Advanced Search

advanced search advanced search is the primary prospecting interface inside salesforce it lets you query the entire altrata dataset using structured filters and act on results without leaving salesforce where to find it open salesforce click the app launcher (9 dot icon) search for altrata and select the module tip pin altrata to your navigation bar for one click access how it works advanced search has two modes, switched via tabs at the top individuals — search for people organizations — search for companies and institutions the interface has three areas filter panel (left) collapsible; defines your search criteria filters are grouped (e g , individual filters , wealth filters , role filters , organization filters , education filters ) and can be expanded or collapsed independently results panel (right) updates in real time as you change filters each result shows the person's name, role, and organization, along with key attributes (role type, gender, age, net worth, and wealth indicators like confirmed vhnw or likely vhnw where applicable) actions menu the dropdown arrow on each result row lets you add the person as a lead, contact, or account, or link them to an existing salesforce record click any name in the results to open the full altrata profile ℹ️ filter and field reference for the complete list of available filters and the data points returned in each result, see the altrata data dictionary wealth filters (license gated) wealth filters and wealth related result attributes (net worth, vhnw indicators, asset details, donations, wealth source, etc ) are only visible to clients with a wealth universe license if you don't see wealth filters in the filter panel or wealth attributes on result rows, your license doesn't include the wealth universe contact your altrata account manager to discuss upgrading working with results results update in real time as filters are applied — no manual refresh needed filters and results scroll together for a seamless experience icons on each row indicate whether the person already exists in salesforce and whether they're matched in altrata if no results return, the system surfaces a clear empty state message refine your filters and try again adding records to salesforce add a new record from a result click the dropdown arrow on the result choose add as lead , add as contact , or add as account fill out the validation fields save the new salesforce record is created and linked to the altrata profile link a result to an existing salesforce record click the dropdown arrow on the result choose link to existing record search for the existing salesforce record select it and validate error handling advanced search validates input and surfaces clear messages for common issues invalid numeric ranges, reversed min/max values, missing required fields, and non numeric values where numbers are expected best practices start broad, then narrow begin with one or two filters and add more as needed stack filters across groups (e g , role + industry + location, or wealth tier + geography) for tightly scoped outreach lists add records directly from search results instead of re keying them into salesforce — this reduces manual entry errors and ensures the altrata match is preserved