Contents:

• Overview
• General FlowBuilder Actions
• Accessing FlowBuilder
• Adding & Editing Graphs
• Deploying a Graph
• General Node Actions
• Adding Nodes
• Deleting Nodes
• Editing Nodes
• Copying Nodes
• Connecting Nodes
• Node Colors
• Multi-Node Actions & Shortcuts
• Comments
• Node Guides

 

Overview

LeanData’s BookIt FlowBuilder interface gives organizations a webform-to-meeting calendar booking solution that will ingest Prospects from a webform on their website, qualify the Prospects, route based on certain logic to the appropriate rep, and present Prospects with potential meeting times to schedule on the spot.

 

General FlowBuilder Actions 

Accessing FlowBuilder

1. Click on the LeanData tab from Salesforce. 
2. Within LeanData click BookIt → FlowBuilder.

 

Adding & Editing Graphs

You can create a new graph by clicking the “Create Graph” button on the main FlowBuilder page, or you can edit an existing graph by hovering over its tile and clicking the “Edit” button that appears on the tile.

 

Please Note: The Graph Editor opens a new graph or an existing one in a new browser tab to give you a full screen view of your graph.

 

Graph Locking

When you have a graph open for editing, the graph will be locked to others so that two people cannot edit a graph at the same time. If there is no activity for 2 hours on the locked graph, it will automatically be released so that it can be edited, by anyone with access to the graph.

Example: Admin Melissa opens a graph to edit, but gets pulled into back-to-back meetings and activities before finishing their work.  But Admin John needs to make edits!  The graph will become auto-unlocked for John to modify after Melissa has been inactive for two hours. 

 

Deploying a Graph

To deploy a graph, hover over the graph you wish to deploy, then select the flag icon to deploy that graph.

 

You will get a Deployment Confirmation. Select Confirm to deploy the deployment. If you already had a graph deployed, it will automatically be deactivated.

 

Please Note: Only valid graphs (graphs without errors) are eligible for deployment.

When you open a graph, LeanData will validate the graph and if your graph is showing validation errors, the nodes with issues will be outlined in red.

 

Clicking on the red triangle in the upper left corner of the Graph Editor will open a pop-up window with a list of the validation issues that must be resolved before deploying the graph.

 

General Node Actions

Once within a graph, you can customize your Prospect routing logic utilizing nodes that will contain the different matching functions, decision criteria, or actions you wish to take.

 

Adding Nodes

Once within a graph, to add a node, use the node bar in the top right corner and hover over the node options and either click on the node you wish to add or drag it into the main area. 

 

Deleting Nodes

To delete a node, single click on the node you wish to delete, then click the Garbage can icon to delete the node.

 

You can also Delete nodes using the Menu Bar at the top of the page by selecting the node(s) you wish to delete, and then either hitting the Trash icon or selecting Delete from the Edit menu at the top. You can also use the DELETE key on your keyboard.

 

Editing Nodes

To edit a node, single click on the node you wish to edit, then select the Pencil icon to edit the node or you can double-click on the node itself to edit the conditions within the node.

 

Copying Nodes

You can copy nodes in 2 ways depending on your needs. To copy a node to be used in the current graph, single click on the node you wish to copy, then select the Copy icon to create a copy of that node. A copy of your node, including the conditions within it, will appear in your graph. 

 

You can also use the icons in the menu bar at the top of the page or the options in the Edit menu, as well as keyboard shortcuts to Copy (CTRL/CMD+C) and Paste (CTRL/CMD+V) the node(s) you wish to duplicate. 

 

You can also copy nodes to be pasted into other graphs. Click on the desired node to select it, then select Copy from the Edit Menu. Open the target graph and select Paste from the Edit menu to paste the copied nodes into the graph.

 

Connecting Nodes

You can Connect nodes in one of two ways:

1. Open a node and select the “Target” through the dropdown next to the condition or outcome you wish to assign. Use the search functionality to narrow the scope of the results. If you want Prospect processing to stop at your selected node, simply select End of Flow.

2. Click on the yellow triangle to view the edges. Drag the desired edge (USA in the screenshot) and drag that branch to the next node you wish to utilize if that condition is met.

 

Node Colors

You can give your nodes different colors to help you organize your Routing graph, and more easily delineate different sections or functions within your Routing Graph. The color of a node will have no bearing on the functionality of the node and is only used to visibly distinguish nodes.

To change the color of new nodes you create, select your desired color from the node color palette at the top of the page.

New nodes will have the selected color until you select a different color from the palette. Copied nodes will keep the color of the original node.

To change the color of existing nodes on your graph, select the node(s) you would like to change, then pick the desired color from the palette, and the selected nodes will change to the selected color.

 

Multi-Node Actions & Shortcuts

If you need to select multiple specific nodes, you can hold Cmd (Mac) or Ctrl (PC) and then click on the different nodes you wish to select.

Alternatively you can also select multiple nodes by holding down the Shift key and dragging your cursor to highlight an entire area. All nodes that fall into the highlighted area will be selected.

Once you have selected your desired nodes, you can either use system Copy (Cmd/Ctrl+C), Paste (Cmd/Ctrl+V), or Delete (Delete Key) shortcuts, or you can use the buttons in the menu at the top of your screen, to perform the desired actions.

 

Comments

FlowBuilder Comments allows you to annotate your Router Graphs with notes, comments, and questions. Comments can be tagged to one or more nodes or just placed on the Graph.

Adding Comments

To add a comment, simply drag the comment node, from the bottom of the Node Selector, to the canvas. When you release the node on the canvas, it will automatically open so you can add the comments.

Enter the comments as needed. The comment box is a text box you can add text to at any time. To tag one or more nodes, click on the pull-down under Tag Nodes and select the desired nodes. Click Done to close the window.

You can also comment on multiple nodes by first selecting the nodes by holding your SHIFT key, then dragging in a new comment from the toolbar.

The comment node will display a number for the number of nodes it is tagged on. If the comment is not tagged to any nodes, the node will display 2 lines. If you mouse over the comment node you will see the text of the comment.

Editing Comments

To edit a comment, double click on the desired comment node to open the edit window. Add/edit comments as needed.

Searching Comments

You can search through your comments using the Comment button in the top right corner of the graph editor.

When you click on the Comment button, the Comment window will open. In this window, you will see all the comments that have been added to the graph. Clicking on a comment will highlight the comment on the graph as well as highlight the nodes the comment is tagged to. 

Double click on the comment to open it for editing. To search through your comments, enter the search text in the Search Field. The list of comments will show only comments with the search text.

Deleting Comments

There are several ways to delete comments. To delete an individual comment, select the Comment Node and click the Delete button on the toolbar.

You can also delete one or more comments from the Comment window. Click the Comment button to open the Comment window. Select the comments to delete and click the Delete button.

 

Node Guides

There are many nodes that are available to you in the BookIt FlowBuilder interface. For more detailed information on these nodes and how they function please see our Node Guides in the LeanData Help Center.

 

For additional help and assistance, please submit a ticket to LeanData Support.