Exportable Routing Insights Follow
Exportable Routing Insights
Export the Routing Insights Metric Details for each node into a CSV. Additionally, directly access the audit log for any record, through Metric Details, and view the path of that Lead in the deployment.
Use Cases:
- Previously, a Salesforce Validation Error prevented LeanData from updating thousands of Leads. Now, admins can fix the issue, export the failed Leads into a CSV, and update them through a Scheduled One Time Routing job.
- Export a node’s Metric Details to report on the Pre-Owner / Post-Owner of Leads. These Metric Details can then be shown to users without LeanData access.
Learn more in our Deployment History & Routing Insights Guide:
https://leandatahelp.zendesk.com/hc/en-us/articles/360020075914