Matching
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.
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 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.
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.
