Using the App
3 min
Day-to-day workflows for end users.
Advanced Search is the primary prospecting interface inside Salesforce. It lets you query the entire Altrata dataset using structured filters and act on results without leaving Salesforce.
Pathfinder shows you the warm paths between two endpoints — people, organizations, or your lists — using Altrata's relationship data.
The Connections feature surfaces first- and second-degree relationships on individual Lead, Contact, and Person Account records.
The Individual Network section surfaces the people Altrata has identified as part of a matched individual's broader network — beyond first- and second-degree connections — and lets users act on them directly from Salesforce.