Getting Started
- Installing from the Salesforce AppExchange
- Configuring Tabs, Related Lists, and Page Layouts
- Updating Email Domains on Accounts
- Matching Existing Leads to Accounts
- Configuring Real-Time Lead-to-Account Matching
- Setting Up Lead Routing
- Integrating Lead Assignment Rules
- Turning On Auto-Conversion of Leads to Contacts and Accounts
- Configuring Matched Lead, Unmatched Lead, and Contact Owner Realign
- Scheduling Align.ly Lead-to-Account