Installing the LeanData Reporting Managed Package

To install the LeanData Reporting Managed Package, please use the following link:

https://appexchange.salesforce.com/appxListingDetail?listingId=02f027a4-5011-4c40-b9e9-8af704b7994d

• To install in your production instance, click the Get It Now button and follow the installation prompts from Salesforce.
• To install in a sandbox, click the Try It Free button and follow the installation prompts from Salesforce.

 

Reporting Guides

The following are guides that will help to detail the reports found in the package:

• Logs Reports
• Round Robin Objects Reports
• Round Robin Pool Members Reporting Guide
• Round Robin Pool Managers Reporting Guide
• Territory Objects Reports
• Time to Action Object Reports
• LeanData CC Inserted Objects Reports