---
title: Optional Configuration
slug: optional-configuration
createdAt: 2025-05-27T18:34:37.955Z
---

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**.

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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.
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### Data preference options

Each mapped field gets one of two preferences:

**Override**

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🛑 **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).
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**Fill Empty**

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Populates the Salesforce field only when it's currently empty. Existing data is left untouched.
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### Configuring Data Controls

By default, no fields are mapped and no preferences are selected.

**Field-by-field:**

1. From the Altrata Settings app, open the **Data Controls** tab.
2. Click into a Salesforce field row and pick a target field from the dropdown (standard or custom).
3. Choose **Override** or **Fill Empty**.
4. Click **Save**.

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***Note: ***All Altrata-owned fields are prefixed with "Altrata".
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**Bulk:**

1. Use the **Select All** dropdown at the top of the page.
2. Choose a preference to apply to every mapped field.
3. Click **Save**.

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⚠️ Bulk actions only affect fields that already have a Salesforce field mapped. Unmapped rows are skipped.
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