Retention Rocket and Salesforce integration + automation

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

Retention Rocket and Salesforce Connector Details

Retention Rocket

Retention Rocket

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UsesCustomer Success and Support
CategoryCustomer Success and Support
Connector TypeTray Connector
Operations
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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 enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

Tray.io is the leader in low-code automation

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