Configuration
Welcome to the Altrata Salesforce App. This guide will help you through the onboarding process, including:
- Configuring Data Settings: Enhance data visibility by adjusting your settings.
- Customizing Salesforce Pages: Learn how to display Altrata fields on your Salesforce profiles.
- Adding Components and Buttons: Set up manual matching and Altrata components.
Follow the instructions below to get started.
Authentication and configuration of the Altrata application can only be done by a Salesforce admin. The changes made in Field Mapping and Data Controls will apply to all Salesforce users
There are two potential methods to access the Altrata app settings.
Method 1
1. Click on the App launcher on the top left in Salesforce
2. In the search box, type Altrata.
3. Click on Altrata.
Method 2
There is a possibility that the Altrata app will appear on your Salesforce navigation bar, if so, simply click on the Altrata tab.
This will direct you to the authentication page within the app.
To enable your organization and Salesforce users to use the Altrata app, an admin must enter their service account details. Once authenticated, configuration changes can be made.
- Enter the service account username in the Username field.
- Enter the service account password in the Password field.
- Enter the API key. The API key would have been sent to the admin separately from the installation URL and installation key email.
- Click the "Verify" button.
Field mapping ensures the matching logic is optimized and high quality matches are made. Accurate field mapping is crucial for accurate bulk matching between Salesforce and Altrata.
- On the Field Mapping tab, you will see three tabs on the left-hand side, allowing you to match any of the three record types (Note: Person Account will only appear if it is enabled in your Salesforce environment).
- Fields with a red asterisk are mandatory and must be mapped.
- Mandatory fields will be pre-populated for your convenience.
- Fields without a red asterisk are optional and can be mapped at your discretion.
Auto Match Threshold The auto-match threshold sets the minimum match score required for records to be automatically matched. Records with a match score greater than this threshold will be auto-matched. You can adjust this setting from the Field Mapping page.
1. To change mappings ,click into the Salesforce field and select a value from the drop-down menu.
2. Click ‘Save’.
To disable a row, click the disable icon next to each row.
Overview: The Data Controls GUI empowers customers with an intuitive interface to manage their Salesforce data integration with Altrata effectively. Through simple options including Override and Fill Empty, users can customize their data synchronization preferences to align with their business requirements. This user-friendly feature ensures data integrity while offering flexibility and control, ultimately enhancing the overall Salesforce experience.
The Data Controls GUI offers multiple features designed to streamline data management and enhance user control:
- Override Option:
- Function: Replaces existing Salesforce data with Altrata data, enabling users to synchronize data across platforms effortlessly.
- Example: If you have enabled override for your Salesforce field ‘First Name’ and in your Salesforce environment you have Bill Gates as a contact. However, in Altrata, we have him as William Gates, then that contact will display as William Gates.
- Note: Use carefully. Once the Override is set for a field, the original data is not retained. If the Override is later disabled or removed, the field will remain populated with the Altrata data unless new data is manually inputted by the user. The Override will not occur again if the Altrata data for that field changes.
- Example: Continuing with the previous example, If your first name Bill is overridden by Altrata first name William and then the Override is disabled, William will remain until manually changed, even if Altrata updates their own data from “William” to “Bill”.
- Fill Empty Option:
- Function: Populates only empty Salesforce fields with Altrata data, ensuring efficient data enrichment while minimizing unnecessary updates.
- Example: This option is ideal for filling in gaps in your data. For instance, if your Salesforce environment has 100 account records but only 50 have ticker symbols, configuring the Fill Empty option for ticker symbols will populate the missing 50 records with ticker symbols if Altrata has the relevant data.
To edit fields and data preferences:
- Click into the field and select a value from the drop-down menu.
- In the data preference control field, select one of the options.
- Click “Save”.
To apply one data preference control method for all fields:
- Tick the "Select All" checkbox.
- Select a data control preference in the Data Controls drop-down menu.
- Click "Save".
To include Altrata fields on the Details Tab, follow these instructions:
- Navigate to Record Page: Open a Salesforce object record page (e.g., Contact, Lead, Account).
- Edit Page: Click the gear icon in the top right corner and select ‘Edit Page’.
3. Select page: Now click on the page as highlighted below with arrow, and on the right side you would see an option to add a Add tab.
4. Create a new tab: By default, a new 'details' tab will be formed when you click the Add Tab button. Click the newly created details tab as shown below.
5. Create a Custom tab: Now click on the tab label & select the option 'Custom', Once selected name the custom label as "Altrata".
6. New Custom tab created: Once created you will see the new created tab named "Altrata" at the last on the page.
By default, your Salesforce pages will not include Altrata components. Adding these components allows you to see relevant data and enable manual matching for some or all of your users.
To enable manual matching, you will need to do the following:
- Go to a Lead, Contact or Account record.
2. Select a record.
3. Click the gear icon on the top right hand of the page and select "Edit Page".
4. In the left-hand search bar, type “Altrata Link Unlink”.
5. Click and drag the component to your desired location on the page.
6. Click “Save”.
To add page components:
- Repeat steps 1-3 from "Manual Matching".
- Select a custom component from the Custom section on the left-hand side.
- Drag the component to the desired location on the page.
- Click "Save".
To add Individual components:
- Repeat steps 1-3 from "Manual Matching".
- Select a custom component from the Custom section on the left-hand side.
- Drag the component to the desired location on the page.
- Click "Save".
