LeanData Matching API
The Matching API from LeanData — 1 operation(s) for matching.
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OpenAPI Specification
openapi: 3.2.0
info:
title: LeanData and Round Robin Matching API
description: Real-time Salesforce-native matching and routing via the LeanData managed package Apex REST endpoint. Includes lead/contact/account matching, duplicate detection, related-record lookups, and round-robin assignment.
version: 1.0.0
servers:
- url: https://yourinstance.my.salesforce.com
tags:
- name: Matching
paths:
/services/apexrest/LeanData/LeanDataAPI:
post:
tags:
- Matching
summary: One Time Routing
description: 'Purpose: Runs one-time routing via a specified graph on a set of standard objects (Lead, Contact, Account, Opportunity, Case) based on SOQL query
Required Body Params:
@param ''requesterName'' Name of the API caller
@param ''apiType'' Type of API call
@param ''version'' LeanData API version (should be 2)
@param ''objectType'' Type of object to route
@param ''condition'' SOQL condition to query i.e. Title = ''CEO''
@param ''graphName'' Name of the graph to use for 1x Routing
@param ''notificationsDisabled'' Disables all notifications from 1x Routing
@param ''nodeType'' ''Trigger'' or ''Update Trigger'' to enter from Insert Or Update Trigger Nodes respectively
@param ''edgeName'' Name of edge from Trigger Node e.g. ''Lead is MQL''
Optional Body Params:
@param ''allowDedupe'' Flag to allow deduplication. Value will by false by default
@param ''businessUnitId'' Id of the specific business unit graph to route the object through. Value will by null by default
@param ''orderBy'' sort records that are found from SOQL condition (i.e. "CreatedDate DESC")
@param ''queryLimit'' limit the records found from SOQL condition
@param ''respectSchedules'' Route records only to available users
Available in version 1.500+ of LeanData'
requestBody:
content:
application/json:
schema:
type: object
example:
requesterName: LeanData
apiType: routing
operation: oneTime
version: '2'
objectType: Lead
condition: Title ='CEO'
graphName: Test Routing Api
notificationsDisabled: false
sendEmail: true
nodeType: Update Trigger
edgeName: Lead is MQL
parameters:
- name: Authorization
in: header
schema:
type: string
example: Bearer {{sessionid}}
- name: Content-Type
in: header
schema:
type: string
example: application/json
responses:
'200':
description: Successful response
content:
application/json: {}
operationId: postServicesApexrestLeanDataLeanDataAPI
x-operation-id-source: derived