For new leads linked to existing accounts, based on matching rules (to be defined), the new lead is linked to the Account owner For new leads linked to unmatched accounts, Salesforce system will automatically rout new leads to a local administrator, for him to evaluate the right Lead
Please help me to do this.
Thanks,
Anjana
답변 2개
Hi, this is an old question, and may be you already have a solution. For the benefit of the community, I am posting the AppExchange URL of my app that would match Account and Leads. The app offers a free edition.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FvIdtUAF
