Stop exporting records to a script or a spreadsheet just to keep Salesforce clean. Complete Clean runs automated data cleansing inside Salesforce so RevOps keeps records accurate as the org grows.
Dedupe, merge, and maintain any object at enterprise scale.
Native duplicate tools stop at the three-record limit
Salesforce’s built-in merge only handles three records at a time, and only on standard objects. For teams handling an acquisition, consolidating a tradeshow list, or cleaning up years of drift, that means thousands of clicks before anyone sees a clean Salesforce data set.
External cleanup tools push records outside your security model
Exporting customer records to an off-platform tool means your data leaves your Salesforce security model. SSO controls, field-level permissions, and audit trails stop applying the moment the file hits a CSV.
One-off cleanups decay fast without a repeatable workflow
A manual cleansing push holds for a quarter, then duplicates and stale records rebuild. Without automated Salesforce data cleaning running in the background, reps go back to working from a CRM they don’t fully trust.
Complete Clean runs bulk cleansing for accounts, contacts, leads, opportunities, and custom objects. Queue up thousands of records with customizable matching rules and merge them without hitting the native three-record ceiling.
Set field-level survivorship rules once with a point-and-click builder so every merge preserves the right owner, source, and attribution data. Pick your own tiebreakers to decide which record wins and which field values are retained.
Every cleansing job runs with a merge preview first, so teams see the field-by-field comparison before a single record updates. Pair the preview with multiple tiebreakers and customizable retention rules, so automated data cleansing in Salesforce lands the way you expect.
With Complete Clean, the YMCA of San Diego County cut over 4,000 duplicate records down to fewer than 1,000, restoring trusted member and household data in Salesforce. By previewing every merge and using customizable tiebreakers like membership status and account balance, the team cut 90% of manual dedupe work and now keeps the CRM clean on a recurring two-week cadence.
The biggest improvement I’ve seen when using Traction Complete’s solutions is that it’s definitely taken a lot of processes down from what could potentially be days into a matter of minutes or hours.”
[Complete Clean] was great because we could see how our dedupe plans were going to play out before we hit merge.
Never in my career have I been able to tackle a duplicate situation like the one we had here so quickly.”
We used to spend 20 hours per week monitoring the data coming into [Salesforce] and 20 additional hours cleaning up. With Traction Complete, we’ve reduced that effort to two hours a week.”
Features
Cleanse accounts, contacts, leads, opportunities, and custom objects in bulk with customizable matching rules.
Mix fuzzy and exact matching on the fields that matter so every cleansing job catches near-duplicates (like “Acme Corp” vs “Acme Corporation”) and locks down exact matches on email or record ID.
See exactly what a merge will change with a field-by-field comparison before you run it, so cleansing jobs never feel like a one-way door.
Give stakeholders peace of mind after every cleansing run with reports that show exactly what merged, what survived, and which tiebreakers applied.
Roll back any merge with a single click. Teams can move fast without worrying about an unexpected result or overwriting the wrong record.
All cleansing runs inside your Salesforce org on the AppExchange, so records, audit trails, and compliance controls stay where they already belong.
FAQ
The native tool only merges three records at a time, only on standard objects, and only with the matching rules Salesforce ships. Complete Clean runs bulk data cleansing in Salesforce across any object, including custom objects, with your own matching rules and automated survivorship.
Pick a primary matching rule per object, automate survivorship so attribution and ownership stay intact, and run merges with a preview first so nothing commits until you’ve reviewed the field-by-field change. Schedule cleansing as a recurring job rather than a one-off project to keep your org clean.
Yes. Complete Clean supports standard and custom objects, so you can cleanse product, asset, or any custom SObject the same way you cleanse leads or accounts.
All cleansing runs inside your Salesforce org as a managed AppExchange package. Customer records never leave Salesforce, so your existing SSO, field-level permissions, and audit controls stay in effect.
Every merge runs with a preview first, so you see a field-by-field comparison before any record is updated. Pair that with multiple tiebreakers and field-level survivorship rules to lock in the data you want to keep before the job ever runs.