Align.ly Align.ly

Getting Started

Align.ly Lead-to-Account

  • Installing from the Salesforce AppExchange

    When installing Align.ly Lead-to-Account, select "Install for All Users" then click "Install".

    Install from the Salesforce AppExchange

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Configuring Tabs, Related Lists, and Page Layouts

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Updating Email Domains on Accounts

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Matching Existing Leads to Accounts

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Configuring Real-Time Lead-to-Account Matching

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Setting Up Lead Routing

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Integrating Lead Assignment Rules

    Lead Assignment Rules are relevant when using the "Set Lead Owner to Account Owner" option in Align.ly Lead-to-Account.

    Align.ly Lead-to-Account will update Matched Account and Lead Owner BEFORE Lead Assignment Rules run in Salesforce.

    As a best practice, we recommend adding the following rule as the first rule (or what makes sense for your business):

    Matched Account Assignment Rule

    Here's the formula to copy-and-paste:

    The configuration of this rule looks like the following:

    Matched Account Formula

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Turning On Auto-Conversion of Leads to Contacts and Accounts

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Configuring Matched Lead, Unmatched Lead, and Contact Owner Realign

    Last Updated: December 9, 2020 at 11:43 AM ET

  • Scheduling Align.ly Attribution

    Last Updated: December 9, 2020 at 11:43 AM ET