The 2026 State of AI Go-to-Market Readiness Report
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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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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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Referencing Different Matches with Variables
Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.
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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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