Contents:

• Overview
• General FlowBuilder Actions
• General Node Actions
• Assigning the Journey Owner
• Node Guides
• Routing Preview
• Routing Scheduler
• Troubleshooting Tools
• Routing Journey Members
• Summary

 

Overview

The LeanData Journey FlowBuilder provides a visual interface for creating and managing routing logic that assigns Journey records to the right sales representatives. When a Journey meets defined qualification thresholds, LeanData automatically assigns the records, allowing sales teams to effectively track and manage engaged buying team members.

The Journey FlowBuilder goes beyond basic assignment with powerful automation features, including round-robin distribution, scheduled routing jobs, and notifications, all designed to streamline Journeys workflows.

This guide outlines the FlowBuilder interface for Journeys. The functionality of specific nodes mirrors the functionality of these nodes in FlowBuilder for other objects. See the corresponding node guides in the Orchestration section of the LeanData Help Center.

 

General FlowBuilder Actions

To access Journey FlowBuilder, from the LeanData App, navigate to Buying Groups > Journeys > FlowBuilder.

 

Adding and Editing Graphs

To create a new FlowBuilder graph, click the Create Graph button on the main FlowBuilder page.

To edit an existing graph, hover over its tile and click the Edit button that appears.

Graph Locking

When you open a graph for editing, it becomes locked to prevent simultaneous edits by multiple users. If there is no activity for two hours, the lock automatically releases, allowing others with access to edit the graph.

 

Deploying a Graph

To deploy a graph, hover over the graph you want to deploy and click the launch icon.

A Deployment Confirmation window appears. Click Confirm to deploy the graph. If you currently have a different graph deployed, it is automatically deactivated.

 

General Node Actions

Within a graph, you can create routing logic by adding nodes that perform matching functions, evaluate decision criteria, and execute specific actions.

 

Qualified Journey Entry Node

When you create a new Journey FlowBuilder graph, it includes a single Qualified Journey Entry Node that you cannot delete.

Unlike other FlowBuilder objects, Qualified Journeys have only one Entry or Trigger Node. When a Journey record meets your triggering criteria as configured in the Journey Routing Trigger section of your Segment settings, it begins routing through your deployed Journey FlowBuilder graph via the Qualified Journey Entry Node.

Once a Journey routes through the graph, LeanData will not re-route it, even if it falls below the routing threshold and later re-qualifies.

Journey Routing Triggers can be configured in Buying Groups > Segments, and after selecting a Segment, on the Journeys tab under Journey Routing Trigger. For more information, see the LeanData Journeys Settings Guide .

 

Adding Nodes

To add a node in a graph, use the node bar in the top right corner. Either click directly on your desired node or drag it into the main area.

 

Deleting Nodes

To delete a node, click once on the node you want to delete, then click the trash can icon.

There are also multiple ways to delete nodes using the menu bar at the top of the page. Select the nodes you want to delete, then either click the Trash icon or choose Delete from the Edit menu. You can also press the DELETE key on your keyboard.

 

Editing Nodes

To edit a node, either single-click the node and select the Pencil icon, or double-click the node directly to edit its conditions.

 

Copying Nodes

There are two ways to copy nodes. For use within the current graph, click the node you want to copy and select the Copy icon. This creates a duplicate of the node, including all its conditions.

Alternatively, you can use the menu bar icons at the top of the page, access options in the Edit menu, or use keyboard shortcuts. Copy is CTRL/CMD+C and Paste is CTRL/CMD+V.

You can also copy nodes between different graphs. Select the node you want to copy, choose Copy from the Edit menu, open your target graph, and select Paste from the Edit menu to insert the copied node.

 

Connecting Nodes

You can connect nodes in one of several ways:

1. Open a node and select the Target from the dropdown menu next to your desired condition or outcome. You can search your list to find specific targets quickly. To end processing at your selected node, choose End of Flow.

   

   Alternatively, you can click the Stop Sign icon to set an edge to End of Flow, or click the crosshairs icon to visually assign the edge in the main flowchart view by selecting your target node.

