Customer Education
Articles
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Buying Groups Edition - Custom Signals Salesforce Flow Setup
Contents Overview Steps to Set Up Create a New Salesforce Flow Configure Salesforce Flow Start Configure Decision Element in Flow Configure Insert Action in Flow Configure Update Action (Default Ou...
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Orchestration - Formula Builder
Contents: Overview Accessing the Formula Builder Building Your Formula Available Functions Summary of Functions Using Nested Functions Editing, Validating, and Inserting the Formula FAQs Best Pract...
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Routing - AI Graph Comparison
Contents: Overview Example Use Cases Generating an AI Graph Comparison Understanding the Graph Comparison Regenerating Comparisons Permissions and Access Using Your Own API Key FAQs OverviewLea...
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Routing - AI Graph Summary
Contents Overview Example Use Cases Generating an AI Graph Summary Interpreting Graph Summaries Working with Summaries Permissions and Access Using Your Own API Key FAQs OverviewLeanData's AI Grap...
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October 2025 - 5.x Release Notes
Table of ContentsBuying Groups EditionCustom SignalsOrchestration AI Graph Summary AI Graph Comparison Collections Routing: Remove Contacts from Gong Flow BookIt Platform Support Pausing and Holida...
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Adding LeanData IP Address to Salesforce Login IP Whitelist
If your Salesforce organization uses an IP whitelist to restrict login access, you'll need to add LeanData's IP addresses to ensure the LeanData application functions properly.PrerequisitesBefore p...
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BookIt for Forms - Redirect to URL Node
Contents: Overview Example Use Cases Configuring a Redirect to URL Node Adding the Redirect to URL Node to Your Graph Setting Your Redirect URL Using Variables in Your Redirect URL FAQs Overvi...
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LeanData Admin - Using Your Own Gemini API Key
LeanData AI Graph Summaries and Comparisons use a standard LeanData Gemini API key to generate summaries. If you would prefer, you can supply your own Gemini API Key. However LeanData will still se...
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LeanData Reporting Managed Package - Partner Logs Object
Contents: Overview Purpose Building the Report Log Object Details Fields & Definitions Creating a custom Log Report Type Adding Fields to your Report Type Layout OverviewThe LeanData Partner Log...
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Security Notice: Salesloft Drift Token Breach (Impacts Some Salesforce Customers)
Last updated: September 8, 2025We want to make customers aware of a recent third-party security incident involving Salesloft’s Drift integration with Salesforce.What Happened?Salesloft disclosed th...