---
title: "Configure Lead Routing Policy in Salesforce - Best Matched Account"
slug: "configuring-lead-routing-policy-in-salesforce-best-matched-account"
updated: 2026-04-23T21:02:32Z
published: 2026-04-23T21:02:32Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Lead Routing Policy in Salesforce - Best Matched Account

Enables the trigger, best match account check, and domain related functionality on the lead object.

1. Go to **Setup > Custom Metadata Type.**
2. Find **Fullcast Settings** and click **Manage Records**.
3. Click **Edit**.
4. Select the checkbox for**Lead Trigger**.

![Figure 1. Accessing Custom Metadata](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-udfr45jcu3.gif)

## 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.

1. Go to **Setup > Custom Metadata Type**.
2. Find **Fullcast Policy Rules** and click **Manage Records**.

![Policy Callout](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-nit1l04dlp.gif)
3. Click **New**.
4. 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]
> 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.