Universal Connector
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.
Popular CCH Tagetik and Salesforce integrations
CCH Tagetik and Salesforce Connector Details
CCH Tagetik
Learn moreUsesMarketing
CategoryBusiness Intelligence (BI)
Connector TypeUniversal Connector
Minor Configuration Required
There is currently no pre-built and ready to use CCH Tagetik connector available at the moment.
To get data in and out of CCH Tagetik, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.
Salesforce
Learn moreUsesSales, 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
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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.
