Router Documentation

This page provides you with overview and general information about LeanData's Router and how to configure it for your business needs.

User Guides

The following are guides to the various functions in LeanData Routing.

• Lead Router Guide - Provides an overview of the Lead Router and  information on building and deploying your own Lead Router Flow.
  
  
• Account Router Guide - Provides an overview of the Account Router and information on building and deploying your own Account Router Flow.
  
  
• Opportunity Router Guide - This guide will give you an overview of the Opportunity Router and provide you with information on building and deploying your own Opportunity Router Flow.
  
  
• Case Router Guide - This guide will give you an overview of the Case Router and provide you with information on building and deploying your own Case Router Flow.
  
  
• Contact Router Guide - This guide will give you an overview of the Case Router and provide you with information on building and deploying your own Contact Router Flow.
  
  
• Lead Routing Templates - This guide includes templates for common LeanData Lead routing configurations.
  
  
• Lead Routing Troubleshooting Guide - This guide can help you troubleshoot issues that may arise with LeanData Lead Router.
  
  
• Deployment History & Routing Insights Guide - This guide will help you use the tools LeanData provides for checking deployments and routing insights.
  
  
• Audit Logs Guide - This guide will provide information on how to use the Audit logs to track routing.
  
  
• Routing Scheduler - This guide will help you use Routing Scheduler to bulk process your Leads, Contacts, Accounts, and/or Opportunities.
  
  
• Hold Until Node - The Hold Until Node Guide gives you an overview of the Hold Until Node and Time-to-Action Tracker.
  
  
• Owner Mappings Guide - This guide will give you an overview of the Owner Mappings in LeanData.
  
  
• Account Teams Guide - This guide contains a high level overview of how you can reference a Salesforce Account Team within LeanData’s Routing products. 
  
  
• Merge Duplicates Guide - This guide will walk through LeanData Router Merge Duplicates features. 
  
  
• Routing Action Guide - This guide contains a high level overview of the LD Routing Action field and its corresponding values.
  
  
• Round Robin Overview - This guide will break down the functionality of using the Round Robin tool and how to properly create, manage, and make changes to Round Robin Pools.
  
  
• Round Robin Schedules, Capping, and People Guide - This guide gives you an overview of the advanced Round Robin features for Schedules, Capping, and people management. 
  
  
• Territory Management Overview - This guide provides an overview of the Territory management tools in LeanData.
  
  
• One-Time Routing API Implementation Guide - This guide provides an overview of implementing the One-Time Routing API.

Node Guides

The following guides detail the Nodes that are used to build a Router Graph. Click on the Node name to view the desired guide. Nodes are sorted into the following categories:

• Entry Nodes
• Decision Nodes
• Match Nodes
• Action Nodes

Entry Nodes

These guides will walk you through the use of entry nodes to initiate routing of your records (Leads, Accounts, Contacts, Opportunities, and Cases.

• New Entry Node Guide
• Updated Entry Node
• Campaign Member-Based Routing
• New Activity Trigger Node

Decision Nodes

• Branch Decision Node Guide  - This guide is an overview of the Branch node and includes the information needed to configure this node in Flowbuilder.
  
  
• True-False Decision Node Guide - This guide is an overview of the True/False Decision node and includes the information needed to configure this node in Flowbuilder.

 

Match Nodes

These guides will walk you through using Match nodes to match your routed object(like a lead) to another supported Salesforce Object. Match nodes use configurable Filters and Tiebreakers to match objects to other objects.

• Lead2Account Match Node Guide - Match routed Lead records to Accounts.
  
  
• Account2Opportunity Node Guide - Match Account records to Opportunities.
  
  
• Contact2Contact Node Guide - Match a routed Contact record to a related Contact record.
  
  
• Contact2Opportunity Node Guide - Match a Contact record to a Opportunity record.
  
  
• Duplicate (Dupe) Match Node Guide - Match a routed Lead to a duplicate Lead record.
  
  
• Duplicate Contact (DupeC) Node Guide - Match a routed Lead to as duplicate Contact record.
  
  
• Lead2Lead Node Guide - Match a routed Lead with other related Lead records.
  
  
• Lead2Opportunity (L2O) Node Guide - Match a routed Lead to an Opportunity.

 

Action Nodes

The Action Nodes are used to take action against the routed record like assigning an owner, converting a lead, creating an object, etc.

Route a Record to a User

• Assign Record Node Guide - This guide is an overview of the Assign Record node and includes the information needed to configure this node in FlowBuilder.  

• Route to Territory Node Guide - This guide details the use and setup of the Route to Territory node.
  
  
• Round Robin - This guide provides an overview of the Round Robin Node and includes the information needed to configure this node in Flowbuilder.

Route a Record to a User on a Matched Record

• Route to Matched Account - Route records to a user on the matched Account.
  
  
• Route to Matched Lead - Route records to a user on a matched Lead.
  
  
• Route to Matched Opportunity - Route records to a user on a matched Opportunity
  
  
• Route to Dupe Lead - Route records to a user on a duplicate Lead.
  
  
• Route to Dupe Contact - Route records to a user on a duplicate Contact.
  
  
• Route to Matched Activity - Route records to a user on a matched Activity.
  
  
• Route to Matched Campaign Member - Route records to a user on a matched Campaign Member.

Create a New Record

• Create Account Node Guide - This guide is an overview of the Create Account node and includes the information needed to configure this node in Flowbuilder.
  
  
• Create Opportunity Node Guide - This guide is an overview of the Create Opportunity node and includes the information needed to configure this node in Flowbuilder. 
  
  
• Create Task Node Guide - This guide is an overview of the Create Task node and includes the information needed to configure this node in Flowbuilder.
  

Merge/Convert Record

• Merge Dupe Contact - This guide is an overview of the Merge Dupe Contact node and includes the information needed to configure this node in Flowbuilder.
  
  
• Merge Dupe Lead - This guide is an overview of the Merge Dupe Lead node and includes the information needed to configure this node in Flowbuilder.
  
• Convert Lead Node Guide - This guide is an overview of the Convert Lead node and includes the information needed to configure this node in Flowbuilder.
  

Other Actions

• Update Record Node Guide - This guide is an overview of the Update Record node and includes the information needed to configure this node in FlowBuilder.
  
  
• Send Notification Node Guide - This guide is an overview of the Send Notification node and includes the information needed to configure this node in FlowBuilder.
  

 

To access all Router Help documents please click here:

https://leandatahelp.zendesk.com/hc/en-us/categories/360001426713