LeanData and Salesforce
How LeanData operates within Salesforce and what that means for you
Matching and tagging
A transparent explanation of how LeanData’s matching algorithm works and ways to leverage this in your reporting and processes
Routing management
Managing your routing logic in LeanData’s visual FlowBuilder Interface
Nodes deep-dive
Nodes that are available to you and how to get the most out of them
Troubleshooting and maintenance
Tools you can use for troubleshooting and maintaining your LeanData routing graph
Advanced topics
Real-time processing, user schedules, one-time routing jobs, and much more