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Customer Education

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Latest activity by Customer Education
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    Customer Education created an article,

    Routing - Round Robin Distribution Data Visualization

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    Customer Education created an article,

    Routing - Time-Based Node - Working Hours Enhancement

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    Customer Education created an article,

    Routing - All Object Round Robin Interface Overview

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    Customer Education created an article,

    Routing - LeanData Round Robin Distribution Guide

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    Customer Education created an article,

    1.528.45+ Time-Based Routing Bug - End of Flow Records

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    Customer Education created an article,

    New LeanData Admin Basic Training [Video]

    This video is intended for those who are stepping into a LeanData Admin role for the first time at an organization where LeanData Matching and Routing has already been implemented. Topics Covered: ...

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    Customer Education created an article,

    Why Can't I Delete Territory Segments?

    There is currently an issue with Salesforce.com when you try to delete a Territory segment with 50K plus entries. This issue has been reported to Salesforce.com support.   SFDC support is requestin...

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    Customer Education created an article,

    Enterprise Improvements

    CCIOs What are CCIOs? CCIOs, or Continuous Clean Insert Objects, are LeanData’s unit of work for processing records. Since LeanData operates natively within Salesforce, CCIOs can be used to priorit...

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    Customer Education created an article,

    CCIO Record Triggers by Priority

    As CCIOs are generated, LeanData will process them in the Continuous Clean Batch according to the Priority that is assigned to them. By default, these are the priorities assigned to different CCIO ...

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    Customer Education created an article,

    Salesforce Releases - LeanData Upgrade Freeze FAQ

    Why do you have an Upgrade Freeze? Salesforce pushes out a major release 3 times per year, typically in February, June, and October. Not all Salesforce servers are updated at the same time, but ser...