Overview

Any Object Routing gives you the ability to use the FlowBuilder interface to create and manage routing logic for any standard or custom Salesforce objects.. This will ensure that the objects that are relevant to your organization's specific processes get assigned to the appropriate owner automatically & actioned accordingly. 

For a more comprehensive overview of the Routing features that are available in Any Object Routing, please refer to the Any Object Routing Overview.

Once you have Any Object Routing enabled, if you begin running into issues where records are not routing, please refer to the following checklist.
 

Any Object Routing Checklist

• Has your Any Object Routing product been enabled by LeanData?
• Have the proper objects been enabled for Any Object Routing?
• Have you created the appropriate Flows in Salesforce?
• Has your LeanData graph been configured and deployed?

Please ensure to take the proper setup steps in our Any Object Routing Setup Guide.

 

For questions or additional assistance please contact LeanData Support.