In addition to exporting FlowBuilder graphs, it is possible to export Round Robin Pools, Product Settings, and Mappings.
To Export Your LeanData Settings:
- Log into the environment that you'd like export your settings from.
- From the LeanData App, navigate to Admin > Settings > General Tab
- In the Import / Export LeanData In-Product Settings section, click Export Settings.
- Then select the specific settings that you'd like to export:
- After finishing your selection, clicking the Export button at the bottom of the screen will initiate a download of a file that contains your settings.
To Import your LeanData settings:
- Log into the environment that you'd like import your settings into.
- From the LeanData App, navigate to Admin > Settings > General Tab
- In the Import / Export LeanData In-Product Settings section, click Import Settings.
- Select the settings file from your computer that you had previously exported from your other instance of SFDC/LeanData.
- Select the specific settings that you would like to import from the file.
- Click Import, and your settings will be applied to your destination instance.
Importing/Exporting Round Robin Settings
The importing/exporting settings have been updated to include more support for Round Robin Pools:
- Functionality to include Round Robin Pools of different object types:
- Leads
- Contacts
- Accounts
- Opportunities
- Caes
- Support for importing where a pool has the same object type and name. On import:
- The existing pool will be overwritten with the imported data
- A screen will display the pools that will be overwritten
- The number of inactive users before the import (after the data is uploaded)
- The overwritten pools will use the same Object ID so all graphs will reference the imported pool so graphs will not need to be migrated.
Questions? Contact LeanData Support