Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team
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Bypassing Validation Rules
As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.
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Using the Salesloft Node
Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.
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Selective Overwriting When Merging
When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.
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Cross Object Operations in Router
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
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Update Pools with Conditional Membership
Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.
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