Installing from the Salesforce AppExchange
When installing Align.ly Lead-to-Account, select "Install for All Users" then click "Install".

Last Updated: December 9, 2020 at 11:43 AM ET
Align.ly Lead-to-Account
Align.ly Lead-to-Account
When installing Align.ly Lead-to-Account, select "Install for All Users" then click "Install".
Last Updated: December 9, 2020 at 11:43 AM ET
Last Updated: December 9, 2020 at 11:43 AM ET
Last Updated: December 9, 2020 at 11:43 AM ET
Last Updated: December 9, 2020 at 11:43 AM ET
Last Updated: December 9, 2020 at 11:43 AM ET
Last Updated: December 9, 2020 at 11:43 AM ET
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):
Here's the formula to copy-and-paste:
The configuration of this rule looks like the following:
Last Updated: December 9, 2020 at 11:43 AM ET
Last Updated: December 9, 2020 at 11:43 AM ET
Last Updated: December 9, 2020 at 11:43 AM ET
Last Updated: December 9, 2020 at 11:43 AM ET