Optional Configuration

part 3 — optional configuration these features are not required for day to day use but unlock additional capabilities depending on your tier and workflow data controls ⚪ optional (salesforce advanced only) data controls let you populate selected salesforce fields with altrata data on a recurring basis this is only available on salesforce advanced ℹ️ custom objects are populated automatically as part of the integration data controls govern only standard objects (leads, contacts, accounts, person accounts) so you can avoid accidentally overwriting data you care about data preference options each mapped field gets one of two preferences override 🛑 use with extreme caution override replaces existing salesforce data with altrata data once override runs, the original salesforce value is lost — disabling override later does not restore it override also does not re run automatically when altrata data changes, so the field will sit with whatever value was written the last time override ran (until manually edited) fill empty populates the salesforce field only when it's currently empty existing data is left untouched configuring data controls by default, no fields are mapped and no preferences are selected field by field from the altrata settings app, open the data controls tab click into a salesforce field row and pick a target field from the dropdown (standard or custom) choose override or fill empty click save bulk use the select all dropdown at the top of the page choose a preference to apply to every mapped field click save ⚠️ bulk actions only affect fields that already have a salesforce field mapped unmapped rows are skipped manual matching ⚪ optional bulk matching handles most records automatically, but admins and users can also match records one at a time when needed manually link a record open the lead, contact, account, or person account record click link to altrata (if the record is already matched, the button instead reads unlink from altrata ) review the list of potential altrata matches use the search bar to filter by first name, last name, organization, or role title if needed select the correct match and click confirm the record is now populated with altrata data manually unlink a record open the matched record click unlink from altrata confirm on the pop up the altrata data is removed from the record