Salesforce and Anaplan integration + automation

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

Salesforce and Anaplan Connector Details

Salesforce logo

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 recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Anaplan logo

Anaplan

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UsesFinance and Accounting, Sales
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Delete uploaded fileDownload fileGet deletion task statusGet export metadataGet export task statusGet import metadataGet import task statusGet modelGet process task statusList deletion actionsList deletion tasksList exportsand 1 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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