Contents:

• Overview
• LeanData Search Indexing Jobs
• Installation Process
• Uploading a Bin File

 

Overview

The following will walk you through installation of the LeanData managed package. 

The LeanData managed app allows you to: 

• Get more context into Accounts via matched leads 
• Assign Leads, Contacts, Accounts, Ops to the right owner in real time 
• Analyze impact of sales & marketing campaigns on pipeline & revenue 
• Optimize sales and marketing funnel based on routing, attribution & funnel analytics

Functionality includes: 

• Routing for leads, contacts, accounts, and opportunities 
• Auto-conversion and de-duplication for leads 
• Lead to Account Matching with customized rules and filters 
• Multi-touch Attribution modeling 
• Advanced insights & audit logging

Overall installation process includes:

1. Install LeanData managed app from AppExchange 

2. Grant permissions to LeanData managed application

 

LeanData Search Indexing Jobs

In order to efficiently perform matching in your Salesforce instance, LeanData runs a search indexing job on your Lead and Account records upon installation. LeanData will also automatically index Leads and Accounts as they are created, or if there are updates made to them that would require re-indexing.

Upon installation, LeanData will run 2 indexing jobs to prepare Lead and Account records for matching:

• PopulateAccountEmailDomainBatch
• PopulateLeadSearchFieldBatch

During these jobs, LeanData will be generating normalized versions of our fuzzy matching fields, such as Company Name, Zip Code, Website, and Email Domain. During these jobs, LeanData will also associate email domains from Contacts with their respective Accounts.

These initial indexing jobs will run under the LeanData Managed Package User. They will also automatically abort after 1 week.

Note: These jobs will be modifying LeanData indexing fields on your Lead and Account records. On Leads, this field is LeanData__Search_Index__c. On Accounts, the LeanData__LD_EmailDomains__c, and LeanData__Search__c fields will be populated. If you have any processes running that could be impacted by updating these records, please contact your LeanData representative.

For more information on LeanData Search indexing please see our Indexing Guide.

 

Installation Process

1. Go to the LeanData managed app in the AppExchange 

• https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4QdeEAF

2. Click on Get it Now

 

3. Login as a Salesforce administrator 

• A. If installing for production, select Install in Production
• B. If installing for a sandbox, select Install in Sandbox

4. . Review package installation details (including terms and conditions) and click Confirm and Install.

5. Login with instance credentials 

• If installing for production, enter production login information 
• If installing for a sandbox, enter sandbox login information

6. Select Install for Admins Only OR Install for All Users (if needed) and click Install

• LeanData is typically installed for Admins and the Admins provide the other business users or profiles with LeanData access as needed. The View pages within the Account/Lead/Contact/Opportunity/Campaign do not require access to view these VisualForce pages within Salesforce.

 

7. Select Yes, grant access to these third-party web sites and click Continue

8. Wait for install confirmation email if install time is running long

9. Once you receive the email confirmation, Disable Remote Site Settings.

• Click Setup
• In the setup, search for ‘Remote Site Settings’
• Search for the LeanData site name
• Click into this site
• Edit this site and uncheck the ‘Active’ box

10. Navigate to the Admin → Settings section of the LeanData Dashboard

 

11. After your configuration has been completed, click on the Restart Scheduler Button in the Restart LeanData Scheduler Job section on the upper left section of the page. Note: This will initiate LeanData processing in your Salesforce instance. Only restart the scheduler when you are ready for LeanData to begin processing your records continuously.

12. Notify your LeanData contact that installation has completed.

 

That’s it, LeanData is now installed!

 

Uploading a Bin File

At times, your LeanData Customer Success team will need to add/change some settings that are controlled on the LeanData end instead of on the front-end UI. These settings have to do with enabling/disabling LeanData products and features. Since your organization is operating without API access (Blind Configuration), these settings will need to be uploaded into the LeanData Configuration section manually. 

Settings files are org-specific, so you will need to provide your org’s SFDC ID to your LeanData representative to start the process. Next, your LeanData rep will send you a .bin settings file through email, which you will then need to Upload in this section. Once you’ve successfully loaded the file, a browser refresh will make the new products/features show up. 

This option is only displayed in Blind Organizations.

 

To upload a .bin file:

1. Save the .bin file to your computer from the email sent to you by LeanData.
2. Log into Salesforce.
3. Navigate to the LeanData tab.
4. Click on Admin to expand the section.
5. Click on Settings to display the Settings page.
6. Locate the LeanData Configuration section.
7. Click Upload.
8. Locate the .bin file in the search window and select it.
9. Click Open to upload the file.
10. Refresh your browser window to see any changes.

 

For more information about working with Blind Organizations in LeanData, please see our LeanData Blind Security Admin Guide:

https://leandatahelp.zendesk.com/hc/en-us/articles/360042868794-LeanData-Admin-Guide-for-Blind-Configuration

 

Attachments:
LeanData_-_General_-_Managed_App_Install_Guide_for_Blind.pdf