Sick of junk data in Salesforce? You’re not alone. If you’re looking to actually clean up your CRM—without a project dragging on for months—integrating Tractioncomplete with Salesforce can help. This guide is for admins, sales ops, or anyone who just wants Salesforce to stop being a dumpster fire of duplicates and missing info.
We’ll skip the fluff and get right to how you actually connect Tractioncomplete, what pitfalls to watch for, and how to make it work for your team (not just for a demo). If you want a quick fix, sorry—real results take a bit of setup. But it’s doable, and you don’t need a PhD in Salesforce.
What is Tractioncomplete (and Should You Even Care)?
Tractioncomplete is a Salesforce-native tool focused on deduplication and data enrichment. In plain English: it helps you keep your accounts, contacts, and leads tidy—and even fills in blanks with better info. Unlike “bolt-on” tools, it lives inside Salesforce, so you’re not gluing together a bunch of random APIs.
Is it worth it? - If you’re dealing with constant duplicate records, missing company data, or sales reps who refuse to fill in fields, it’s a lifesaver. - If your data is already pristine, or you have a tiny org, you can probably skip it. (But let’s be honest—when is CRM data ever clean?)
Before You Start: What You’ll Need
Don’t jump in blind. Here’s what you should have ready: - Salesforce admin access. You’ll need to install and configure apps. - A Tractioncomplete subscription. (If you’re just trialing, you can get started, but expect limits.) - A backup of your Salesforce data. Seriously, back it up. Enrichment means changes, and mistakes happen. - A list of your main pain points. Are you after deduplication, better firmographic data, or both? This will keep you focused.
Pro Tip: Don’t try to “fix everything” on day one. Pick a single use case, get it working, then expand.
Step 1: Install Tractioncomplete from the Salesforce AppExchange
- Go to the Salesforce AppExchange. Search for “Tractioncomplete.”
- Click “Get It Now.” You’ll be prompted to log in to your Salesforce org.
- Choose the right org. (Sandbox first, ideally. Never install straight to production unless you like living dangerously.)
- Follow the install prompts. Standard stuff: accept terms, grant permissions. It’s pretty painless.
Watch out for:
- Missing permissions: You’ll need admin-level rights. If you don’t, get someone who does.
- Sandbox vs. production confusion: Always test in a sandbox if you can.
Step 2: Connect Tractioncomplete to Your Salesforce Data
- Open Tractioncomplete in Salesforce. It’ll show up as a new app.
- Walk through the setup wizard. This guides you to connect the tool to your objects (Accounts, Leads, Contacts).
- Decide what to enrich. Don’t turn on everything at once. Start with Accounts or Leads—wherever your data is messiest.
- Set field-level permissions. Make sure Tractioncomplete can write to the fields you want to enrich or dedupe.
What works well:
- The UI is built for Salesforce users. No weird external logins.
What to ignore:
- Default settings. They’re safe, but not always useful. Customize for your org.
Step 3: Set Up Data Enrichment Rules
Tractioncomplete isn’t magic—it needs rules to know what “good data” looks like.
- Pick your enrichment sources. Tractioncomplete can use built-in data, but you might want to connect third-party sources, depending on your license.
- Define your matching logic. Decide how strict you want deduplication to be—exact matches, fuzzy logic, or somewhere in between.
- Set field priorities. For example, if you want the “Billing Address” from a certain data provider to overwrite existing data, specify it.
- Choose what to enrich automatically. You can enrich on record creation, update, or on demand.
Pro Tips: - Start strict, then loosen up. Too loose and you’ll merge records that shouldn’t be merged. - Review the field mapping carefully. One bad mapping can make a mess.
Common pitfall:
- Over-enrichment. Don’t auto-fill every possible field—especially custom ones—unless you want to spend weeks cleaning up.
Step 4: Run a Test (and Don’t Skip This)
Before you touch live data, test everything.
- Use a Salesforce sandbox. Always. You want to see what’ll happen before real records are changed.
- Run a small batch. Pick a sample of 50-100 records. Let Tractioncomplete dedupe or enrich.
- Review the results. Did it merge what you wanted? Did any records break? Are the right fields being filled?
- Check with your end users. Are sales reps happy, or are their accounts now missing contacts?
If something looks off: - Roll back (that backup comes in handy). - Tweak your rules and try again.
Step 5: Deploy to Production (Carefully)
- Schedule downtime or off-hours processing. Large enrichments can slow things down.
- Run enrichment in batches. Don’t try to process your entire CRM at once. Go by region, segment, or object type.
- Monitor errors and logs. Tractioncomplete provides reports on what it changed—read them.
- Communicate changes to your team. If records are merged or fields get filled in, let users know before they panic.
What works:
- Batch processing is safer. You can undo a small batch more easily than a full org change.
What doesn’t:
- Blind trust. Always verify what happened after a run—automation is powerful, but it’s not infallible.
Step 6: Set Up Ongoing Enrichment & Maintenance
Data enrichment isn’t a one-time thing. Dirty data creeps back in.
- Schedule regular enrichment jobs. Weekly or monthly, depending on your data flow.
- Set up alerts for enrichment failures. Don’t wait until sales reps complain.
- Review deduplication matches regularly. Tweak logic as your business changes.
- Keep your field mappings and rules up to date. New fields = new rules.
Ignore:
- Promises of “set it and forget it.” No tool is truly hands-off. Check in regularly.
Stuff Nobody Tells You (But You’ll Wish You Knew)
- Not all data providers are equal. If you’re enriching with third-party info, quality varies. Sometimes you’ll get outdated company sizes or bad phone numbers. Trust, but verify.
- Custom objects require extra setup. Tractioncomplete mainly focuses on standard Salesforce objects. If you use lots of custom stuff, expect more manual work.
- Licensing can get expensive. More enrichment = higher costs. Watch your usage.
- Salesforce API limits are real. Running big enrichment jobs can eat up your daily limits fast.
Real-World Tips for Success
- Start with a pilot group. Roll out to one team or region before going org-wide.
- Get buy-in from sales and ops. If users don’t trust the changes, they’ll keep their own spreadsheets (and your CRM stays a mess).
- Document your enrichment rules. Future you (or your replacement) will thank you.
- Measure impact. Track duplicate rates and field completeness before and after. Show the value.
Keep It Simple—and Iterate
Don’t let perfection get in the way of progress. Tractioncomplete can make a real difference, but only if you roll it out in stages and keep tweaking. Start small, fix your biggest pain points, and build from there. It’s tempting to aim for “perfect data,” but “better than before” is a win. Keep things simple, and don’t be afraid to revisit your setup as your business changes.
Now go clean up that CRM—one batch at a time.