CCH Tagetik and Salesforce integration + automation

CCH Tagetik and Salesforce integrations couldn’t be easier with the Tray Platform’s robust CCH Tagetik and Salesforce connectors, which can connect to any service without the need for separate integration tools.

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CCH Tagetik and Salesforce Connector Details

CCH Tagetik

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UsesMarketing

CategoryBusiness Intelligence (BI)

Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of CCH Tagetik and Salesforce, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder

While it takes a little more time up front - we suggest using Connector Builder to make it faster to build CCH Tagetik and Salesforce integrations down the road.

Salesforce

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM), AI/ML

Triggers

On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update

Connector TypeTray Connector

Operations

Batch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...

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The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.
David Dorman, Director of Growth and Demand Generation

Tray.io is the leader in low-code automation

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