Routing - Any Object Routing Setup Guide

Contents:

• Overview
• Prerequisites
• Object Eligibility
• Permissions
• Steps to Set Up
  • Contact LeanData to Enable Backend Setting
  • Create NEW Trigger Flow for Object
  • Create UPDATE Trigger Flow for Object

Note: the below guide describes the setup process for customers on who are on LeanData's managed package version 1.604 or above. If you are using an older version of LeanData, you can download the previous guide here.

Overview

Any Object Routing gives you the ability to use the FlowBuilder interface to create and manage routing logic for any standard or custom Salesforce objects.. This will ensure that the objects that are relevant to your organization's specific processes get assigned to the appropriate owner automatically & actioned accordingly. 

The following guide will walk you through the steps to get Any Object Routing enabled in your Salesforce instance.For a more comprehensive overview of the Routing features that are available in Any Object Routing, please refer to the Any Object Routing Overview.

Prerequisites

Object Eligibility

You can configure up to 5 objects for Any Object Routing. These objects must fall under one of the following categories:

• Any triggerable custom object in Salesforce
• Any triggerable, sObject type, standard object in Salesforce from API Version 47.0 or prior.

Note: Standard objects released on API Versions 48.0 onwards are not currently supported.

Permissions

Please ensure the LeanData Integration User has the proper permissions for each object you wish to configure with Any Object Routing

• Setup > Profiles > Your profile (ex: System Administrator)
• Object Settings
  • Select “Object Settings”
  • Create/Read/Edit for appropriate object permissions (should have All Access)

Whoever is setting up Any Object Routing will need to be able to create Salesforce Flows.

Steps to Set Up

1. Contact LeanData to Enable Backend Setting 

Once you have confirmed your objects are eligible for Any Object Routing, please contact LeanData Support to enable the proper backend setting for these objects.

2. Create NEW Trigger Flow for Object

• Navigate to Salesforce Setup > Flows > New Flow

• Select Record-Triggered Flow, then click Create

•  Configure the Flow Trigger with the following
  • Select Object: Select the Object for which you want to enable Any Object Routing
  • Trigger the Flow When:  A Record is Created
  • Set Entry Conditions - Condition Requirements: None
  • Optimize the Flow for: Actions and Related Records.

• Add an Action following your Trigger
  • Select the Action LeanData Routing New Trigger
  • Enter a Label and API name
  • Under Object for "Record Reference", select the Object for which you want to enable Any Object Routing
  • Under the Set Input Values for the Selected Action section, for Record Reference, select or input {!$Record}
  • Click Done.

• Save and Activate the Flow.

3. Create UPDATE Trigger Flow for Object

• Navigate to Salesforce Setup > Flows > New Flow

• Select Record-Triggered Flow, then click Create

•  Configure the Flow Trigger with the following
  • Select Object: Select the Object for which you want to enable Any Object Routing
  • Trigger the Flow When:  A Record is Updated
  • Set Entry Conditions - Condition Requirements: None
  • Optimize the Flow for: Actions and Related Records.

• Add an Action following your Trigger
  • Select the Action LeanData Routing Update Trigger
  • Enter a Label and API name
  • Under Object for "Record Reference", select the Object for which you want to enable Any Object Routing
  • Under Object for "Record Prior Reference", select the Object for which you want to enable Any Object Routing
  • Under the Set Input Values for the Selected Action section:
    • For Record Prior Reference, select or input {!$Record__Prior}
    • For Record Reference, select or input {!$Record}
  • Click Done.
    

• Save and Activate the Flow.

For additional assistance, please submit a ticket with LeanData Support.