Before installing the LeadAngel Application, ensure the following requirements are met:
LeadAngel is compatible with the following Salesforce editions:
If upgrading to a new package and encountering a compatibility warning, uninstall the previous version.
Your data and lead router configuration will remain intact as long as the new package is installed within 7 days.
The My Domain for your Salesforce organization must be set up and deployed to all users.
It is not mandatory to require all users to log in using the custom domain URL.
The app must be installed and activated in Lightning Mode to ensure proper functionality and security configuration.
Deliverability must be set to:
Access Level – All Email
Deliverability must be set to Access Level – All Email.