LeanData AI Feature Overview
Overview of LeanData AI features: what the AI capabilities do across routing, matching, and scheduling.
Overview of LeanData AI features: what the AI capabilities do across routing, matching, and scheduling.
Add the LeanData IP address to your Salesforce login IP whitelist so LeanData integration users can connect. Exact ranges and steps.
LeanData processing explained: real-time routing vs CCIO batch processing and when each runs.
LeanData Job Status FAQ: what routing and processing job statuses mean and how to act on them.
Admin guide: use your own Gemini API key with LeanData AI features. Configuration and requirements.
LeanData admin token authorization guide: set up token-based authorization for LeanData features.
What to do in LeanData when your organization changes its email domains, so matching and routing stay accurate.
What to do in LeanData after your Salesforce sandbox org is refreshed, so LeanData keeps working.
LeanData Routing Scheduler FAQ: what happens when Notifications are disabled.
LeanData Salesforce Releases upgrade freeze FAQ: how Salesforce release windows affect LeanData upgrades.