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Video
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.
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Preventing Double Routing
As a new lead continues to interact with assets on your website, it may get updated multiple times shortly after it is created, leading to routing the record twice. Here is one way to go about preventing double routing.
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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.
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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.
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Selective Overwriting When Merging
When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.
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Cross Object Operations in Router
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
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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.
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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.
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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.
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A-B Testing in LeanData
Learn creative ways to test out different processes in your LeanData routing graph from LeanData's Head of Training, Kevin Au.
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Using 6sense With LeanData
Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.
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Referencing Alternate Working Hours with Queues
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.