Alex AE
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Activity overview
Latest activity by Alex AE-
Alex AE 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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Alex AE 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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Alex AE 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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Alex AE 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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Alex AE 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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Alex AE 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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Alex AE 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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Alex AE 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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Alex AE 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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Alex AE 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 ...