Customer Education
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Routing - Lead2Account Match Node Guide
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Routing - How to Set up User Schedules
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LeanData Certification FAQs
Certification Overview The LeanData Routing Certification will help you learn how to have an impact on your business and deliver on any GTM route by connecting data to the right people by orchestra...
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Matching - Tagging Overview & Guide
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LeanData Scheduled Jobs
LeanData apex code is often run in 2 methods: triggers and apex jobs (Batch and Scheduled). Each method is subjected to different Salesforce limitations and shared resources. The Trigger method is...
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Getting Started with LeanData
Welcome! If you are on this page it probably means you are new to LeanData. This page is a curated collection of guides to help you get started. If you are just starting your journey with LeanDat...
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LeanData Flowbuilder - Salesloft Integration Troubleshooting Guide
This article is designed to help you review and resolve issues with the Flowbuilder - Salesloft integration. Stage Problem Details Solution Node Error created when a Lead enters the Saleslof...
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November 2021 - 1.566 Release Notes
Routing Duplicate Account Matching & Routing You can now identify and route inbound duplicate accounts within Account Router! The new Match Duplicate Account node leverages LeanData’s proprietary F...
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April 2021 - 1.557 Release Notes
Improve Time to Response SLA Automation Take speed-to-lead and SLA management to a whole new level! LeanData can now hold records midway through your process until specified conditions are met or ...
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Dec 2020/Jan 2021 - Matching, Routing - 1.549 + 1.551 Release Notes
Routing FlowBuilder Performance Optimizations FlowBuilder’s performance has been optimized to deliver the following improvements: Faster loading times, especially for organizations with more th...