Matching

matching in the altrata salesforce app the altrata app offers two methods of matching manual matching and automated bulk matching if manual matching is enabled, users can manually match records in leads, contacts, organizations, or person accounts to find relevant data to manually match a record 1 navigate to sf object click on the leads tab to display a list of your leads 2 select a record click on the lead you want to manually match with altrata data 3 link to altrata click the "link to altrata" button 4 review matches a list of matches based on the selected record’s name and company will appear 5 filter and confirm use the filter bar to narrow down matches by first name, last name, organization, or role title select the desired match and click "confirm" the salesforce record will now be populated with altrata data unlink from altrata to unlink a record from altrata data 1 select the record go to the record you want to unlink 2 unlink from altrata click the "unlink from altrata" button 3 confirm unlinking a pop up will ask for confirmation click "unlink" to remove the altrata data from the record bulk matching bulk matching is an automated process that will screen and match your salesforce records this is a asynchronous process matching duration is determined by number of records that are being matched and number of matches concurrently being processed it updates new and existing matches weekly to initiate bulk matching access altrata app settings go to the altrata app configuration page via the salesforce app launcher or in the navigation bar as stated above match management click the "match management" tab, then select "start matching" confirm bulk matching read the confirmation pop up and click confirm to begin the bulk matching process records will be automatically matched weekly, and your admin will be notified via email matched records will be categorized into three tabs 1 matched records with a match rate of 90% or higher 2 possible match records with a match rate below 90% that need manual review you can match or reject these individually or in bulk 3 no match records that could not be matched with the altrata dataset review these records in the no match tab matching newly created or updated salesforce records when new records are uploaded or created in salesforce, there's no need to wait for the bulk matching process or perform manual matching a third matching mechanism automatically matches and enriches newly created or updated records every few hours, ensuring your data stays up to date with minimal effort all matched records, whether through bulk, manual or automatic matching, can be found under the matched tab job change flag overview this feature enables administrators to identify and flag discrepancies in job company affiliations between salesforce and altrata databases by visually representing these disparities within salesforce records, users can promptly review and rectify any inconsistencies, ensuring that the platform's data remains current and reliable automatic discrepancy detection the system autonomously compares job company details between salesforce and altrata, flagging discrepancies as they arise visual flags flag indicators are prominently displayed within salesforce contact records in the job change flag field, alerting administrators to potential job changes or discrepancies for review job change tracking job change flag is triggered if changes occurred within the last 30 days, enabling efficient data analysis and management multiple employment handling the system accommodates contacts with multiple current employments, ensuring that each active job is accurately tracked and flagged if discrepancies exist absence of current employment detection in cases where a contact no longer holds a current employment in altrata, the system identifies this discrepancy, enabling administrators to review and update the salesforce record accordingly user friendly interface the system provides a user friendly interface for administrators to easily identify flagged records and take appropriate action we recommend placing the job change flag field on your details tab for easy visibility however, you can place this field on any tab within your contacts' profile page according to your preference benefits enhanced data accuracy by automatically detecting disparities between job company details in salesforce and altrata profiles, the system promotes data accuracy and integrity timely updates administrators can swiftly address discrepancies flagged by the system, ensuring that salesforce records reflect the most recent job information available in altrata efficiency the automated background processes efficiently identify and flag discrepancies, reducing the manual effort required to maintain accurate records alerts, automation, and reports use the job change flag to set up alerts for immediate notifications, automate workflow processes to streamline tasks, and generate reports for valuable insights into employment changes