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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

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 Account-Based Lead Routing With LeanData
Account-Based Lead Routing With LeanData

Account-based marketing and selling strategies are all about the account. Learn how LeanData’s best-in-class fuzzy matching algorithm matches leads to...

Video Desired Attributes When Hiring SDRs – Scaling Sales Development with Rob Simmons
Desired Attributes When Hiring SDRs – Scaling Sales Development with Rob Simmons

In this episode of Scaling Sales Development, Rob Simmons, Vice President of Sales at LeanData, shares the four individual characteristics...

Video LeanData Account-Based Routing
LeanData Account-Based Routing

See how you can implement your account-based strategies with LeanData in this short video.

Video Inbound Lead Routing With LeanData
Inbound Lead Routing With LeanData

Speed to lead, your lead response time, is critical in winning your Inbound customers. There are no consolation prizes for...

Video LeanData Routing
LeanData Routing

LeanData Routing helps sales, marketing and operations teams collaborate and easily build complex lead, contacts, and account distribution flows with...