   

2. From the main flowchart view, you can click and drag the yellow triangle from one node's edge to connect it directly to your target node.

   

 

Errors and Validation

When you open a graph, LeanData validates it automatically. If validation errors are found, any nodes with issues are outlined in red.

Click the red triangle in the upper left corner of the Graph Editor to view a pop-up window listing all validation issues that need to be resolved before graph deployment.

If you make changes to a graph and want to check for errors, you can validate your graph by going to the File menu and selecting Validate Graph. Any nodes with new errors are outlined in red.

 

Node Colors

You can color-code nodes to organize your routing graph and easily distinguish different sections or functions. The node color is purely visual and does not affect its functionality.

To set colors for new nodes, select a color from the palette at the top of the page.

New nodes have the selected color until you choose a different one from the palette. Copied nodes retain the color of the original node.

To change the color of existing nodes, select the nodes you want to modify, then choose a new color from the palette. The selected nodes update to reflect your choice.

Clicking Add Color reveals additional color options.

 

Multi-Node Actions and Shortcuts

To select multiple specific nodes, hold Cmd (Mac) or Ctrl (PC) while clicking each desired node.

You can also select multiple nodes at once by holding the Shift key and dragging your cursor to create a selection box. Any nodes within this box are selected.

With multiple nodes selected, you can use keyboard shortcuts, Copy (Cmd/Ctrl+C), Paste (Cmd/Ctrl+V), or Delete (Delete key), or the menu buttons at the top of the screen to perform actions on all selected nodes.

 

Graph Organizer

Using colors, you can collapse and expand sections of your graph to reduce visual complexity. This makes it easier to focus on specific portions of the graph and view different sections at once.

To collapse nodes of the same color, right-click any node of that color.

A menu appears with two options: collapse nodes of the selected color, or select all remaining nodes in your graph that share the same color.

When you click Collapse, nodes of that color combine into a single node group icon matching their color. You can freely move this collapsed group around the canvas while preserving the original locations of all nodes.

Node Group Location

The node group appears at the midpoint of all collapsed nodes. If the group's location seems unexpected, expand it to check for outlier nodes sharing the same color. All nodes of the selected color collapse into the group, even if they are not connected. This can create unexpected visual connections in the consolidated view. Consider this when assigning colors and using the graph organizer.

Edges for Node Groups

When nodes are collapsed, all edges connecting to and from the group are simplified visually. Edges from outside nodes into the group combine into a single line. Similarly, edges from nodes inside the group to outside nodes merge into one line. This same principle applies to connections between different collapsed groups. None of these visual changes affect the underlying edge functionality.

To expand a collapsed group, right-click it to reveal a menu with an Expand option. This returns all nodes to their original positions on the FlowBuilder canvas.

When a collapsed node contains an error, the entire collapsed group is outlined in red as a warning indicator.

If you create a new node that matches a collapsed group's color, you can initially place and configure it separately on the graph. However, when you save or validate the graph, this new node automatically joins the existing collapsed group of the same color.

 

Comments

FlowBuilder Comments lets you add notes, comments, and questions to your graphs. You can attach comments to specific nodes or place them anywhere on the graph.

Adding Comments

To add a comment, drag the comment node from the bottom of the Node Selector onto the canvas. The comment window automatically opens when you release the node, allowing you to add your comments.

Enter your comments in the text box. To tag specific nodes, use the Tag Nodes dropdown menu to select them. Click Done when finished.

To comment on multiple nodes at once, hold SHIFT to select the nodes, then drag a new comment from the toolbar.

The comment node shows the number of tagged nodes.

Editing Comments

To edit a comment, double-click its node to open the edit window and make your changes.

Searching Comments

Access all comments using the Comment button in the top left corner of the graph editor.

When you click the Comment button, a window opens showing all comments in the graph. Selecting a comment highlights it on the graph, along with any tagged nodes.

Double-click a comment to open it for editing. To find specific comments, type your search terms in the Search field. The list filters to show only comments containing those terms.

Deleting Comments

To delete a comment, select its Comment Node and click the Trash icon on the toolbar.

