Customer Education
Articles
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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...
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Routing - Create Task Node Guide
Contents: Overview Customization Email Notifications Summary OverviewThe Create Task Node is designed to create Tasks automatically as part of your Router flow. There are multiple options to confi...
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How to exclude the LeanData Integration User from Salesforce Duplicate & Validation Rules
Duplicate Rule A duplicate rule in Salesforce defines what happens when a user attempts to create or modify a record with duplicates. Salesforce provides standard duplicate rules for business and...
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How Do I Import and Export Settings (RR Pools, Tie-Breakers, Etc.)?
In addition to exporting FlowBuilder graphs, it is possible to export Round Robin Pools, Product Settings, and Mappings. To Export Your LeanData Settings: Log into the environment that you'd like ...
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How Do I Change the LeanData Integration User?
The LeanData Integration User is the user of record for actions performed in the LeanData scheduled job. The integration user can be the same user as the token user, or API user, but they do not n...
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APEX CPU Time Limit Exceeded Error - What does it mean?
If you’ve received a notification that an error message has generated and it references that “Apex CPU time limit exceeded”, this article will help you understand the issue. Does the error message ...
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LeanData Job Status FAQ
What causes my LeanData Job Status to change? How to check LeanData Job Status: To check on your job status, you can click into the Admin - Settings section of the LeanData App. The job statu...
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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...
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Routing - Case Router Guide
Contents: Overview General FlowBuilder Actions General Node Actions Matching to Accounts Node Guides FAQs Overview LeanData Case Router gives organizations a visual interface (FlowBuilder) to...
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Routing - Routing Scheduler Overview
Contents: Overview Definitions When to Use Scheduled Routing Where Do I Access Scheduled Routing How to Run a Scheduled Routing Job Reviewing Scheduled Routing Audit Logs Reviewing Scheduled Routin...