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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]

FAQs - Salesforce Integration

1. Why to connect salesforce to Tracxn?

Enrich your CRM with Tracxn data to streamline workflows and gain better insights.

2. Is the Integration Secure?

Yes, all data is encrypted and transferred securely, ensuring your information is safe.

3. What data points can I pull from Tracxn to Salesforce?

You will be able to fetch the company name, website, overview, logo of a company, Tracxn URL, Tracxn Company ID. Check out the details here.

4. How can I integrate Salesforce CRM?

1. In the Company Detail Page (e.g. Uber), click the “Add to CRM” dropdown in the top-right, select Salesforce, and then click "Connect and set as default".

2. Log in to Salesforce and install the Tracxn app (administrative privileges are required to install the Tracxn app).

3. Click "Connect & Set as Default" again and complete the authorization process.

4. Once connected, Salesforce CRM becomes the default for pushing companies from Tracxn.
​Learn how to connect to Salesforce CRM

5. Do I need any extra credit to access data using Salesforce?

No, you do not need extra credits to add companies from Tracxn to salesforce. Premium users can add up to 500 successful companies/month, and Tracxn Lite users can add 100 successful companies/month.

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