Policies
- Create a Lead Routing Policy in Salesforce
- Creating Best Match Account Rules in Salesforce
- Data Policy - Configuring Flow in Salesforce for Account Dedupe Policy
- Data Policy - Configuring Flow in Salesforce for Industry Taxonomy
- Data Policy- Configuring Account Dedupe Policy in Fullcast
- Data policy- Configuring Industry Taxonomy Policy in Fullcast
- 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 rerun rules?
- How to Use Basic Charts
- Introduction to Best Match Account Functionality and Rules for Fuzzy Matching
- Manage Exceptions in Round Robin
- Motion module and understanding policies
- New Hire Policy Overview
- Object Manager Setup for Policy Status