Video
Looking for a Value in a Multi-Select Picklist
Here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.
Video
Triggering Routing on Directional Changes
Explore a way you can compare a field's new value with its prior value in determining when to trigger routing.
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Nested Round Robin Pools
Here is one way to create a nested round robin pool in LeanData.
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Continuing Routing after Conversion
Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.
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Track Fields with Routing Metrics Mapping
Tracking the history of certain fields is incredibly useful for troubleshooting, but there are limits to how many fields you can track in Salesforce. Here is how to set up Routing Metrics Mapping to track fields in your LeanData Logs.
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Appending Text to a Field
You may know that LeanData can update fields, but sometimes you may need to append additional text to a field instead of replacing it entirely. Here is how to do that in LeanData Router.