- Managing Owner Mappings
- Accessing LeanData Owner Mappings
- Adding New Owner Mapping Sets
- Deleting Owner Mapping Sets
- Adding and Deleting Individual Owner Mappings
- Selecting and Editing Owner Mappings
- Using the Owner Mapping Setup Wizard
- Routing via Owner Mappings in FlowBuilder
The following guide will walk through how to set up the Owner Mappings feature in LeanData Router.
LeanData Owner Mappings provide the ability to route records to an owner that is mapped to the Account Owner. This is typically used by organizations where SDRs / BDRs perform the initial lead qualification prior to Account Executive engagement. LeanData Owner Mappings will allow you to assign a Lead that matches an Account owned by an Account Executive to the Account Executive’s associated SDR / BDR.
Owner Mapping functionality includes:
- Full control available within Salesforce
- Assign SDRs / BDRs to leads that match to accounts owned by their respective Account Executive
Managing Owner Mappings
Accessing LeanData Owner Mappings
Perform the following steps to set up your Owner Mappings:
Go to the LeanData Dashboard → Routing → Leads → Advanced Settings → Owner Mappings. (You can also access Owner Mappings the same way for other objects as well).
Adding New Owner Mapping Sets
Click “Add New” to Create a New Owner Mapping Set.
Name the Owner Mapping Set and it will then appear in the dropdown menu.
Deleting Owner Mapping Sets
To delete an Owner Mapping Set, select the Owner Mapping Set you wish to delete from the dropdown, then hit the Delete button and confirm you want to delete this Owner Mapping Set.
Adding and Deleting Individual Owner Mappings
- Existing Owner: Existing matched account owner (generally an Account Executive)
- New Owner: The user you would like to receive the record being routed (usually the SDR / BDR for that Account Executive)
Enter the existing owner in the search bar and select the owner.
Enter the new owner in the search bar and select the owner you want to assign the lead to.
Once the owners are entered, click the Add button to create the New Owner Mapping Assignment.
Click the Save Button at the bottom of the page.
Note: You cannot map a specific Existing Owner to multiple New Owners. You can, however, map a particular New Owner to multiple Existing Owners.
To add a Description, simply type in the Description box and hit the Save button next to the box to save the new description.
Selecting and Editing Owner Mappings
To edit Owner Mappings, click the edit button to the right of the owners. Also, owner mappings can be deleted and new ones can be added.
Using the Owner Mapping Setup Wizard
If you have a large number of Owner Mappings to create or update, you can use the Setup Wizard to help create/edit the mappings in bulk. The Setup Wizard allows you to upload a CSV (Comma Separated Value) of the Salesforce IDs of the Existing and New Owners. LeanData can use the CSV file to Update or Overwrite the Owner Mappings.
Click on the Setup Wizard button in the upper right corner of the Owner Mappings page.
Click the Select File button to choose the CSV file to upload.
There is a Sample Template you can use to create your CSV. The CSV has 2 columns: Existing Owner ID and New Owner ID. Fill the columns with the Salesforce IDs of the users to be set as the Existing Owner and New Owner. Use 1 row for each mapping.
After uploading your CSV, you will see the options in Step 2 are now available. Select the desired option: Update Owner Mappings or Overwrite Owner Mappings.
Select the Owner Map to upload to, from the pull-down menu. Click Process to start the upload. You will be asked to confirm your action in a pop-up.
You can then check the main page to view your Owner Mappings.
Routing via Owner Mappings in FlowBuilder
To assign leads based on an Owner Mapping, use the Match To Account Node.
Under Lead Ownership, choose the Owner Mapping option. From the dropdown menu, select the Owner Mapping Assignment you want applied to the node.
Once the Owner Mapping Assignment is selected, records that reach this node will be assigned to the User who is Mapped to the Owner of the Matched Account according to the selected Owner Mapping Assignment.
If the owner of the Matched Account is not specified as an Owner in the Owner Mapping Assignment you have referenced, your record will follow the "No Mapping Found" edge under the Advanced Settings section of the node.