Release Notes
3 min
Altrata Salesforce v1.20.0 Release Notes
Release Date: October 15, 2026 Version: 1.20.0
Installation Links
- Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=[Package_ID]
- Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=[Package_ID]
(Replace [Package_ID] with the version package ID, typically beginning with 04t.)
Match Management Updates
- Selection Controls: Possible matches no longer load with pre-selected options. Column header checkboxes allow bulk selection of Possible Match 1 or Rejections across the page, while individual rows can be confirmed independently.
- Persistent Selections Across Pages: Record selections now persist when navigating between pages or changing the displayed page size (retaining up to 1,000 selections).
- Entity Search with Prioritized Ranking: Added keyword search across the Salesforce Entity column with multi-field prioritized ranking (for people: Name > Organization > Role; for organizations: Organization Name > Industry).
- Sorting Options: Added sorting by highest match score as well as alphabetical sorting (AāZ / ZāA) on the Salesforce Entity column.
Profile & Matching Enhancements
- Manual Match Detail & Platform Linking: Manual match results now display State and Country. Users with Altrata platform entitlements can use the "View in Altrata" action to review candidate profiles directly in the web platform.
- Residential Address Storage: Available residential addresses and postal codes now display on Altrata profiles and persist directly to standard Contact, Lead, and Person Account records for use in native Salesforce reporting and automation.
- Board Roles Preview Ordering: The board roles preview now prioritizes current board members, sorted in descending order by start date.
Fixes & Technical Improvements
- Profile ID Reconciliation: Fixed an issue where re-screening unique matches during monthly bulk reconciliation could leave the parent Contact Profile ID blank. Surviving unique matches now correctly re-stamp the Profile ID.
- Tab Navigation: Fixed an issue where the Pathfinder and Upload Connections tabs failed to switch when clicked.
- Component Upgrades: Updated underlying Pathfinder and chart React packages for improved stability and rendering performance.