Routing & Platform
- One Time Routing: The One Time Routing Page has been redesigned, with accommodations for all objects in one page.
- Deployment History & Routing Insights: The Deployment History and Routing Insights pages have been combined into one feature. Now you will have access to all this routing data in one place.
- Match and Merge Duplicate Settings: New copy & design for the Match & Merge Settings.
- Concurrent Graph Editing: Allows you the ability to view a FlowBuilder graph in either read only or edit mode to reduce the number of instances in which graph changes are saved over.
- Create Account with Record Type: This option will allow you to select a Record Type of your choosing before the Account is created.
- Case Routing Slack Integration: Notify users via a Slack notification for assigned cases.
- Slack Email Address Reference: Allow a user to map any qualified Salesforce field containing an exact email match to a user's Slack email address.
- New Read Only Permission Set: Provides intermediate access to summary level pages such as audit logs, routing insights, and deployment history.
- Territory Management Upload Status: After uploading a new Territory Segment, you will now view the upload status of their segment. This status displays the upload progress and prevents you from accidentally uploading the same segment multiple times.
- Email Monitoring Alerts: Admins no longer have to check the LeanData App to see if the scheduler is not running. Admin email addresses can be added to receive proactive email alerts if the Scheduler is not running (under Admin > Settings).
- Backend Optimizations: CampaignView's backend has been optimized to allow for scalability
- Metrics dropdown Optimization: MT & FT Selections in the Ranking table of CampaignViews have been streamlined
- Adding hyperlinks to Top Opportunity
Buyer's Journey Improvements
- Nonweighted/Weighted Handling for Buyer’s Journey: If weighting is being leveraged within Attribution, users can now use their weighted values within the entirety of Buyer's Journey
- Print Currency ISO Codes: Currency Codes on the Buyer's Journey will be displayed correctly
- MT & FT Amount Optimization on Views: MT & FT Amounts within the View page Details have been streamlined
- Opp Analyzer Column Optimization
- Allowing Standard fields to Source for Field Mappings
- Removing Outdated Links from the Wizard: Links related to outdated campaign types, stages, etc have been removed from the Wizard