Customer Education
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Activity overview
Latest activity by Customer Education-
Customer Education created an article,
LeanData Reporting Managed Package - CC Inserted Object (CCIO)
Contents: Purpose Building the Report CC Inserted Objects Details LeanData CCIO: Hold Until / Time-Based Details CC Inserted Objects Error Processing Details Purpose The LeanData Continuous Cle...
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Customer Education created an article,
LeanData BookIt for Forms Custom Implementation
Contents: Overview and Things to Note Add a Hidden Field to Your Form Add Our Code to Your Form Page Initialization Function Data Storage Functions Submission Functions Additional Options General ...
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Customer Education created an article,
LeanData Admin - Adding Remote Site Setting
Many different LeanData products and features require you to add a LeanData Remote Site Setting in Salesforce. To add the LeanData Remote Site Setting: Login to Salesforce. Click Setup in the upp...
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Customer Education created an article,
Email Template: Announcing LeanData BookIt Links
From: LeanData Admin To: BookIt Links Users Hello Team, We’re excited to roll out a new way to easily book meetings with your prospects and customers! LeanData BookIt Links will allow you to cre...
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Customer Education created an article,
October 2023 - 1.604 Release Notes
Contents: New Product: BookIt Links (Generally Available) Revenue Orchestration Platform & BookIt Routing Templates Specify Sender's Email for Notifications Revenue Orchestration Platform Any Ob...
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Customer Education created an article,
LeanData BookIt - Google Meet Integration
Contents Overview How to Connect Your Google Meet Account From LeanData How to Deauthorize Your Google Meet Account from LeanData Overview With LeanData BookIt’s Google Meet Integration, you c...
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Customer Education created an article,
Account Routing - Add Account as Campaign Member Node Guide
Contents: Overview Enable Accounts as Campaign Members in Salesforce Customization Email Notifications Advanced Settings Summary Overview With the Add Campaign Member Node you can automatica...
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Customer Education created an article,
Routing Templates
Contents: Overview Use Cases Enabling Routing Templates Viewing Routing Templates Saving a Template as a New Routing Graph New and Updated Routing Templates Overview If you are just getting st...
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Customer Education created an article,
Outreach Add / Remove from Sequence Node
Contents: Overview Setting up LeanData-Outreach Integration Prerequisites Steps to Implement Outreach Sequence & Mailbox Setup Add to Sequence Node in FlowBuilder Monitoring and Troubleshooting Ap...
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Customer Education created an article,
Salesloft Add / Remove from Cadence Node
Contents: Overview Setting up LeanData-Salesloft Integration Prerequisites Steps to Implement Enabling Salesloft-Salesforce Sync Authorizing Access in LeanData Salesloft Cadence Setup Salesloft Us...