Video

Initiate Routing from Related Activity Updates

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While you can always initiate routing when new tasks are created, this tip shows you how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos in the Resource Center for more ideas.

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