Matching

automated bulk matching (recommended) bulk matching is an automated process that matches your salesforce records to altrata this is an asynchronous process the duration of the bulk matching process can vary based on the number of records matched matches are updated weekly while records can be matched manually, it is highly recommended that the automated bulk matching be turned on for the best experience to initiate bulk matching navigate to the altrata app within the app launcher click on the match management tab when prepared to match, click start matching click confirm on the pop up to begin the bulk matching process manual matching records may also be matched on a case by case basis should this be enabled, users can manually match leads , contacts , person accounts , or accounts manually link a record navigate to the record click the link to altrata button if the record has already been matched, this button will display unlink from altrata a list of potential matches, if available, will be presented for your review you may optionally filter by first name, last name, organization, or role title in the search bar select the desired match and click confirm the salesforce record will now be populated with altrata data manually unlink a record navigate to the record click the unlink from altrata button confirm the unlinking by clicking unlink on the pop up window the salesforce record will now have the altrata data removed