Customer Education
Articles
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How Do I Grant Support Access to LeanData?
If you are having difficulty troubleshooting a LeanData issue in Salesforce, you can grant temporary login access to the LeanData Support team. This temporary access is known as LMA or License Mana...
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The LeanData Product is Not Working - No Routing
There are a number of things that can cause LeanData not to work. In this help article we will cover troubleshooting steps you can take to resolve some common issues. No Valid Token User for Lean...
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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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Routing - Lead Routing Troubleshooting Guide
Contents: Overview Entry Conditions on the Lead Router LeanData Job Status Check for Backlogged Records Overview There are a number of things that can happen to a Lead prior to being routed ...
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LeanData Certification FAQs
Fundamentals Certification Overview The LeanData Fundamentals 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 p...
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Schedules & People Guide
Contents: Overview Setting Up User Schedules Working Hours Vacations Holidays Respecting User Schedules in Round Robin Pools FlowBuilder Considerations Hold Until Node Setting Using Scheduling in...
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Routing - Owner Mappings Guide
Contents: Overview Managing Owner Mappings Accessing LeanData Owner Mappings Adding New Owner Mapping Sets Deleting Owner Mapping Sets Adding and Deleting Individual Owner Mappings Selecting and E...
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Routing - Audit Logs Guide
Contents: Overview Accessing Audit Logs Navigating Audit Logs Searching Audit Logs Record Panel Path Panel Outcome Panel Reprocessing Audit Logs Reporting On Audit Logs Salesforce Reporting on Log...
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Routing - Account Teams Guide
Contents: Overview Definition Accessing LeanData Account Team Routing Settings Creating an Account Team Rule Incorporating Account Team Routing in FlowBuilder Overview The following guide conta...
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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...