Ongoing Maintenance

part 5 — ongoing maintenance & reference managed package upgrades the altrata salesforce app uses push upgrades — new versions are pushed to your instance automatically this keeps every customer on a supported version and ensures you receive fixes and enhancements without manual upgrade work you don't need to take any action when a new version is released watch for release notes from altrata to learn what's new storage management the altrata managed package writes mostly text data, but the volume of records associated with a salesforce instance can require 1–3 gb of storage — especially during the initial bulk match monitor your salesforce storage and clean up unused data if you're approaching limits match maintenance after the initial bulk match matches refresh weekly automatically use match management to review matched, possible, and unmatched records use manual match to fix individual records when needed