---
title: Salesforce App
slug: salesforce-app
icon: {"faIcon":"fa-brands fa-salesforce"}
docTags: 
createdAt: 2024-04-29T10:05:58.755Z
---

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:**

- **Initial Setup:** One-time setup. Complete every step in order.
- **Optional Configuration:** Advanced features you can enable as needed.
- **Using the App:** Day-to-day workflows for end users.
- ** Ongoing Maintenance & Getting Help:** Reference material for admins.

Each section is tagged so you know what to expect:

:::BlockQuote
🔴 **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
- **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)

:::BlockQuote
ℹ️ The Salesforce **Individual** object type is not currently supported.
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