Customer Education

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  • BookIt Routing - BookIt Calendar Router Guide

  • July 2021 - 1.560/1.562 Release Notes

    Matching & Routing The following updates apply to BOTH Matching & Routing.   Routing Prioritization Prioritize specific records across objects within LeanData Routing! By prioritizing records that ...

  • Dec '21 Service Advisory: Hold Until Nodes

    We recently discovered a bug in versions 1.562 and 1.566, where all records in the Hold Until nodes were routed through the Time Expired edge despite conditions being met. The bug was fixed on Dece...

  • Error Setting Up Integrations

    When integrating LeanData to one of our partner companies like Outreach, Salesloft, or Slack you may see this error. What does this error mean? Salesforce requires access to Remote Site Settings i...

  • Router Documentation

    This page provides you with overview and general information about LeanData's Router and how to configure it for your business needs.   User Guides The following are guides to the various functions...

  • Handling Enrichment with LeanData

    Many organizations that use LeanData also use enrichment software that supplements and adds data to their Salesforce records from an external source.  If you wish to use this "enriched" data to inf...

  • Add Opportunity Team Members Node Guide

  • Add Opportunity Team Members

    You can now automatically add or replace Opportunity Team members directly in Opportunity Router! Use the new Add Opportunity Team Members node to add team members and assign their roles based on v...

  • LeanData Admin - Admin Settings Guide


  • LeanData Routing Certification Course Prep Materials

    As you prepare for your upcoming LeanData Routing Certification, we have put together some resources that may be helpful for you. If you are completely new to LeanData, we encourage you first to re...