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):

Here's the formula to copy-and-paste:

The configuration of this rule looks like the following:

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