Customer Education
Articles
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LeanData Certification Course Prep Materials
As you prepare for your upcoming LeanData 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 register a...
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Matching - The LeanData Matching Algorithm
Content Understanding LeanData's Fuzzy Matching Algorithm Primary Matching Fields Matching Rules Advanced Algorithm Capabilities Additional Matching Settings Domain Only Matching Custom Matching F...
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November 2022 - 1.589 Release Notes
BookIt BookIt Handoff (Limited Release) We’re working on ✨new✨ functionality in BookIt to enable reps to instantly schedule meetings between team members and prospects, all from within Lead or Cont...
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LeanData Matching & Routing Basics
The purpose of the following resources is to get you quickly acquainted with LeanData Matching and Routing. It is meant to introduce the basic concepts of LeanData Matching and Routing. If you woul...
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Matching - Tagging Overview & Guide
Contents: Overview Definitions Tagging Preview Tagging Settings General Settings Lead-to-Account Matching Preserve Manual Updates Tiebreakers Page Lead Segmentation Matched Account Filters Matched...
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Routing - Territory Management Overview
Contents: Overview Definitions Setting Up Territory Management Creating Your Territory Segment Creating Your CSV File Bulk Actions Exporting Territories Incorporating Your Territories in FlowBuild...
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Introduction to LeanData
Contents: Overview LeanData View LeanData Matching LeanData Tagging LeanData Router Overview LeanData helps companies automate their business processes in Salesforce. The LeanData platform is...
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Routing - Data Table Based Routing Guide
Table of Contents Overview Setting Up Data Table Routing Creating Your Data Table Data Table Columns Adding Records to a Data Table Working with Data Tables Activating a Data Table Incorporating D...
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March 2022 - 1.571/1.573 Release Notes
Routing Salesforce Sales Engagement Integration Boost sales productivity and accelerate speed-to-lead with our new integration with Salesforce Sales Engagement, formerly known as High Velocity Sa...
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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...