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Video
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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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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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.
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Grouping Related Leads with No Account Match
Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
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Self-Service Audit Logs
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
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Continuing Routing After a Merge
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
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Aligning Contacts with Account Owner
As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.