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:
