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Video Setting Up a Data Table for Routing
Setting Up a Data Table for Routing

Do you have a visually cluttered graph? Learn how to set up a Data Table in LeanData to consolidate decisions and actions into a single node.

Video Referencing Entry Edges for Routing
Referencing Entry Edges for Routing

LeanData Head of Training Kevin Au teaches you how to store the entry edge of a record so that you can use it in a later routing decision.

Video Field-Specific Merging Preferences with Cloudingo
Field-Specific Merging Preferences with Cloudingo

Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder.

Video Prioritizing the Reporting Matched Account in Routing
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.

Video Assign Multiple Owners with a Round Robin
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.

Video Skip LeanData Routing on Bulk Uploads
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.

Video Looking for a Value in a Multi-Select Picklist
Looking for a Value in a Multi-Select Picklist

If you use multi-select picklists, you might want to use something like the “contains” operator to look for one of several different values in a field. Even though there isn’t a contains operator , here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.

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

Here is one way to create a nested round robin pool in LeanData.

Video Continuing Routing after Conversion
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.

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.