The Salesforce Integration with LeadAngel allows you to connect your CRM, configure security settings, and customize layouts to improve lead-to-account matching.
This page provides an overview and links to detailed setup guides.
Pre-Requisite
Covers supported Salesforce editions, uninstalling previous versions, My Domain setup, and email deliverability requirements.
Installation and Activation
Step-by-step instructions to install LeadAngel in Salesforce Lightning Mode, activate the connection type of your choice, and run the initial matching process.
Layout Customization
Details how to adjust Lead and Account layouts in both Lightning and Classic modes, including adding custom tabs, components, and related lists.
Choose your Salesforce connection type for step-by-step setup: