Salesforce integration + automation

Salesforce integrations couldn’t be easier with the Tray Platform’s robust Salesforce connector, which connects any services without the need for separate integration tools.


🎉 Automate and integrate faster than ever - and at scale - with our latest launch!

We’re excited to announce a new product and features that drive enhanced connectivity and automation for enterprise velocity. Dramatically simplify API integrations with our Connectivity API product, get started building your own Tray connectors with the Connector Builder, and try out our new Authentication and Projects features and more. Login or sign up today to try it out.

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Make Salesforce integration easy

Salesforce integrations couldn’t be easier with the Tray Platform’s robust Salesforce connector, which connects any services without the need for separate integration tools. With our platform’s low-code, visual builder, you can build a seamless API integration to any cloud service in minutes, without IT support.

Integrate Salesforce directly to the rest of your tech stack to sync mission-critical data to any other application. Create a custom Salesforce technology stack by dragging-and-dropping together any CRM data, then orchestrate any process at scale with powerful automated workflows. Do it all in one platform, without the need for any separate Salesforce integration solutions.

Take Salesforce workflow automation to the next level. With the Tray Platform, business users can quickly build any Salesforce cloud integration and automate processes that trigger from, transform, and update any data, even in custom fields. Do more, faster with our flexible builder’s extensive list of pre-built service connectors and custom logic helpers.

Which Product is right for me?

I am a leader in
and I need to

Your Product: Tray Embedded

Empower your teams to build integrations for every customer

  • Accelerate your integrations while saving engineering resources

  • Deliver integrations that drive customer satisfaction—fast, profitably, and at scale 

  • Elastically Scale to manage your customer’s data needs, without painful sizing, provisioning, or overhead

  • Accelerate developer velocity with a modern, low-code experience

Salesforce Connector Details


Sales, Marketing


Customer Relationship Management (CRM)


On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record Update

Connector type

Tray Connector


Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create record

See documentation >

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

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The Tray Platform is...



Connect to anythingAccess every endpointAutomate any event



Visual and intuitive UX Clicks-or-code automationCollaborative development



Logical operatorsAdvanced capabilitiesReal-time logs



Elastic scalabilityParallel processingLog data storage



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