Contents:
- Overview
- Use Cases
- Inserting Values into Created Opportunity Names
- Inserting Values into Created Task Subjects
- Inserting Values in Other Field Updates
- Grouping Leads without a Salesforce Account
Overview
Between all of your different objects it can become tedious to manually fill in the same information across objects. By using the Insert function within many different nodes, LeanData can update the routed record with information found from a related record.
Use Cases
Inserting Values into Created Opportunity Names
When using a Create Opportunity Node, you can customize the New Opportunity name by inserting fields from the Matched Account, other records matched earlier in the graph, or from the routed record itself.
Next to the Opportunity Name Field, simply click the Insert button → click Variables → select which object you’d like to reference → then select the field from which you’d like to insert your custom value.
Example: Christine is the LeanData administrator for Lighthouse Development. She would like to configure LeanData to create a new Opportunity if a new Lead matches an Account without an Opportunity, but she would like the new Opportunity to be named with the Account Name and the product interest from the Lead. Within the Create Opportunity Node, Christine uses the Insert button to dynamically insert both the Account Name and the Lead’s product Interest into the name of the Opportunities that LeanData would create.
Inserting Values into Created Task Subjects
When using a Create Task Node, you can customize the New Task’s Subject by inserting fields from a record matched earlier in the flow, a record created earlier in the flow, or from the routed record itself.
Next to the Task Subject Field, simply click the Insert button → click Variables → select which object you’d like to reference → then select the field from which you’d like to insert your custom value.
Example: Marshall is the LeanData administrator for OpenLane Software. He would like to configure LeanData to create a Task for the new Owner of a Lead, for them to follow up with a phone call. He’d like the Task’s Subject to include the Lead’s Name and Mobile Phone Number. Marshall sets up a Create Task Node and uses the Insert Button to dynamically insert both the Lead’s Name and Mobile Phone Number into the new Task’s Subject.
Inserting Values in Other Field Updates
When using the Update Record Node to update a field on the routed record, you can customize the value you would like to use by inserting fields from a record matched earlier in the graph, a record created earlier in the graph, a previously defined Variable, or from the routed record itself.
After selecting which field you would would like to update on the routed record, next to the New Value box, simply click the Insert button → click Variables → select which object you’d like to reference → then select the field from which you’d like to insert your custom value.
Example: Jay is the LeanData administrator for DynaCore Logic. He would like to configure LeanData to update the Description field on a Lead to indicate the Account Name and Account Owner that LeanData routed the Lead to. Jay sets up an Update Lead Node and uses the Insert Button to dynamically insert both the Matched Account Owner’s Name and the Matched Account name into the routed Lead’s Description field.
Grouping Leads without a Salesforce Account
One of the ways to leverage this ability to stamp values from matched records onto your records is to utilize a Related Lead Match Node (L2L) and an Update Lead node to stamp a field with a company name value on all Leads that match to one another, but have no matched Account. You can then run Lead reports grouped by this field to identify potential Accounts