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 at the bottom of the page
The top portion of this page 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 there.
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On the next page, select the user or profile for which you would like to disable Real-Time Routing the object(s) for which you would like to disable Real-Time Routing.
- After selecting the User/Profile, find the object(s) and the trigger method(s) you would like to disable, and set the threshold value to "0" for each object/trigger you want to disable for this User/Profile.
- Click Save when you are done.
For questions or additional assistance please contact LeanData Support.