Getting Started

part 1 — getting started overview the altrata salesforce managed package brings altrata's executive, organization, and wealth intelligence directly into your salesforce instance once installed and configured, your leads, contacts, accounts, and person accounts can be enriched with altrata data and surfaced inside the layouts your team already uses core capabilities include bulk and ongoing automated matching of salesforce records to altrata profiles full altrata profile viewing inside salesforce match management for matched, possible, and unmatched records pathfinder for relationship intelligence and warm path discovery connections (first and second degree) on individual records advanced search across the full altrata dataset, with filters tuned to your license profile requests for records not yet in the altrata database for general information on salesforce managed packages, please refer to the following extend your org with appexchange packages https //help salesforce com/s/articleview?id=xcloud distribution installed packages htm\&type=5 @