Content
14 modules
Instructor
Kevin Au
Description
LeanData Router contains many Action Nodes that enable powerful functionality in your Salesforce instance.
In this course, you will learn the different Action Nodes available to you, and how to configure them to do what you need.
You will also learn about some powerful features such as User Schedules as well as some considerations for using Contact Router.
Objectives
Course Objectives
- Learn what Action Nodes are available to you in LeanData Routing.
- Learn the different ways LeanData can assign your records.
- Learn the other actions LeanData can perform on your records, such as conversions, field updates, notifications, and integrations with other platforms.
- Learn the configuration options on these Action Nodes.
- Learn how User Schedules incorporates User availability in to your assignments.
- Learn some considerations for using Contact Router
1.
Action Nodes - Assign Record
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2.
Action Nodes - Basic Round Robin
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3.
Action Nodes - Assign to Matched Record
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4.
Routing by User Schedules - What is it?
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5.
User Schedules - Set it up
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6.
Action Nodes - Merge Duplicates
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7.
Action Nodes - Territory Management
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8.
Action Nodes - Convert Lead Node
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9.
Action Nodes - Field Updates
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10.
Action Nodes - Creating Records
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11.
Action Nodes - Send Notification Node
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12.
Action Nodes - Integrations - Slack
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13.
Contact Router Considerations
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14.
Nodes Deep Dive Knowledge Check
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