Align.ly Lead-to-Account
Align.ly Lead-to-Account
If a Lead is eligible to match more than one Account, the Lead will match to the Account with the earliest Created Date (ie the first Account created).
Example:
When a new Lead is created with @example.com, it will match to Account #1 since Account #1's Created Date is before Account #2's Created Date.
It is common to have Leads and Contacts with email addresses that use personal email domains like @gmail.com or @yahoo.com.
Align.ly Lead-to-Account analyzes the Contacts on each Account and summarizes unique email domains into the Email Domain(s) field on Account. In order to ensure personal email domains (@gmail.com, @yahoo.com, etc) are not summarized into the Email Domain(s) field, Align.ly Lead-to-Account utilizes an Email Domain Exclusion List for personal email domains.
When you install Align.ly Lead-to-Account, your Email Domain Exclusion List will be pre-populated with a list of common personal email domains.
Yes, you can remove an email domain from the Email Domain Exclusion List.
Go to "Setup" -> "Develop" -> "Custom Settings" then click "Manage" next to Email Domain Exclusion List.
To remove an email domain, click "Del" next to the email domain you want to remove.
Yes, you can add an email domain from the Email Domain Exclusion List.
Go to "Setup" -> "Develop" -> "Custom Settings" then click "Manage" next to Email Domain Exclusion List.
To add an email domain, click the "New" button then enter the email domain (include the "@" sign) in the Name field. Click "Save" to add the email domain to the Email Domain Exclusion List.
Yes, the Email Domain(s) field is a Text field that supports up to 255 characters. We find this is sufficient to typically support between 12-15 email domains. If you find that you have Accounts with more than 12-15 email domains and are receiving an error from Salesforce/Align.ly, most likely this is the result of Contacts with email domains that shouldn't be on the Account and/or the need to have multiple Accounts.
To resolve this issue, refer to the Related Article below titled "How do I prevent the wrong email domain from being summarized on Account?".
In order for Leads to match to Accounts, you need to have one of the following settings turned on:
When run, Align.ly will attempt the match the domain portion of the Email field on Lead (ie @coca-cola.com) to a domain in the Email Domain(s) field on Account. If there is a match, the Matched Account field on Lead will be updated.
Yes. We've designed Align.ly Lead-to-Account to be extremely flexible and configurable. In "Custom Settings" you have the option to toggle on/off the following:
Align.ly Lead-to-Account is designed to give you the ultimate control of how and when Align.ly jobs are run.
On-Demand refers to the ability to click a button from the Align.ly Lead-to-Account management page and either run the jobs in order, or run the jobs one at a time.
Scheduled refers to the ability to schedule days/times for when you want the Align.ly jobs to run automatically. You have granular control of which jobs you want to run as indicated on the Align.ly Lead-to-Account management page.
Yes. The Matched Account field on Lead is simply a Lookup field, so it can be manually updated. It is common to manually update Matched Account for Leads that have personal email addresses like @gmail.com or @yahoo.com.
If Matched Account is manually updated, it will not be overwritten by any of the Align.ly jobs.
If Matched Account is manually updated and Lead Auto-Conversion is active, the Lead will convert to a Contact under the matched Account as long as Lock Lead is set to FALSE.
No. Once a Lead has a value for Matched Account, it will not be overwritten by an Align.ly Lead-to-Account job.
However, a Salesforce user can manually update and/or delete the value for Matched Account.
No. We have found that converting Leads in real-time creates sync problems with third-party integrations (HubSpot, Marketo, SalesLoft, Outreach, etc).
We do however support matching Leads to Accounts in real-time as well as updating the Lead Owner to match the Account Owner in real-time, so new Leads will always route to the appropriate Salesforce user.
It is best practice to keep the the record as a Lead and then convert the Lead to a Contact using an on-demand or scheduled job.
Align.ly Lead-to-Account will update Lead Owner (if setting is turned on) BEFORE lead assignment rules run. If you do not want lead assignment rules to overwrite the new Lead Owner for Leads with a Matched Account, add a formula rule:
Here is how the rule should be configured:
Copy and paste the formula:
Here is how the rule will look in your Lead Assignment Rules list:
No. Align.ly only matches Leads to Accounts based on email domains. We have found that fuzzy matching on company name is nearly impossible to get right and many times results in Leads being matched to the wrong Accounts.
Matching a Lead to the wrong Account can have negative impacts on lead routing, email nurturing, lead enrichment, marketing metrics, auto-conversion, etc. Our philosophy is to match 95% of Leads to the correct Accounts 100% of the time instead of attempting to match 100% of Leads to the correct Accounts, but only getting it right 95% of the time.
