Enables the trigger, best match account check, and domain related functionality on the lead object.
Go to Setup > Custom Metadata Type.
Find Fullcast Settings and click Manage Records.
Click Edit.
Select the checkbox for Lead Trigger.
Field Mapping for Best Match Account
Match a Lead to an Account (Best Match Account) and set up the criterion that is needed to do the matching.
Go to Setup > Custom Metadata Type.
Find Fullcast Policy Rules and click Manage Records.
Click New.
Complete the following fields:
Field
Description
Field 1 Object
Select Lead.
Field 2 Object
Select Account.
Operator
Select and operator to indicate the comparison for the criteria.
Order
Select the order of precedence.
Note
To determine the best matching account for a lead, we can use multiple criteria defined in Custom Metadata. If the Account's domain is among these criteria, refer to the Account Routing section to properly enable domain-based matching on the Account object.