How Do I Download Fields in Tagging and Routing

You can download and share the list of all fields used within LeanData Tagging and Routing to provide more visibility into your Matching and Routing dependencies. This visibility can help you accelerate LeanData implementations, migrations, and updates within Salesforce, and help you prevent changes in Salesforce from impacting your GTM processes. Additionally, you can easily coordinate updates in LeanData with your Salesforce Admin, IT, and other cross-functional teams.

This new feature is available on the Admin > Settings page for deployed graphs, and via the File menu on the Flowbuilder graph.

Use Cases

• When you place an “Update” node in your graph, the Integration User will require Edit access for the fields that get updated in the node. You can use the “Download List of Fields” feature to confirm that “Read/Write” access is required, and then provide this list to your SFDC admin. This will help them quickly check and update the existing permissions for the Integration User, prior to you deploying the graph, and prevent routing and processing interruptions.
• When migrating Tagging or Routing from your Sandbox to Production, first download the list of fields and provide them to your SFDC Admin. Your admin can then quickly determine fields and level of access the Integration User will need to ensure Tagging and Routing in your Production environment will function as planned.

Easily coordinate updates in LeanData with your Salesforce Admin, IT, and other cross-functional teams.