Correlead Release Notes

Latest release information and what’s new.

Product Information

Quick Start Guide

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Version 3.5.1

Released March 5, 2018

  • Fixed issue with lead email to account email domain matching.

Version 3.5

Released October 10, 2018

  • Added option to turn off Use Email Domain Blacklist.
  • Fixed Auto-Create Account on Update issue where it will create another account (v3.4.1 only).
  • Removed Contact matching option as that is currently done only when converting the lead.

Version 3.4.1

Released October 10, 2018

  • Fixed contact creation on auto-convert on insert and update when email is not supplied.
  • Fixed assigning account owner when matching accounts.

Version 3.4

Released August 31, 2018

  • Updated application to make setup simple and easy.
  • Updated Correlead App Home page:
    • How-to videos are included right from the Home page.
    • Added all key links to documentation, support, and feedback.
    • Links to the Custom Settings and Lead Assignment rules.
    • See the latest Forcivity news and blog posts.
  • Add Backup and Restore of Lead Assignment Rules.
  • Support for multiple email domains.

Version 2.1

Released February 19, 2018

  • Bug fixes and stability fixes.
  • Added functionality to use Salesforce Duplicate and Matching rules to associate leads to accounts.

Version 2.0

Released January 30, 2018

  • Fixed null object error when contact email domain is a null value.
  • Added lead-level field and custom setting to control whether matched leads are assigned to the matched account’s owner.

Version 1.7.1

Released July 2, 2017

  • Fixed bug when auto converting leads with no account association previously.

Version 1.7

Released April 4, 2017

  • Fixed bug in contact domain matching when editing contacts.

Version 1.6.2

Released March 7, 2017

  • Adjusted how contact edits are handled to remove errors for duplicate.

Version 1.6.0

Released January 17, 2017

  • Adjusted custom settings to public visibility.

Version 1.5.0

Released December 19, 2016

  • Correlead will now auto convert Leads when Leads are updated. Previously, Leads were only auto converted during Lead creation.
  • Correlead behavior can now be controlled through hierarchical custom settings for auto-association to Accounts, auto-creation of Accounts and auto-conversion of Leads for both inserts and updates of Leads.

Version 1.4.1

Released June 22, 2016

  • Correlead will now associate Accounts when Leads are created as well as when they are updated. Previous releases would only associated Leads to Accounts during Lead creation.
  • Contacts to Multiple Accounts impact – because Correlead only associates email domains to Accounts through the primary Account assignment on the Contact object, Salesforce’s new Contacts to
  • Multiple Accounts feature does not impact Correlead’s functionality.

References & Learning Resources

Correlead – Overview

Email Domain Features

Backup and Restore

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