Advanced Search

overview advanced search enables precise prospecting directly within salesforce by allowing users to identify executives, organizations, and influencers using altrata’s global dataset it is designed to help teams expand pipeline, improve match accuracy, and streamline record creation without leaving salesforce key benefits • target with accuracy using multi dimensional filters (role, location, industry, wealth tiers, education, and more) • streamline prospecting by converting search results directly into salesforce records • build higher quality pipelines with enriched executive and company insights • complete all actions inside salesforce without switching tools where to find advanced search in salesforce advanced search lives inside the altrata navigation experience • open salesforce • click the app launcher (9 dots) • search for “altrata” • select the module to launch it • (recommended) pin it to your navigation bar for quick access how it works advanced search allows users to query altrata data using structured filters and instantly return matching people or organizations choose your search mode use the tabs at the top of the page • people • organizations interface layout the interface is designed for speed and usability • filter panel (left) collapsible panel to define search criteria • results panel (right) displays matching results in real time • actions dropdown link to existing record or create new record • hyperlinked names click to navigate to profile ui behavior • results update dynamically as filters are applied • filters and results scroll together for a seamless experience search filters and criteria people filters • keyword search (free text) • name • gender • age range (with option to include unknown age) wealth filters (wealth users only) • wealth tier • liquid assets • asset type and value • donations (recipient, cause, amount) • relationship status • earnings indicator • wealth source • net worth range • country role filters • role title (e g , ceo, cfo, c suite) • role status (current, past, include unknown) • role type (board, employment, membership, committee) organization context • organization name • organization type • sector • industry • country • employee count • revenue • market capitalization education • institution • qualification type • completion year range organization filters • keyword or organization name • industry • sector • organization type (public, private, nonprofit) • country or city • employee count • revenue • market capitalization real time updates all filters update results instantly without requiring a manual refresh results and interactions results panel search results display key fields by default • name • organization • role / title • gender match indicators icons indicate whether a profile already exists in salesforce and is matched in altrata empty states clear system messages guide users to refine filters when no results are returned adding records to salesforce add as lead, contact, or account users can create new salesforce records directly from search results process • click the dropdown arrow • click “add as lead/contact/account” • fill out record validation fields • record is created and linked to the search result link to existing salesforce records for existing records • search for a salesforce record • select "link to existing record" • search and select the existing record • validate • record is linked error handling and validation advanced search handles common input issues gracefully • invalid numeric ranges • reversed minimum and maximum values • missing required fields • invalid or non numeric inputs common use cases and best practices • prospecting new opportunities use filters to identify high value individuals or organizations aligned to your target market • building targeted lists combine role, industry, and location filters to create focused outreach lists • improving data quality link or add records directly from trusted altrata data to reduce manual entry errors • start broad, then refine begin with high level filters and narrow results incrementally for better precision