Universal Connector

performyard and Salesforce integration + automation

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

performyard and Salesforce Connector Details

performyard

performyard

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UsesSales
CategorySales Performance Management (SPM)
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use performyard connector available at the moment.

To get data in and out of performyard, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Salesforce logo

Salesforce

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UsesSales, Marketing, All
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 recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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