Routing
- Configuring Tenant ID in Routing Policies
- Creating Best match Account Rules in Salesforce
- Data policy - Configuring Process builder in salesforce for Account Dedupe Policy
- Data Policy - Configuring Process builder in Salesforce for Industry Taxonomy
- Data Policy- Configuring Account Dedupe Policy in fullcast.io
- Data policy- Configuring Industry Taxonomy Policy in fullcast.io
- Dedupe policy configuration in Salesforce
- Editing Policies
- Enabling and executing policies
- Holdout Policy Configuration
- How does Best Match Account work?
- How to build your Industry taxonomy?
- How to configure US trade Embargo policy?
- How to set up an SLA policy
- How to Use Basic Charts
- Introduction to Best Match Account functionality and rules for fuzzy matching
- Manage Exceptions in Round Robin
- New Hire Policy Overview
- Object Manager setup for Policy Status
- Reading and Understanding policy status pages