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 UpdateShow all
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 recordShow all
Add user to group, Create API 3 credentials, Create SQL Runner query, Create password reset token, Create two factor login information, Create user, Create user email credentials, Delete user, Delete user attribute value, Delete user from group
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.
The low-code Tray Platform gives anyone the power to stand up custom Looker + Salesforce integrations with ease. Anyone can use our 100% visual builder to connect any data source, including flat files (such as CSV), FTP, webhooks, email, and any other cloud-based tool, including data within custom fields.
Now, you can bi-directionally sync any application at the API level in minutes, even without extensive IT support. Need Looker + Salesforce integrations to drive sales productivity and generate actionable sales insights? Now, you can freely flow your lead and analytics data anywhere and win more deals.
Integrations are only the beginning with the Tray Platform. You can also use our platform to build custom Looker + Salesforce automation to unlock the full power of your sales metrics. We make it easy for anyone to build flexible, multi-step workflows to unsilo mission-critical CRM data. Now, you can spend less time on manual work and more time on strategic projects such as building a data-driven sales organization.
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
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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