Bulk Matching
2 min
step 5 bulk matching 🟢 recommended while records can be matched manually, it is highly recommended that the automated bulk matching be initiated for the best experience bulk matching is an automated process that matches your salesforce records to altrata this is an asynchronous process duration depends on the size of your database — 2 3 hours per 100,000 records matches are updated in three different schedulers daily job – will screen only n ew/updated records weekly job – will screen only no match records monthly job – will screen only matched records do not run bulk matching until field mapping is fully configured this is your last chance to catch missing fields until the next bulk match run (especially the foundation brand person/org id's, if you're migrating from boardex, relsci, or wealth x) open the altrata settings tab from the app launcher click the match management tab click start matching confirm on the pop up
