What's New in LeanData Follow
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Q2 - 2021
We continue 2021 with a new tools in our Router,
- Multi-Graph Routing - With LeanData Multi-Graph, you can now assign unique process flows, Round Robin Pools, and Territories to separate business units, however you choose to define them. Each business unit can also independently manage those features, without impacting other teams. This reduces the workload on your Admin team by enabling business users with a self-service model and simplifying the business logic in each of your graphs.
- Hold Until - LeanData can now hold records midway through your process until specified conditions are met or a defined time-limit expires. Once each record passing this node meets the conditions or the time limit expires, LeanData will direct the record to the next node in its path.
- Time-to-Response Reporting - Easily measure the time it takes for specific actions to take place within your process. The Hold Until node, mentioned above, includes Time-to-Action tracking capability that you can report on from directly within Salesforce.
- Log Mapping & Metrics - At the time of routing a record, you can now stamp the record’s field values onto the Log object. This enables you to determine how long records held specific values, such as Lead Status or Opportunity Status.
- Audit Log Revamp - You can now find specific entries more easily by searching the log by Territory Segment, Pool, New Owner Name, and/or Previous Owner Name. You can then copy a shareable link of your search results to send to a colleague, or copy and share a link to the entire log.
- Auto-Unlock Graphs - In an earlier release, LeanData added functionality to protect graphs from concurrent editing, so that you could prevent unexpected overwrites. Now, LeanData will unlock the graph for others to edit after 2 hours of inactivity.
- Tagging Audit Logs - The Tagging Audit Logs enables you to identify any records with tagging failures and review logic used to determine the best matched Account for Tagging.
- List Analyzer - Analyze lists for matches more easily by adding users’ names directly to the CSV output.
- LeanData Job Status - You can now view the LeanData Job Status while you are working in the app! LeanData will continually display the status of the current job at the top of the left sidebar.
Q1 - 2021
We start off 2021 with a new Alert, One Time Tagging with a CSV, and a new One Time Routing Process.
- Routing Delay Alerts - You can now notify specific users when any routing delays exceed one hour. These new alerts enable you to quickly identify when backlogs occur so that you can proactively address delays and adjust the related graphs.
- One-Time Routing with SOQL - You can now initiate a One-Time Routing job with SOQL, which both eliminates the need to create a CSV and increases the number of records that can be processed with this method of routing.
- One-Time Tagging with CSV - You can Tag leads far more easily by uploading a CSV file for One-time Tagging, rather than writing SOQL conditions.
- Remove Users from all RR Pools - Quickly adjust Round Robin pools that need to have multiple users removed. This saves you a significant amount of time when making regular updates to Round Robin pools due to users leaving the organization or switching roles.
- Unused Fields in LeanData - Let’s help you clean up your Salesforce instance! Many fields are no longer needed or used by the LeanData package and you can now manually remove them to reduce your field usage without negatively affecting your LeanData deployment. If you are using these fields for processes other than LeanData you should confirm that it is ok to remove these fields.
Q4 - 2020
Our latest release brings you a new tool for routing records based on Campaign Member-Based Routing.
- Campaign Member-Based Routing - Within Flowbuilder, you can initiate Lead or Contact Routing when Campaign Members meet specified conditions. A lead or contact can be routed based upon their most engaged Campaign response, opening the door for more intelligent and contextual routing.
- Additional Features - The additional features are detailed in our release notes.
Q3 - 2020
LeanData's latest release brings you several enhancements to Flowbuilder and Round Robin Pools.
- Performance Optimizations - Prioritize CCIOs by object trigger type and node edge to arrange the order in which records are updated and routed.
- Round Robin Data Self Service - LeanData provides an out-of-the-box dashboard for measuring Round Robin distribution across graph deployments. This guide will overview this visualization, walking you through the data collected and how each component may be used to monitor Round Robin distribution.
- Time-Based Working Hours - LeanData offers an out-of-the-box time-based option to assist with SLAs and re-assignment, with the ability to reference the owner’s working hours to ensure high-velocity outreach.
- Search for Users in Territory Segments -Search for reps across all Territory Segments or within a Territory Segment. After organizational shifts, search for Reps and re-assign their Territories to other Reps efficiently.
- Enhanced Field Support for Opportunity Freeze - Opportunity Freeze can now support Date Literal fields and Formula Fields.
Q2 - 2020
LeanData's latest release brings you several enhancements to Flowbuilder and Round Robin Pools.
- Related Activity Match Node / Route to Related Activity Node - LeanData can now match routed objects to a Related Activity and route an object to that related activity's owner.
- Add Users to Multiple Round Robin Pools - Instead of adding Users to Round Robin Pools one at a time, You can now add multiple Users to multiple Round Robin Pools at once and adjust their weighting and order in the Pools as necessary.
- Record Assigned to Active Pool Member - You can now maintain the assignment of a record with an option to not re-route if the record is already owned by an active Pool member.
- Route to Duplicate Lead / Contact - After finding a duplicate Lead or Contact, LeanData can now assign the incoming record to the owner of the duplicate record and notify them, instead of completely merging the duplicate records together.
- Pause User for Defined Time Period - Pause Round Robin Users for 30, 60, or 90 minutes at a time.
- Any Object Round Robin Routing API - Utilize the Round Robin API to route any standard or custom object in Salesforce. With the Round Robin API, customers can now accelerate the response times for any (standard or custom) object and leverage LeanData’s Round Robin functionalities such as weighting and capping.
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Opportunity Analyzer / Custom Attribution Models - Opportunity Analyzer and Custom Attribution Models have been unlocked for all Attribution customers! With Opportunity Analyzer, understand why your Marketing Touches were created and why some campaign member activities were excluded. Using Custom Attribution Models, create your own attribution models with custom weighting and distribution, enabling greater flexibility in calculating the data relevant to your business.
Q1 - 2020
LeanData's first release of 2020 includes multiple new features to increase the ease of use in Leandata and accelerate your productivity.
- Relative Date and Merge Field Comparison - Relative Date and Merge Field Comparison gives you the tools to compare 2 fields (of compatible field types) to each other and route the records based on the results of the comparison.
- New People Enhancements - We have added more filtering options, more viewing options for a user, the ability to set user schedules before adding them to a pool, and the ability to pause Round Robin routing.
- Relative Date Stamping - Stamp the time of handoffs on the Lead and any other LeanData supported object with FlowBuilder for reporting and tracking.
- Importing-Exporting Round Robin Pools and Territories - Now, as you develop Round Robin Pools and Territories in Sandbox and move them to Production, you can select which Pools-Territories to include, and avoid importing other Pools with unintended changes.
- Exportable Routing Insights - Export the Routing Insights for each node into a CSV, directly access the audit log for any record, and view the path of that Lead in the deployment.
- Attribution -Now you can reduce your Attribution run times by excluding Opportunities that do not need to be recalculated.