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Adobe Experience Manager + Salesforce
Integration + Automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
Adobe Experience Manager and Salesforce Solutions
Uses
Marketing, Sales
Business professionals that want to integrate Adobe Experience Manager with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Receive hands-on Adobe Experience Manager support for ensured success
The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.
Adobe Experience Manager
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Download file
Get path content
List assets folders
Salesforce
Connection Type
Tray Connector
Triggers
On Custom Workflow Formula (advanced)
On Outbound Message (Advanced)
On Record Create
On Record Create or Update
On Record Field Change
Operations
Batch create records
Batch delete records
Batch update records
Bulk upsert records
Convert Lead
Popular Use Cases
Connect Google Analytics with Salesforce to attribute content to revenue
Connect Google Analytics with Salesforce to create audience retargeting lists
Closed Jira issue closes Salesforce case
Attribute donations made in Stripe to a lead in Salesforce
Add new leads from Facebook to Salesforce as a new opportunity
Create custom audiences for Facebook Ads from Salesforce records
Enrich Salesforce Leads & Contacts with Drift data when users in Drift are updated
Create new leads in Salesforce for every new contact from LinkedIn
Check if a new Twitter lead is in Salesforce, if not add it
Automatically attribute ServiceNow tickets to a Salesforce account
Enrich Salesforce Leads with Drift Data when Leads are Saved
Sync Salesforce People & Company Data to Drift Users & Leads
Closed Won deal in Salesforce triggers NetSuite Sales Order (Q2C)
Salesforce Opportunity triggers NetSuite Sales Order (Q2C)
Generate a report in Microsoft Power BI for closed won deals in Salesforce
Add Zoom webinar registrants to Salesforce as leads
Add Zoom webinar registrants to Salesforce as leads
Email a QuickBooks receipt to a Salesforce contact
Create new Snowflake data rows from new custom objects in Salesforce
Create new Google BigQuery data rows from new custom objects in Salesforce
Sync Salesforce leads from Snowflake
New CSV file in an S3 bucket creates a new Salesforce record for each contact
Attribute product usage data in Mixpanel to a Salesforce account
New lead activity in Marketo will update records in Salesforce and Snowflake
Export Unbounce Leads to Salesforce with Custom Fields
Attribute Salesforce Opportunity to Unbounce Landing Pages
Attribute Salesforce opportunities to FullStory visitor sessions
Search for all new Drift users in your Clearbit, Salesforce, and Marketo records
Generate ServiceNow tickets from custom objects in Salesforce
Create a custom audience in Twitter with data from Salesforce and Marketo
Track + auto-update records in Segment, Zendesk + Salesforce
Prioritize leads with custom scoring in Marketo + Salesforce
Beat Salesforce SLAs by auto-prioritizing your Zendesk queue
Make CS handoffs seamless by connecting Zendesk + Salesforce
Lead attribution with customer data + Eloqua + Salesforce
Auto-refresh records in Eloqua and Salesforce
Instantly auto-upload leads in Marketo + Salesforce
Auto-refresh records in Marketo and Salesforce
Instantly auto-upload leads in Eloqua + Salesforce
Prioritize leads with custom scoring in Eloqua + Salesforce
Personalize the customer journey in Redshift + Salesforce
Lead attribution with customer data + Marketo + Salesforce
Personalize the customer journey in BigQuery + Salesforce
Scale engagement + personalization in Eloqua + Salesforce
Scale engagement + personalization in Marketo + Salesforce
Get a full view of analytics in Salesforce + Redshift + BI
Get a full view of analytics in Salesforce + BigQuery + BI
Follow up fast with auto-enriched Marketo + Salesforce leads
Rapidly ETL data between BigQuery + Salesforce + any source
Rapidly ETL data between Redshift + Salesforce + any source
Bidirectionally sync data in BigQuery + Salesforce
Bidirectionally sync data in Redshift + Salesforce
Win more with auto-routing leads in Eloqua + Salesforce
Win more with auto-routing leads in Marketo + Salesforce
Segment customer accounts by value in Zendesk + Salesforce
Follow up fast with auto-enriched Eloqua + Salesforce leads
Auto-detect upsells with BigQuery + Salesforce
Prevent churn with data in Salesforce + Redshift
Auto-detect upsells with Redshift + Salesforce
Get real-time sales metrics in Salesforce + BigQuery
Auto-match leads to accounts in Marketo + Salesforce
Get real-time sales metrics in Salesforce + Redshift
Auto-match leads to accounts in Eloqua + Salesforce
Enrich Salesforce Leads & Contacts with Intercom Data when Users in Intercom Are Updated
Send Slack Notification when new Objects Are Created in Salesforce
Create Asana Tasks from new Salesforce Accounts
When Salesforce Opportunities Are Created or Change Stage, Notify via Slack
Enrich Salesforce Leads with Intercom Data when Leads are Saved
Sync Salesforce Tasks into Asana as Tasks
Create new Slack channels when Accounts in Salesforce Are Created
Create Asana Projects from new Salesforce Accounts
Sync Salesforce People & Company Data to Intercom Users & Leads
Notify Sales Reps in Slack when New Leads in Salesforce are Assigned
Create Asana Projects from new Salesforce Opportunities
Sync RingCentral Call Logs & Texts into Salesforce
Sync Asana Tasks to Salesforce
Enrich Salesforce Contacts with Intercom Data when Contacts are Saved
Sync Targeted Intercom Users into Salesforce as Leads
Bulk Enrich All Existing Salesforce Leads & Contacts with Intercom User Data
Create a Sample Lead in Salesforce
Notify in Slack when new Salesforce leads are created
Create Asana Tasks from new Salesforce Opportunities
