Salesforce App
9 min
introduction the altrata salesforce managed package enriches your instance with altrata’s detailed information, providing enhanced insights into key accounts and contacts this guide is designed to support you at each stage installation instructions on installing the altrata salesforce managed package configuration apply visualforce elements to page layouts, configure the automated matching process, and set up related custom objects ongoing maintain match management, feature releases, and faqs for general information on salesforce managed packages, please refer to the following https //help salesforce com/s/articleview?id=xcloud distribution installed packages htm\&type=5 prerequisites to use the altrata salesforce app, ensure the following prerequisites are met a salesforce administrator who can complete the installation/configuration an active subscription to the altrata salesforce managed package active altrata service credentials the link to the salesforce managed package for installation you are leveraging a salesforce instance that supports lead, contact, and/or person account object types additional considerations while the altrata salesforce managed package is primarily text based in terms of datapoints written to the instance, the number of records associated with your salesforce instance could require 1 3 gb of available space this is especially critical during the initial matching phase verify the amount of space available within your salesforce instance! if you do not have sufficient space available, you may not be able to install the managed package https //help salesforce com/s/articleview?id=sf admin monitorresources htm\&type=5 leveraging the managed package with limited space when moving from an existing altrata foundational managed packages, we recommend leveraging a sandbox environment even when considering a typical install, a sandbox environment is highly recommended for initial testing and configuration of the application https //help salesforce com/s/articleview?id=platform data sandbox create htm\&language=en us\&type=5 key steps configure your sandbox environment perform testing within your sandbox environment sunset existing solution(s) in production install the altrata managed package in salesforce
