Salesforce App

welcome to the altrata salesforce app this guide walks you through everything from initial install to day to day use, organized so you can find what you need fast how to use this guide part 1 — getting started read first overview of the product and what's included part 2 — initial setup one time setup complete every step in order part 3 — optional configuration advanced features you can enable as needed part 4 — using the app day to day workflows for end users part 5 — ongoing maintenance & faq reference material for admins each section is tagged so you know what to expect 🔴 critical — skipping or misconfiguring this will cause real problems (data loss, broken matches, failed migrations) 🟡 required — must be completed for the app to work, but failure is recoverable 🟢 recommended — best practice; not strictly required ⚪ optional — use only if it fits your workflow salesforce core vs salesforce advanced altrata offers two product tiers confirm which one your organization has licensed before configuring salesforce core (read only) full access to altrata functionality inside salesforce, but altrata data is not written back into salesforce fields that means altrata data cannot be used in salesforce reports, dashboards, or flows custom objects are not populated data controls are not available everything else works as expected bulk matching, match management, pathfinder, matching filters, profile requests, advanced search, and full profile viewing salesforce advanced (read/write) includes everything in core, plus altrata data is written into salesforce custom objects reporting and automation on altrata data is possible admin configured data controls are available to upgrade from core to advanced, contact your altrata account manager or customer success manager prerequisites before installing, confirm all of the following a salesforce administrator with permission to install managed packages an active subscription to the altrata salesforce managed package active altrata service credentials (username, password, and api key) — these arrive via separate emails the installation link for the managed package a salesforce instance using lead, contact, and/or person account object types 1–3 gb of available storage in your salesforce instance, especially for the initial bulk match 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 review storage requirements in salesforce https //help salesforce com/s/articleview?id=sf admin monitorresources htm\&type=5 🟢 recommended install and test in a salesforce sandbox first, then promote to production this is especially important if you're migrating from a previous altrata package creating a salesforce sandbox environment https //help salesforce com/s/articleview?id=platform data sandbox create htm\&language=en us\&type=5 ℹ️ the salesforce individual object type is not currently supported