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Salesforce

Overview

  • The Tracxn - Salesforce integration allows you to seamlessly push company data from Tracxn directly into your Salesforce CRM. You can view the complete list of supported data points here.

  • Once connected, you can add companies in just a few clicks, making your workflow more efficient while reducing manual effort.

How can I integrate Salesforce CRM ?

Follow the steps below to connect Salesforce CRM with Tracxn:

  1. Initiate CRM Connection
    Navigate to a Company Detail page (e.g., Uber) and click “Add to CRM.” Select Salesforce CRM and click “Connect & Set as Default.”

  2. Install the Tracxn App in Salesforce

    • You will be redirected to the Salesforce login page (if not already logged in).

    • After logging in, you will be redirected back to Tracxn with a prompt to install the Tracxn app.

    • Click “Install App.” You will again be redirected to Salesforce, where the installation process must be completed.

    Note: Administrative privileges are required to install the Tracxn app. If you do not have the necessary permissions, please contact your system administrator.

  3. Connect Salesforce to Tracxn

    • Return to Tracxn and navigate back to the “Add to CRM" in Company Detail page.

    • Click “Connect & Set as Default.”

    • You will be redirected to the Salesforce authorization page. Log in (if required) and grant the necessary permissions.

  4. Complete Setup

    • Once the connection is successful, you will be redirected back to Tracxn.

    • Salesforce will be set as your default CRM for all future company pushes. You can now start adding companies directly to Salesforce from Tracxn.

Salesforce Integration: Permissions & Access

Please note that certain actions require specific administrative permissions. If you encounter any restrictions, contact your System Administrator to update your access or complete the setup.

1. Installation & Connection

Connecting Tracxn to Salesforce requires the Tracxn App to be installed in Salesforce by a System Administrator. Once installed:

  • If the Admin has not yet connected: Only users with required permissions can proceed with the initial connection.

  • If you lack required permissions: You will be unable to connect until an administrator completes the initial setup and creates the required columns.

2. Column Customization: Only authorized users can customize the columns to be pushed to Salesforce.

3. Adding Companies: The ability to add companies may be restricted if the column configuration is incomplete or has read-only permission.

4. Removing Records: Deleting or removing companies requires permission.

How to change your default CRM ?

Have questions or need assistance? Reach out to [email protected]

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