Customer Education
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LeanData - Permission Sets Guide
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Contact to Account Matching
Contact-to-Account Matching Contact-to-Account Matching is now available in LeanData! Contact Router now leverages the power of LeanData’s fuzzy matching algorithm to help you ensure every contact ...
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Routing - Any Object Routing Overview
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Routing - Any Object Routing Setup Guide
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Introduction to LeanData
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Introduction to LeanData
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Routing - LeanData - Slack FlowBuilder Integration
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LeanData Processing - Real-Time Routing vs CCIO Batch Processing
What is Real-Time Routing? Beginning with LeanData version 1.568, LeanData incorporates Real-Time Routing, which drastically speeds up LeanData processing for many of your records. As LeanData proc...
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Routing - Account2Opportunity Match Node Guide
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Contact Routing - Contact2Opportunity Match Node Guide