Salesforce App
1min
The Altrata Salesforce App enables you to enrich your Salesforce CRM data with Altrata’s detailed information, providing enhanced insights into key accounts and contacts. This guide is designed to support you at each stage:
- Installation: Step-by-step instructions to install the Altrata app in Salesforce.
- Configuration: Guidance on configuring the app to meet your team’s needs, ensuring access to the insights most valuable to your business.
- Usage: Tips and best practices to maximize the app’s value and get the most out of your enriched data.
Prerequisites
To use the Altrata Salesforce App, ensure the following prerequisites are met:
- Your organization has purchased the Altrata app and maintains an active subscription.
- You have received credentials for a service account.
This guide provides everything you need to integrate and optimize Altrata within your Salesforce environment, unlocking deeper insights with ease.
Updated 08 Nov 2024
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