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Orchestration BookIt Buying Groups Reporting and Analytics Getting Started Integrations Admin Release Notes
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  1. LeanData Help Center
  2. Admin
  3. User Guides

User Guides

  • LeanData Admin - Migrating LeanData between Salesforce Instances
  • LeanData Admin Getting Started [Webinar]
  • Deleting LeanData Time-to-Action and Log Records
  • LeanData Admin - Adding the LeanData Remote Site Setting
  • LeanData Admin - Usage Dashboard Guide
  • Using Data Loader for Round Robin Pools
  • LeanData Object Reporting Guide
  • LeanData Admin - Admin Settings Guide
  • LeanData Admin - Deleting CCIOs with Data Loader
  • Error Setting Up Integrations
  • How Do I Find My Version Number of LeanData
  • LeanData - Email Alerts Guide
  • LeanData Admin Documentation
  • Checking LeanData Apex Jobs
  • Potential Effects of Configuration Changes
  • How to Go Live with LeanData
  • Customer Self-Implementation Guide - Lead Routing, Matching, and View
  • Self-Implementation Guide - Advanced Routing
  • LeanData - Managed App Install Guide
  • LeanData - Admin Guide Standard Configuration
  • LeanData - Permission Sets Guide
  • LeanData - Technical Overview
  • LeanData - Enterprise Security Architecture Overview
  • LeanData - Search Indexing Guide

© LeanData Help Center

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LeanData Learning Center
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Tips & Tricks Videos
Short tutorials on setting up LeanData to support common use cases.
routing configuration, Unexpected match results, BookIt Settings, templates
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