Contents:

• Overview
• Customization
• Email Notifications
• Advanced Settings
• Summary

 

Overview

The Route to Matched Account Node gives you the ability to assign a record to a User, Account Team, or Owner Mapping on an Account matched to the routed Lead.

 

Example: John is the LeanData Admin for GlobalWorld Software. He is currently building their Lead Router Flow. The goal of the flow is to get the Leads to the right owners. Using various nodes, he has filtered and matched the Leads to Accounts. When a Lead is matched to an Account, the Lead is routed to the owner of the Account using the Route to Matched Account node. 
 

Customization

You have a number of options to configure the node.

• Node Name
• Description
• Account Selection
• Lead Ownership
• Routing Schedules
• Alternate Field Assignment
• Email Notifications
• Advanced Settings

 

Node Name

By default, the Node Name is set to Route to Matched Account. You can change this label to anything you need. We strongly recommend giving this node a meaningful name such as the subject of the assignment. This will help others understand the purpose of the node. For our example, we would call this node, Assign to Account Owner.

Description
This field is not required but we recommend adding a description to document any customizations made to the node. If someone else needs to take over the management of the flow, the description will help them to understand the goal of the customizations.

Account Selection

Use this section to leave the Matched Account stored in the Account Match node selected or to pick any other Account stored in a variable, earlier in the flow. Leaving the Matched Account (Default) selected is the default mode.

 

Lead Ownership

The Lead Ownership Section has options for assigning the owner to the routed record.

• Matched Account Owner: This option lets you select the owner of the matched Account as the Lead owner.
• Matched Account Custom User Field: This option tells the Router Flow to use a specific User Look-up field on the matched Account record as the source of the owner information. Use the drop-down menu to select the desired field.

 

• Account Team: LeanData’s Account Teams feature allows you to create and manage multiple Account Team Routing Rules, to assign records based on the existing Account Team structures you have in place. Select the Account Team from the drop-down menu. For more information on using and setting up Account Teams, please see our Account Team Guide.
• Owner Mapping: LeanData Owner Mappings provide the ability to route records to an owner that is mapped to the Account Owner. This is typically used by organizations where SDRs / BDRs perform the initial lead qualification prior to Account Executive engagement. LeanData Owner Mappings will allow you to assign a Lead that matches an Account owned by an Account Executive to the Account Executive’s associated SDR / BDR. Select the Owner Mappings from the drop-down menu. For more information on using and setting up Owner Mappings, please see our Owner Mappings Guide.

Routing Schedule

The Routing Schedule section gives you options on how to honor user schedules. You can configure each node to honor all schedule types or any combination as needed.

 

Alternate Field Assignment

This Option will tell LeanData to update another field on your Lead record instead of updating the Owner field on the Lead record. 

• Assign Alternate Field Instead of Owner: When you select this option you will see a drop-down menu to select the target field.

 

Please Note: In order to use the Alternate Field Assignment, you must select the person to populate the Alternate Field from the Lead Ownership settings.

 

Email Notifications

The email notifications allow you to configure how the node can notify Users of either a successful operation or a failure. You can select an existing template or create a new message using Compose Email. To build a Success or Failure Notification you must:

• Pick the recipients
• Select an existing template or compose an email

Please Note: The only difference between the Success Notification and the Failure Notification is what triggers the message. If you wish to use both, you will need to configure both types of messages to send.

Email Recipients

Use these settings to select Users to send a message that the node operation was either a success or failure:

• Success Notifications: 
  • Use the Email Recipients section to pick the desired recipients of the notification.
    • New Owner - This option will send the notification to the new owner of the record.
    • Previous Owner - This option will send the notification to the previous owner of the record.
    • Email Addresses - This option will let you enter additional email addresses separated by a comma.
    • Additional Recipients - This option lets you send the notification to a User on the Lead or on the matched Account (if there is one previously matched in the flow).

 

Failure Notifications

• Use the Email Recipients section to pick the desired recipients of the notification.
  • Email Addresses - This option will let you enter additional email addresses separated by a comma.

 

Message

In the Message section you will create the email message that the node sends out. You have 2 options:

• Email Template - Use the email template option to select from your existing email templates in Salesforce.
• Compose Email - Use the compose email option to build an email notification using field(s) from the Owner, Routed Record, or a link to the audit log for the routed record.

Email Template

When you select the Email Template option, you will be asked to select the desired Salesforce Template. You cannot edit the message in LeanData. You can use the View Template link to view the selected template.

 

Compose Email

The Compose Email option allows you to create a new email message in the node. Use the Insert a Field picklist to add fields from the routed record to the message. 

 

You can insert fields from the routed record or any record related with the matched record. In addition to these fields, you can also insert a link to the audit log for this specific routing action, or to the audit log for every action performed on this record in LeanData. When selecting your field to insert, select either Audit Log Link or Full Audit Log Link to include the Audit Log URL in your message.

 

Use the Insert Relative Date to add the date the record was routed or a set number of days after the date the record was routed.

 

Advanced Settings

The Advanced Settings section gives you fallback options for the routed records and the ability to send the record to the next node of the graph as needed. 

• Invalid/Inactive User: This is a fallback condition in the event that the selected User is not active or invalid at the time of the routing. By default this will be set to End of Flow.
• Out of User Schedule: This edge is used if the selected user is not scheduled to accept records at the time of routing. This edge is only displayed when the Respect User Schedule options are selected.
• Record Already Assigned to Owner: This edge can be used if the routed record is already assigned to the Owner it matched to. Use this edge if you want to route records differently that are already assigned to the correct owner, to another node like Send Notification for a tailored message to the owner. This edge is disabled by default.
• Variable Not Found: The Variable referenced in this node cannot be found. This edge will be set to End of Flow by default, but can be used to direct to direct to another node.
• Next Node: This option allows the record to be routed to another node in the Router graph after the owner has been assigned. This edge is set to End of Flow by default, which will stop routing the record after this action.

 

Summary

The Route to Matched Account Node will allow you to assign a routed record to a User related to the Account the Lead has matched to. This node includes options for assigning to Account Teams, Owner Mappings, and using an alternate field assignment instead of setting the owner of the Lead. This node allows you to control how you assign the owner as well as tools for sending notifications on success or failure of the assignment. There are also fallback conditions to manage if the User is invalid or inactive.

 

For more information on working with router flows please see our Lead Routing Guide:
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