Getting Started

Align.ly Lead-to-Account

Overview of Components

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. Installing from the Salesforce AppExchange

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

2. Configuring Tabs, Related Lists, and Page Layouts

3. Updating Email Domains on Accounts

4. Turning on/off "Only Match Confirmed Email Domain(s)"

By default, Align.ly Lead-to-Account has a setting called "Only Match Confirmed Email Domain(s)" turned on.

When on, this feature makes sure that Leads are only matched against Accounts that have had their email domain(s) confirmed (see previous video).

When you first roll-out Align.ly Lead-to-Account in production, we recommend keeping this feature on. However, if you haven't yet confirmed any of your email domains (see previous video), Align.ly Lead-to-Account will not match Leads to any of your Accounts.

Likewise, if you are installing Align.ly Lead-to-Account in a sandbox and want to test the matching, but don't necessarily care about the accuracy, you can turn off this feature.

To turn off the feature, go to Setup (in Salesforce) -> Custom Settings -> Click "Manage" next to Align.ly Lead-to-Account. Then uncheck "Only Match Confirmed Email Domain(s)" and click Save.

5. Matching Existing Leads to Accounts

6. Configuring Real-Time Lead-to-Account Matching

7. Setting Up Lead Routing

8. 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):