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I installed the app. Leads are still not matched against the account.

After installing the app, Leads are not matched to accounts unless LeadAngel app is activate by clicking on the “Activate LeadAngel App” button at LeadAngel home tab. This activation is needed so that you can authorize LeadAngel to sync required data and update back the lead record after matching. For more details, please see the SFDC App Setup page

Why are my Leads not getting assigned to Round Robin Sales team

Leads may not be routed to Round Robin Sales team for many reasons.

  1. Lead router must be “Active” for lead routing to work. Check the LeadAngel Lead Router configuration page to turn ON/OFF lead router.
  2. Ensure at least one of team member is “active” in salesforce. LeadAngel does not assign leads to deleted or inactive sales rep.
  3. If Assign to account owner is turned ON, then only the leads not matched to an account, or matched to an account with inactive owners will be sent for assignment to Round Robin Sales team.

Leads not being assigned

Leads may not be routed for variety of reasons. Check them one by one in order:

  1. Lead router must be “Active” for lead routing to work. Check the LeadAngel Lead Router configuration page to turn ON/OFF lead router.
  2. For leads to be routed, it must be first assigned to “LeadAngel Queue” (in Business edition), or the queue of your choice (in Enterprise edition). Once LeadAngel finds lead in designated queue, leads will flow through the assignment rules.
  3. Confirm that lead qualifies for least one of your assignment rule. The sales rep must have an active salesforce profile for a lead to be assigned to him/her

Example, if you have setup only to assign leads to account owners, and the account owner is not active, then the lead will be sent to next assignment rule. If there is no next assignment rule (or lead does not qualify for next assignment rule), then lead will stay unassigned, and re-assessed regularly until an active owner is found.

Installation Failure error with message “This app can’t be installed”

During installation, sometime “This app can’t be installed.” error is shown.

This is because Chatter and Publisher Actions are not enabled. Please modify Chatter settings to enable “Chatter” and “Actions in Publisher”, and reinstall the application.

Installation Failure error with message “URL not found”

 

This message is due to Salesforce login conflicts. Please start the setup process in new browser window, or in an incognito browser window by logging in.

Send Email Failed error

Email is not correctly setup in some organization (especially sandbox). If “No Mass Email Permission” error is displayed during setup (see below)

Check you Deliverability settings under Setup > Email > Deliverability. “Access to Send Email (All Email Services)” must be set to All Email.

Unable to Uninstall Package

LeadAngel App creates “LeadAngelUserPermissionSet” permission sets when installed. While uninstalling, you may get an error message “This permission set is assigned to one or more users. You can only delete permission sets that aren’t assigned to users.”.

To resolve the issue and proceed with uninstallation

  • Click on the LeadAngelUserPermissionSet hyperlink shown in the error screen
  • Click on “Manage Assignment”
  • Selects all users listed under the permission sets
  • Click on Remove Assignment

Once the permission set assignments are removed, the application can be uninstalled. After the application is uninstalled, LeadAngelUserPermissionSet will be removed.