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Alexander Preciado

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Latest activity by Alexander Preciado
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    Alexander Preciado created an article,

    March 2020 - 1.525 Release Notes

    1.525 (3/4/2020) Matching List Analyzer Improvements Now you can select additional object fields to export with your Matched Account data:  Duplicate Leads Related Leads Duplicate Contacts  Learn...

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    Alexander Preciado created an article,

    November 2019 - 1.518 Release Notes

    1.518 (10/13/19) Flowbuilder Dynamic Value Tagging: Between accounts, leads, contacts, opportunities, it can become tedious to manually fill in the same information across objects. With Dynamic...

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    Alexander Preciado created an article,

    June 2019 - 1.505 Release Notes

    1.505 (6/17/19) Integrations Slack Notifications: Accelerate speed to lead, respond, and engage by sending Slack messages with information about assigned records to Reps directly from LeanData F...

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    Alexander Preciado created an article,

    May 2019 - 1.503 Release Notes

    1.503 (5/27/19) Integrations Partner Apps Launch: Leverage the power of LeanData Routing & Matching to initiate actions in external tools.  Centralize and automate your rules of engagement withi...

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    Alexander Preciado created an article,

    March 2019 - 1.502 Release Notes

    1.502.2 (3/6/19)   Attribution Opportunity Analyzer - Using the new Opportunity Analyzer, Attribution customers can analyze their Opportunities by Opp ID to understand how Marketing Touches were...

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    Alexander Preciado created an article,

    December 2018 - 1.492 Release Notes

    1.492.5 (12/6/18) Attribution Opportunity Touch Stage Field Rename: This refresh gives certain Marketing Touch fields more intuitive and user-friendly names. The fields affected are below. Curre...

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    Alexander Preciado created an article,

    LeanData - Admin Guide Standard Configuration

    Contents: Overview Definitions Setting up a LeanData Integration User LeanData Integration User Salesforce Permissions Authorizing API Access for LeanData LeanData Tab Visibility LeanData Permissi...

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    Alexander Preciado created an article,

    Matching - List Analyzer Overview

    Contents: Overview Analyze Leads Matched Object Fields   Overview List Analyzer allows you analyze a list of potential Leads that have not yet been created in Salesforce and determine if there ...

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    Alexander Preciado created an article,

    LeanData - Managed App Install Guide

    Contents: Overview LeanData Search Indexing Jobs Installation Process   Overview The following will walk you through installation of the LeanData managed package.  The LeanData managed app allow...

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    Alexander Preciado created an article,

    View - Setup Instructions

    Contents: Overview Add a Lead Page Layout Add a Contact Page Layout Add to Account Page Layout Grant Users Permission To View LeanData Matches Enable View Settings Troubleshooting Best Practices ...