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Video
Prioritizing the Reporting Matched Account in Routing
Learn how to prioritize the account match stored in the reporting matched account field in LeanData from Head of Training, Kevin Au.
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Assign Multiple Owners with a Round Robin
Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.
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Skip LeanData Routing on Bulk Uploads
When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.
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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.
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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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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.
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Preventing Double Routing
As a new lead continues to interact with assets on your website, it may get updated multiple times shortly after it is created, leading to routing the record twice. Here is one way to go about preventing double routing.
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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.