Tips & Tricks

Short walkthroughs on how to set up LeanData to support common use cases from Kevin Au, Head of Training at LeanData

  • Continuing Routing After a Merge5:15

    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.

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  • Self-Serve Audit Logs5:17

    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.

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  • User-Initiated Routing4:22

    User-Initiated Routing

    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.

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  • Stamping Duplicate Accounts6:02

    Stamping Duplicate Accounts

    Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.

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  • Reassigning Inactive-Owned Records4:32

    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.

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  • Handling Enrichment6:43

    Handling Enrichment

    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.

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  • Assigning Contact Roles6:08

    Assigning Contact Roles

    Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.

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  • Aligning Contacts with Account Owner4:25

    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.

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