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Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team
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Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team

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Updating Related Records

Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.
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A-B Testing in LeanData

Learn creative ways to test out different processes in your LeanData routing graph from LeanData's Head of Training, Kevin Au.
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Using 6sense With LeanData

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