related Leads with No Account Match
Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.