Salesforce App

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 extend your org with appexchange packages 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