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In addition to exporting FlowBuilder graphs, it is possible to export Round Robin Pools, Product Settings, and Mappings.

To Export Your LeanData Settings:

• Log into the environment that you'd like export your settings from.
• From the LeanData App, navigate to Admin > Settings > General Tab
• In the Import / Export LeanData In-Product Settings section, click Export Settings.

• Then select the specific settings that you'd like to export:

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• After finishing your selection, clicking the Export button at the bottom of the screen will initiate a download of a file that contains your settings.

 

To Import your LeanData settings:

• Log into the environment that you'd like import your settings into.
• From the LeanData App, navigate to Admin > Settings > General Tab
• In the Import / Export LeanData In-Product Settings section, click Import Settings.

• Select the settings file from your computer that you had previously exported from your other instance of SFDC/LeanData.
• Select the specific settings that you would like to import from the file.

• Click Import, and your settings will be applied to your destination instance.

Importing/Exporting Round Robin Settings

The importing/exporting settings have been updated to include more support for Round Robin Pools:

•  Functionality to include Round Robin Pools of different object types:
  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Caes
• Support for importing where a pool has the same object type and name. On import:
  • The existing pool will be overwritten with the imported data
  • A screen will display the pools that will be overwritten
  • The number of inactive users before the import (after the data is uploaded)
  • The overwritten pools will use the same Object ID so all graphs will reference the imported pool so graphs will not need to be migrated.

Questions? Contact LeanData Support