Altrata Salesforce App - FAQ
The Altrata Salesforce App is a data integration tool designed to enrich Salesforce CRM records with Altrata’s data on professionals and organizations. The app automates record matching and data enrichment, and provides alerts for job changes, making it easier for teams to maintain up-to-date CRM data.
The app is intended for Salesforce users, including sales, marketing, and account management teams, who benefit from enriched CRM data. It is especially useful for teams focused on client acquisition, marketing, dealmaking, and relationship management. Salesforce administrators will also take great benefit from this tool due to it's automated matching and enrichment of records.
The app can be installed via the Salesforce AppExchange. After installation, the administrator must complete authentication, configure field mapping, and set up data controls. Detailed setup instructions are available in the app’s user guide.
To access and use the Altrata app, users typically need standard Salesforce permissions for accounts, contacts, and leads. Admin permissions may be required for setup tasks, including field mapping and configuring data controls.
The app uses an automated matching process that matches existing Salesforce records to Altrata’s database based on various data points, such as names and organizations. After the initial bulk match, the app performs weekly matches and also updates newly created or modified records within a few hours.
Go to "Setup" in the upper right corner of the application, then put "Person Account" into the quick find search box. After entering it, finish the setup requirements, such as signing the Organisation Impact Acknowledgement, and if necessary, create the account record type using the instructions below.
Create a record type for business accounts: -Salesforce Classic: From Setup, click Customize | Accounts | Record Types. -Lightning Experience: From Setup, click Objects and Fields | Object Manager | Account | Record Types.
After confirming the aforementioned settings, set read permission and organization-wide sharing. After completing the aforementioned requirements, enable the person account. When this person's account is enabled, it will be displayed in the field mapping area alongside the lead, account, and contacts.
The job change alert appears when a contact’s current organization in Salesforce does not match any current employment information for the same contact in Altrata’s data. This alert, displayed on the Altrata tab, helps teams keep track of key employment changes in their contacts. Alerts are delayed by 24 hours after a discrepancy is detected and remain for up to 30 days.
Automated bulk matching is a process that matches Salesforce records against Altrata data, enriching unique matches with relevant professional information. This process runs on initiation and then weekly to ensure ongoing data accuracy with minimal manual effort.
Manual matching allows users to link specific Salesforce records to Altrata profiles directly. Users can manually search for contacts or accounts by name or organization and select the appropriate match when automated matching confidence is low.
Data Controls allow Salesforce Admins to define how Altrata data interacts with Salesforce data fields. For instance, Admins can configure fields to be “Overridden” with Altrata data or “Filled Empty” where no existing Salesforce data is present.
Altrata enriches various fields, including board and employment roles and titles, organization details, educational background and memberships. Enriched data helps maintain comprehensive profiles for contacts, leads, and accounts.
Yes. Using Data Controls, Admins can specify which fields Altrata data should populate and how it interacts with existing Salesforce data. Fields can be set to “Override” or “Fill Empty,” allowing flexibility in data integration.
Possible Matches refer to records with a lower confidence score that require manual review. For example, if a contact has a name that could match multiple Altrata profiles, these appear under Possible Matches for the user to confirm or reject manually.
The job change alert is displayed with a 24-hour delay after the app detects a discrepancy between Salesforce and Altrata data. This alert also expires after 30 days if the discrepancy remains unresolved.
If automatic matching isn’t working as expected:
- Ensure that the field mapping settings are correctly configured.
- Verify that Altrata authentication is active.
- Check for any custom field modifications that could impact matching accuracy. If issues persist, contact the Altrata support team.
If the Altrata tab is not displaying data, check if:
- The contact, lead, or account is correctly linked to Altrata.
- Bulk or manual matching has been performed.
- There are any permission restrictions. If data is still missing, an admin should review data controls or contact support.
To update the match threshold, go to the Altrata Field Mapping settings and adjust the threshold value. This setting will impact how closely Salesforce records need to match Altrata data to be considered auto-matched. Any changes made will be implemented for the following instance of matching and enrichment.
If certain fields are not populated, it may be due to:
- Data Controls settings – fields set to “Fill Empty” will only populate if they are blank in Salesforce.
- Limited or missing Altrata data for the specific contact. Some data may not be available in Altrata.
The Altrata app follows industry-standard security protocols for data encryption and access. Salesforce Admins can control user permissions and data visibility, ensuring data compliance within their organization.
Yes. Once matched and enriched, Altrata data becomes part of the Salesforce record unless manually removed. Data visibility can be configured through Data Controls, allowing Admins to customize how Altrata data integrates with existing records.
For further assistance, please refer to the User Guide or contact Altrata Support.
