Tips & Tricks
Short walkthroughs on how to set up LeanData to support common use cases from Kevin Au, Head of Training at LeanData
Referencing Different Matches with Variables
Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.
Updating Related Records
Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.
Using 6sense with LeanData
For those who use both 6sense and LeanData, combining the intent data you get from 6sense with the automation you can configure with LeanData will allow you to create processes.
A-B Testing in LeanData
If you would like to test out different processes and measure the effectiveness of each, here is a creative way you can use Round Robins to distribute records down different paths.
Preserving Specific Values when Merging
When merging duplicate records, you might typically prefer values from the newer record. Here is one way you can ensure those values are preserved on the master record.
Referencing Alternate Working Hours with Queues
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
Using the Salesloft Node
Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.
Preventing Double Routing
Here is one way to prevent double routing.
Grouping Related Leads with No Account Match
Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
Load Balancing Accounts
You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.
Continuing Routing After a Merge
Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
Self-Serve Audit Logs
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how.
Stamping Duplicate Accounts
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
Reassigning Inactive-Owned Records
As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.
There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.
Assigning Contact Roles
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
Aligning Contacts with Account Owner
As reps come and go and contacts and Accounts get shuffled around, find out how you can keep your Contact Owners aligned with the Account Owner.