Uses
All, Marketing
Category
Content Management System (CMS)
Connector type
Tray Connector
Triggers
None
Operations
Copy resource, Create asset comment, Create folder, Delete resource, Download file, Get folder, Get path content, List assets folders, Move resource, Raw HTTP request (advanced)Show all
Uses
Sales, Marketing
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all
Operations
Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Anyone can use the low-code Tray Platform to easily build Salesforce + Adobe Experience Manager integrations in minutes. Our platform empowers business users to deeply connect their CRM, digital experience platform, and any other data source—without needing extensive IT support.
Using our 100% visual builder, you can easily drag and drop together integrations between any tools in your tech stack. Need Salesforce + Adobe Experience Manager connectors? Now, you can bi-directionally sync any application and any data source, including FTP, email, webhooks, flat files (such as CSVs), and any other software, even using data within custom fields.
Custom integrations are only the beginning. You can also use our platform to stand up custom Salesforce + Adobe Experience Manager automation to centralize your digital assets and boost internal collaboration. With powerful, multi-step automation, you can effortlessly manage your digital assets at scale and save hours of manual work. Now, you can refocus on more-strategic projects such as driving brand consistency and delivering exceptional digital experiences.
Business users in sales operations, marketing, design, product, revenue operations, and many other departments across the organization use the Tray Platform to deploy custom Salesforce + Adobe Experience Manager automation. We give you the power to connect an unlimited number of applications and create dynamic, multi-step automation. Now, you can orchestrate seamless workflows for any operation, based on any trigger, for any use case.
Our platform offers a full suite of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows that meet your exact use case. Now, you can dynamically update digital assets to ensure consistent versioning. You can easily share sales collateral and other assets with relevant stakeholders. Or, you can automatically log prospect details into Salesforce after a lead engages with content. There are endless possibilities with the Tray Platform.
Using our intuitive interface, you can connect Salesforce, Adobe Experience Manager, and any other tool, including your internal chat tool, helpdesk, ERP, marketing automation platform, e-signature service, project management tool, and more.
The Tray Platform makes it easy for business users to build Salesforce + Adobe Experience Manager integrations in minutes. Power users also utilize our platform to manage large-scale data projects that push billions of records daily. Thanks to our elastic, serverless architecture, we scale all your workflows no matter how your data priorities change.
Take Salesforce + Adobe Experience Manager to the next level with advanced automated processes. Need to promote targeted content to specific audiences based on prospect and customer records in Salesforce? Need to close the gap between sales and marketing by enabling sales reps with a repository of up-to-date one-pagers? The Tray Platform can automate any use case since we also connect popular apps including Marketo, HubSpot, DocuSign, Asana, Zendesk, Jira, NetSuite, Mailchimp, Constant Contact, Stripe, and more.
Security experts trust our platform’s enterprise-grade security, which includes SOC 2 Type 2 certification and full compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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