What are CCIOs?
CCIOs, or Continuous Clean Insert Objects, are LeanData’s unit of work for processing records. Since LeanData operates natively within Salesforce, CCIOs can be used to prioritize records for processing. Learn more about CCIO jobs, Triggers, and Nodes.
Prioritize CCIOs by object trigger type and node edge to arrange the order in which records are updated and routed. In doing so, further streamline record management and assignment procedures, ensuring the most time sensitive records are actioned first.
CCIO Priority Map
Upgrade to version 1.525+
|Prioritize CCIOs by object trigger type for the next processing batch||Prioritize objects by trigger type, such as “Accounts inserted” or “Leads Updated”|
CCIO Edge Priority Map
Coming Soon - ETA Aug’20
|Prioritize CCIOs by specific node edge for the next processing batch||Prioritize records that meet specific high priority trigger node edges|
Matching & Routing
What is Matching & Routing?
- Matching is used to connect Lead, Contact, Account, Opportunity, and Case Objects to other Objects (i.e. matching Leads to an Account). In doing so, a rep can gain a complete view of existing relationships, points of contact, and other relevant buyer information.
- Routing is used to direct these Objects (i.e. a Lead) to the right individual such that the probability of progression through the sales pipeline is maximized.
When an end of flow action that causes a field update, LeanData will no longer cause a new CCIO to be created. So if "Lead Owner" is updated based on a graph's logic, the updated record would no longer create a new CCIO. This new method is more efficient and will lead to better processing times.
Faster process records and the configuration of routing flows resulting in greater record processing ability and increased speed.
|Feature||Value||Use Case||Steps to Enable|
Recursive Routing Prevention
Coming Soon- ETA Aug’20.
|Prevent LeanData updates from automatically generating CCIOs||Generate additional bandwidth to process more records||
Please reach out to your LeanData representative or support to have this enabled.