Contents:

• Overview
• General FlowBuilder Actions
• Accessing FlowBuilder
• Adding & Editing Graphs
• Deploying a Graph
• General Node Actions
• Errors and Validation
• Node Colors
• Multi-Node Actions & Shortcuts
• Graph Organizer
• Comments
• Node Guides
• Routing Templates & Snippets
• Routing Preview

 

Overview

LeanData Router gives organizations a visual interface (FlowBuilder) to create and manage routing logic, ensuring that records get assigned to the appropriate owner automatically. Router incorporates LeanData’s powerful matching algorithms, allowing you to create routing logic based on matches to other objects.

In addition to assigning recrods to the correct owners, Router offers you powerful actions such as auto conversion, auto Account creation, Task creation, round-robin functionality, and more.

 

General FlowBuilder Actions

Accessing FlowBuilder

1. Click on the LeanData tab from Salesforce.
2. Within LeanData click Routing > Leads (or other object) > FlowBuilder

Adding & Editing Graphs

You can create a new graph by clicking the Create Graph button on the main FlowBuilder page.

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 launch icon to deploy that graph.

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

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

 

General Node Actions

Once within a graph, you can customize your 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 several 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 processing to stop at your selected node, simply select End of Flow.

Alternatively, you can click the Stop Sign icon to set a particular edge to End of Flow, or click the crosshairs icon to assign that edge visually on the main flowchart graph view by clicking the node to which you would like that edge to proceed.

2. If you are already in the main flowchart graph view, you can click on the yellow triangle and drag the edge you wish to direct to the next node to which you would like that edge to proceed.

 

Errors and Validation

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.

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

 

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.

Clicking on Add Color will give your more color options you can use.

 

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.

 

Graph Organizer

You can use colors to collapse and expand sections on your graph that have the same color to reduce visual complexity and more easily understand the portion of the graph you're working on and view different sections of your graph at one time.

Note: You will only be able to collapse ALL nodes of the same color. You cannot collapse a selection of differently colored nodes.

To collapse a group of nodes of the same color, right click a node of the color you wish to collapse.

You will be shown a menu where you can either collapse nodes of the selected color, or you can select all of the remaining nodes in your graph that are the same color as your selected node.

If you click Collapse, all nodes of that color will collapse into a node group icon in the color of your collapsed nodes. You can move the collapsed nodes group around the canvas area as you wish, but the locations of all the original nodes will be saved.

Please note: Entry Nodes cannot be collapsed, regardless of color. If an Entry Node shares a color with the nodes you are attempting to collapse you will need to change the color of the Entry Node to a different color before collapsing the other nodes.

Node Group Location

The node group will be located at the midpoint of all the collapsed nodes. If the node group is not situated where you expect, expand the node group again to see where if an outlier node has the same color. All nodes of the selected color will be collapsed into the node group, even if they are not connected to one another. This may create some unexpected visual connections when they are consolidated. Please keep this in mind when assigning colors to your nodes and using the graph organizer feature.

Please note: Graph Organizer is simply a tool for organizing your graph visually. It does not affect the operation of your graph. You can easily return your nodes to their original location by expanding the collapsed node group.

Edges for Node Groups

All edges proceeding from a node outside the collapsed group into nodes within the group will be consolidated visually into one line. This will not affect the functionality of these edges.

All edges proceeding from nodes inside a collapsed group to a node outside the collapsed group will be consolidated visually into one line. This will not affect the functionality of these edges. The same applies for edges proceeding from one collapsed group into another.

Once collapsed, you can right click on a collapsed node group and you will see a menu appear with an Expand option. Expanding the node stack will return the collapsed nodes back to their original position on the FlowBuilder canvas.

If there is an error in one of the collapsed nodes, the collapsed group will be outlined in red to indicate an error state.

If you add a new node of a color that has been collapsed, you will be able to place it on your graph and configure it apart from the node group, but upon saving or validating your graph, it will be included in the collapsed node group with other nodes of the same color.

Please note: Routing Insights will only display the fully expanded version of the graph.

 

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 LeanData Router. For more detailed information on these nodes and how they function please see our Node Guides in the LeanData Help Center.

 

Routing Templates & Snippets

Using Routing Graph Templates

If you do not know how to get started, you can start with one of LeanData's Routing Graph Templates. If you use a template as a starting point, you can customize it to fit your needs.

For more information on Routing Templates, please see the Routing Templates Guide.

 

Using Routing Snippets

If you are looking for ideas for components to add to your graph, or you don't know how to set up a specific use case, you can reference LeanData's Routing Snippets. Click on Browse Snippets near the top of the page to see available snippets which you can copy and paste into your graph.

For more information on Routing Snippets, please see the Routing Snippets Guide.

 

Routing Preview

In some cases, you may wish to test your changes to a graph without actually deploying that graph and modifying an actual record. In order to preview how a graph would operate if a record were to be triggered and routed through it, you can utilize the Routing Preview functionality. For more information, please see the Routing Preview Guide.

 

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