Real-Time Lead-to-Account Matching

Real-Time Lead-to-Account Matching is a configurable feature that enables the ability to match a net new Lead to an Account before the Lead is saved to the Salesforce database. When turned on and a Lead is successfully matched to an Account, the Matched Account field on Lead will be updated. The Matched Account field is an Account Lookup field. 

When does it execute?

Real-Time Lead-to-Account Matching executes in a Before Insert trigger. This means that Matched Account will be updated before the Lead is saved to the database. It also means that if you have Set Lead Owner to Account Owner turned on then the Lead Owner will also be updated before the Lead is saved to the database.

It is important to note that this may impact your Lead Assignment Rules in Salesforce (see Related Articles).

Configuration

Go to Setup -> Develop -> Custom Settings then click "Manage" next to Align.ly Lead-to-Account

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