Customer Education

Full Audit Log Links for Notifications

1. Orchestration
2. FAQs & Troubleshooting

Spend less time searching your audit logs! When sending notifications from within Routing, you can now include a link to the full audit log for each specific record. This eliminates the need to fil...

• Edited May 15, 2021 01:31
• 1 follower
• 0 comments
• -2 votes

Routing - How to Set up User Schedules

1. Orchestration
2. Routing

Contents: Overview Roles Designating Pool Managers Setting Up User Schedules Working Hours Vacations Holidays Respecting User Schedules in Round Robin Pools Assigning Schedules Pausing Users Manag...

• Edited September 12, 2024 00:57
• 1 follower
• 0 comments
• -2 votes

Router Documentation

1. Orchestration
2. Routing

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...

• Edited May 22, 2024 16:34
• 4 followers
• 0 comments
• -2 votes

How to Export and Import Territories

1. Orchestration
2. FAQs & Troubleshooting

As you use LeanData to manage your territories, it may be necessary to export your territories, edit the CSV (Comma Separated Value) file outside of LeanData, and then re-import the changed file.  ...

• Edited March 30, 2021 18:07
• 1 follower
• 0 comments
• -2 votes

Routing - Branch Decision Node Guide

1. Orchestration
2. Routing

Contents: Overview Customization General Branch Decision Node Fallback Edge Working with Rules Logic Rules Working with Edges Things to Know & Best Practices Summary   Overview The Branch Decis...

• Edited March 01, 2024 22:51
• 1 follower
• 0 comments
• -2 votes

Email Notifications Troubleshooting Guide

1. Orchestration
2. FAQs & Troubleshooting

Email Notifications Troubleshooting Guide   The LeanData Router has options in many nodes to send out notifications for the success or failure of the node. If you are encountering issues with the e...

• Edited March 30, 2021 18:05
• 1 follower
• 0 comments
• -2 votes

Audit Logs Error Messages

1. Orchestration
2. FAQs & Troubleshooting

I’m Seeing Error Messages in Audit Logs That Asks Me to Contact My Administrator? If you get an error message presented in Audit Logs that mentions contacting your administrator, this is typically...

• Edited March 30, 2021 17:57
• 1 follower
• 0 comments
• -2 votes

LeanData Object Reporting Guide

1. Admin
2. User Guides

Contents: Overview Enable Reporting for a Custom Object Building LD Object Reports in Salesforce   Overview  There are several use cases for creating reports on LeanData’s Objects in Salesforce...

• Edited August 08, 2023 16:49
• 1 follower
• 0 comments
• -3 votes

LeanData - Email Alerts Guide

1. Admin
2. User Guides

Contents: Overview System Alerts Interaction Alerts Summary   Overview This guide is designed to give you an overview of the various email alerts LeanData will send administrators. There are 2 ...

• Edited August 09, 2023 17:31
• 1 follower
• 0 comments
• -3 votes

LeanData Admin Documentation

1. Admin
2. User Guides

Looking for help on administering LeanData? You’ve come to the right place. Below are links to our user guides and FAQs.   Getting Started Webinar Getting Started Webinar - The Getting Started web...

• Edited October 03, 2023 21:44
• 2 followers
• 0 comments
• -4 votes