Salesforce and Reltio integration + automation

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

Salesforce and Reltio Connector Details

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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 recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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UsesDevelopers
CategoryDatabase
Connector TypeTray Connector
Operations
List entitiesRaw HTTP request (advanced)
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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
Udemy

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