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Q&A with Amar Doshi, CPO of LeanData
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Q&A with Amar Doshi: LeanData’s New Chief Product Officer

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Video Using 6sense With LeanData
Using 6sense With LeanData

Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.

Video Referencing Alternate Working Hours with Queues
Referencing Alternate Working Hours with Queues

Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.

Video Preserving Specific Values when Merging
Preserving Specific Values when Merging

Learn best practices when merging duplicate records in your LeanData FlowBuilder graph from LeanData Head of Training, Kevin Au.

Video [Workshop] Orchestrating the Right Response at the Right Time
[Workshop] Orchestrating the Right Response at the Right Time

How to drive faster time to close through speed to response optimization.

Video [Workshop] Customer For Life Orchestration
[Workshop] Customer For Life Orchestration

How to operationalize customer onboarding, protection and growth.

Video Load Balancing Accounts
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.

Video Grouping Related Leads with No Account Match
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.

Video Self-Service Audit Logs
Self-Service Audit Logs

Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.

Video Continuing Routing After a Merge
Continuing Routing After a Merge

Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.

Video Aligning Contacts with Account Owner
Aligning Contacts with Account Owner

As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.

Video Assigning Contact Roles
Assigning Contact Roles

Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.

Video Handling Enrichment
Handling Enrichment

There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.