What's New?

• You can now invoke auto-conversion directly from a flow in Salesforce giving you full control over how and when a lead gets auto-converted to a contact.
• You can now use SOQL to determine the logic on which matched leads get auto-converted to a contact. This feature is configured in Custom Settings using the "WHERE Clause for Auto-Conversion" setting.

Bug Fixes

• No bugs were squashed in this version.

Released on March 25, 2024

What's New?

• Improve performance of the application.

Bug Fixes

• No bugs were squashed in this version.

Released on March 15, 2023

What's New?

• Added optional feature to only match Leads to Accounts with confirmed Email Domain(s).

Bug Fixes

• Fixed bug related to Contact Owner Realign and Matched Lead Owner Realign.

Released on December 31, 2022

What's New?

• Added optional feature to merge duplicate Leads with Contacts based on email address on auto-conversion.

Bug Fixes

• No bugs were fixed in this version.

Released on December 28, 2020

What's New?

• Added lazy loading to "Requires Confirming" table to improve performance.

Bug Fixes

• Fixed issue where scheduled realignment jobs would not run when scheduled if auto-convert was also turned on.

Released on December 2, 2020

What's New?

• Added "Align.ly Email Domain(s)" Lightning Component
• Displays when the "Email Domain(s)" field was last updated and provides a user interface to easily "confirm" that the email domains are correct and/or easily updated the email domain(s).
• This feature is especially useful for new customers rolling out Align.ly Lead-to-Account for the first time.
• Added one new out-of-the-box Report
• Locked Contacts
• Made improvements to the Align.ly Lead-to-Account user interface

Bug Fixes

• No bugs were fixed in this version.

Released on November 15, 2020

What's New?

• Added Lead and Contact Owner "Realign" feature
• Admins now have the ability to run an On-Demand or Scheduled Lead and/or Contact Owner "Realign" job.
• Options include Matched Lead Owner Realign, Unmatched Lead Owner Realign, and/or Contact Owner Realign
• Added two new out-of-the-box Reports
• Accounts with Matched Leads
• Accounts with or without Matched Leads
• Added two new Report Types
• Accounts with Matched Leads
• Accounts with or without Matched Leads

Other Minor Updates

• If a Lead is eligible to match multiple Accounts, the Lead will match to the Account with the earliest Created Date.

Bug Fixes

• No bugs were fixed in this version.

Released on August 16, 2020

What's New?

• Added native support for scheduling Align.ly Lead-to-Account.

Other Minor Updates

• Enhanced out-of-the-box reporting
• Minor UI improvements

Bug Fixes

• No bugs were fixed in this version.

Released on May 25, 2020

We are live with Align.ly Lead-to-Account 1.0!

Released on January 14, 2020