5 Reasons Ops Teams Upgrade from Salesforce Flows to LeanData
LEARN MORE
Resource Center
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Salesforce
Video
Referencing a Prior Value in Routing
Need a way to remember and reference what a value was before LeanData updated it? Learn how to reference pre-routing values in notifications.
Video
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
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
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
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
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
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
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
Explore a way you can compare a field's new value with its prior value in determining when to trigger routing.
Video
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
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.