 

Assigning the Journey Owner

Assigning an owner is the point of routing a Journey. The Journey Owner is the Salesforce user responsible for working the buying motion, and it is the field sellers filter and group by in the Journey List View, so a Journey without an owner is a Journey nobody picks up.

Add an assignment node to your graph after the decision logic that determines which team should work the Journey. 

Common assignment patterns:

• Assign to a named user for accounts that belong to a specific rep or a named account team.
• Distribute across a pool using round robin, so Journeys spread evenly across the reps who cover a territory or Segment.
• Notify the new owner by adding a notification node after the assignment, so the rep knows a Journey is waiting.

Once assigned, the owner appears on the Journey in the Journey List View and on the Journey record, and the field is available for Salesforce reporting. 

 

Node Guides

LeanData Router offers many different types of nodes. For detailed information about how these nodes work, visit our Node Guides in the LeanData Help Center.

 

Routing Preview

To test graph changes without deploying them or modifying actual records, you can use the Routing Preview functionality. This allows you to see how a record would flow through your graph if triggered. For more information, see the Routing Preview Guide .

 

Routing Scheduler

In addition to routing based on qualification criteria, you can use the Routing Scheduler tool to schedule one-time or recurring routing jobs for Journey records using either a CSV upload or SOQL query.

To use Routing Scheduler, navigate to Routing > Routing Scheduler in the LeanData App and select a Journey FlowBuilder graph in the Scheduler interface.

For more information on Routing Scheduler, see the Routing Scheduler Guide.

 

Troubleshooting Tools

Audit Logs

Audit Logs help you troubleshoot Journey routing. To access them, go to Buying Groups > Journeys > Audit Logs.

For more information on Audit Logs, see the Audit Logs Guide.

 

Routing Insights and Deployment History

LeanData captures all your Journey FlowBuilder deployments and displays metrics directly on the visual FlowBuilder graph, helping you analyze and troubleshoot routing patterns. To access these features, navigate to Buying Groups > Journeys > Routing Insights & Deployment History.

For more information on these features, see the Routing Insights & Deployment History Guide.

 

Routing Journey Members

FlowBuilder can route and automate actions on Journey Members as well as on the Journey record itself, and this is available out of the box with no separate enablement. Use a Journey Member graph when the work you are automating belongs to an individual member rather than to the whole buying motion, such as sending notifications or enforcing SLAs on identifying and confirming buying group members.

 

Considerations for Journey Member Graphs

A few constraints apply to Journey Member graphs, so that the automations you build stay compatible with standard Journey Tracker operations.

Unsupported Nodes

The following nodes are not supported in a Journey Member graph:

• Match, Object to Account Match Node
• Decision, True/False, Object to Account
• Decision, Branch, Object to Account

Field Limitations

When using the Update Record node or NotifyPlus node in a Journey Member graph, you can only update the Status field.

You can only update this field to the following restricted set of values:

• Removed
• Confirmed
• Potential

Updates made to the Status field using this graph trigger all processes that would typically run when making these same changes directly through the Journey Tracker interface.

Preloaded Variables

The following variables are pre-loaded into a Journey Member graph to provide easy access to commonly used fields and objects:

• Latest Signal (Campaign Member) - Null if the Latest Signal is an Activity.
• Latest Signal (Activity) - Null if the Latest Signal is a Campaign Member.

Other Considerations

• Any Journey Members with an Invalid status are filtered from routing.
• Routing Insights, Audit Logs, and Advanced Settings are all supported for Journey Member graphs.
• A Journey Member object graph is selectable in Routing Scheduler.

 

Summary

Journey FlowBuilder is where you decide who receives each Journey. Qualification is defined in your Segment settings, and everything after that, assignment, notifications, and SLAs, is built here on the canvas. A Journey routes through the graph only once, so plan your qualification thresholds carefully before deploying. If you need to automate on individual Journey Members instead of the whole Journey, build a Journey Member graph, which is available out of the box.

For questions or additional assistance, please contact LeanData Support.