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All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

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 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.

Video Updating Related Records
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.

Video A-B Testing in LeanData
A-B Testing in LeanData

If you would like to test out different processes and measure the effectiveness of each, here is a creative way you can use Round Robins to distribute records down different paths.

Video Using 6sense With LeanData
Using 6sense With LeanData

For those who use both 6sense and LeanData, combining the intent data you get from 6sense with the automation you can configure with LeanData will allow you to create processes.

Video Referencing Alternate Working Hours with Queues
Referencing Alternate Working Hours with Queues

Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.

Video Preserving Specific Values when Merging
Preserving Specific Values when Merging

When merging duplicate records, you might typically prefer values from the newer record. Here is one way you can ensure those values are preserved on the master record.

Video Load Balancing Accounts
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.

Video Grouping Related Leads with No Account Match
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.