Fields

• Account
• Email Domain(s) - Text(255)
• Email Domain(s) Last Confirmed - Date/Time
• Email Domain(s) Last Updated - Date/Time
• Geography Match - Picklist
• Lock Account - Checkbox
• Requires Confirming - Formula (Checkbox)
• Contact
• Lock Contact - Checkbox
• Lead
• Lock Lead - Checkbox
• Matched Account - Lookup(Account)

Triggers

• If real-time lead-to-account matching is turned on, a before insert trigger will run on Lead. The trigger will update Matched Account and, if lead routing is turned on, the Lead Owner.

Batch Jobs

• Batch jobs are the primary mechanism that Align.ly Lead-to-Account uses to update fields on Lead and Account. These batch jobs can be scheduled to run daily in the app.

1. Go to the Align.ly Lead-to-Account listing on the Salesforce AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G9IMtUAN
2. Click "Get It Now"
3. When installing, select "Install for All Users" then click "Install".

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: