Align.ly Help and Documentation
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  • Align.ly Lead-to-Account
  • Align.ly Attribution
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Getting Started

  • Installing from the Salesforce AppExchange
  • Adding the Align.ly Attribution Tab
  • Adding Campaign Member Related Lists to Opportunity
  • Updating the Campaign Member Page Layout
  • Creating Custom Fields on Campaign Member for Attribution Weights
  • Adding Custom Field API Names in Align.ly Attribution Settings
  • Creating Custom Fields on Campaign Member for Attribution Amounts
  • Overview of Align.ly Attribution Custom Settings
  • Running Align.ly Attribution for the First Time

Categories

  • Getting Started
  • Reporting
  • Advanced Configuration
  • Important Concepts
  • Best Practices
  • How It Works
  • Troubleshooting
  • Release Notes
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