MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Align.ly Contact Role: Automatically Associate Contact Roles on Opportunities

By Align.ly LLC

Align.ly Contact Role automatically associates contacts to opportunities.

Free  

Never requires payment

Try It
Requires
Sales Cloud
Compatible With
Sales Cloud

Align.ly Contact Role enables you to automatically associate Contacts to Opportunities via the Contact Role. Create auto-association rules based on Tasks, Events, and Campaigns already logged to Contacts.

  • Demo of Align.ly Contact Role

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Align.ly Contact Role/January 2025 1.4.0
Listed On
02/09/2024
Latest Release
01/23/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/09/2024

Additional Details

Align.ly Contact Role is a simple, yet powerful native Salesforce application that automatically associates Contacts to Opportunities via the Contact Role. Is asking the sales team to update Contact Roles on Opportunities not the best use of their time? Want to make sure the full buying team is on every Opportunity? Align.ly Contact Role is the answer. Align.ly Contact Role gives you full control by allowing you to define granular contact role association rules. The average implementation of Align.ly Contact Role sees better than a 100% increase in their Contact Role coverage on their Opportunities.

Need help?

Align.ly LLC

Newburyport, MA

We'd love to help you! Please reach out via email or phone for a quick reply.

Support Phone(617) 819-4796
Other ResourcesEmailTerms & Conditions