Salesforce and Box integration + automation

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

Salesforce and Box Connector Details

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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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UsesMarketing, All
CategoryContent Collaboration Software
Triggers
List trigger events DDLWebhook
Connector TypeTray Connector
Operations
Copy fileCreate folderCreate metadata instance on fileCreate metadata instance on folderDelete fileDownload fileGet file informationGet folder informationGet metadata instance on fileGet metadata instance on folderGet metadata templateList folder items
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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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