Real-Time Routing uses the access of the user (editing or creating the record) to update the record for routing. If this user not have permission to edit Owner / User fields, LeanData will still attempt to route in real-time then fall back to CCIO batch processing with the LeanData Integration User’s access.
To disable Real-Time Routing (as in LeanData will not attempt Real-Time Routing) either at a User level, Profile, Level or at an Org level, follow the steps below.
Steps to Disable Real-Time Routing
In order to disable Real-Time Routing, you will need to create Trigger Settings and then assign them - either at a User level, Profile level, or an Org Level. If Users have more than one level of Trigger Settings applied to them, the most fine-grained level of settings will be respected. If a User does not have a setting applied to them, you can assume that it is enabled for that User.
|
|
User-Level |
Profile-Level |
Org-Level |
Outcome |
|
User A |
Enabled |
Disabled |
Disabled |
Enabled |
|
User B |
None |
Disabled |
Enabled |
Disabled |
|
User C |
None |
None |
Disabled |
Disabled |
|
User D |
None |
None |
None |
Enabled |
- Navigate to Salesforce Setup → Custom Settings → Real-Time Routing Setting → Manage
- To turn on and off Real-Time Routing at the Profile or User level click the New Button by the individual User / Profile settings lower on the page
The New Button at the top is for org-level settings which can be controlled by the UI in LeanData’s Admin > Advanced > Real-Time Routing settings page. When you enable Real-Time Routing for an object in LeanData, you should see it active/available here.
- On the next page, deselect the object(s) for which you would like to disable Real-Time Routing for. If you are configuring at the User or Profile level, you will have to first select the User or Profile for which you would like to configure settings for.
- Click Save when you are done.
For questions or additional assistance please contact LeanData Support.