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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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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.
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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.
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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.
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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.