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Video Triggering Routing on Directional Changes
Triggering Routing on Directional Changes

Sometimes you want to trigger a record to route depending on the prior value on a field, such as triggering on an increase in Lead score, but not a decrease. This will explore a way you can compare a field's new value with its prior value in determining when to trigger routing.

Video Nested Round Robin Pools
Nested Round Robin Pools

If you ever wanted to add a Round Robin Pool within a Round Robin Pool, here is one way you can approximate that in LeanData.

Video Continuing Routing after Conversion
Continuing Routing after Conversion

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.

Video Track Fields with Routing Metrics Mapping
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.

Video Appending Text to a Field
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.

Video Preventing Double Routing
Preventing Double Routing

Here is one way to prevent double routing.

Video Bypassing Validation Rules
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.

Video Using the Salesloft Node
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.

Video Selective Overwriting When Merging
Selective Overwriting When Merging

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.

Video Cross Object Operations in Router
Cross Object Operations in Router

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.

Video Update Pools with Conditional Membership
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.

Video Referencing Different Matches with Variables
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.