Salesforce Service Cloud integration + automation

Integrate Salesforce Service Cloud with any SaaS application or service using the Tray Platform’s universal connectors. Quickly configure them to connect to any API, database, webhook, and more.

Popular Salesforce Service Cloud integrations

Business professionals that want to integrate Salesforce Service Cloud with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

Sales, Customer Success and Support

Category

Customer Success and Support

Connector type

Universal Connector

Triggers

None

Operations

None

mike atwood

The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood Executive Director of Client Success

Vox Media

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With the Tray platform you can connect any web service

Easy Salesforce Service Cloud integrations

Building custom Salesforce Service Cloud integrations has never been easier with the low-code Tray Platform. Anyone can use our visual drag-and-drop interface to connect Salesforce Service Cloud to any data source or app in their tech stack, without writing a line of code.

The Tray Platform empowers business users to stand up custom integrations between Salesforce Service Cloud and the rest of your tech stack in minutes. Our Salesforce Service Cloud connector can sync with any data source, including flat files such as CSVs and any other tool, even using data within custom fields. 

We also give you the power to build automated workflows that let you focus on building seamless customer experiences. Now you can resolve cases faster, scale self-service support, and string together data across all your back-end systems to drive higher customer retention. Using the Tray Platform, you can make your customer support faster and more efficient than ever.

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Automate Salesforce Service Cloud

Use the Tray Platform to build automated processes around Salesforce Service Cloud cases and create powerful workflows that flow your customer incident data anywhere you need. Users in customer support, sales, finance, and many other teams across the organization love using our Salesforce Service Cloud connector to build multi-step processes to scale customer operations.

We make it easy to build custom Salesforce Service Cloud automation that bi-directionally flows customer data across your stack. Our library of pre-built connectors, data helpers, and custom logic operators empowers anyone to stand up workflows that are highly customized to their specific business needs.

Amplify your support efforts by responding faster to customer cases, intelligently segmenting tickets to ensure high-value accounts are always at the top of the queue, streamlining the sales-support handoff process, and much more. The Tray Platform gives you the flexibility to increase retention, upsell more accounts, and keep your customers happy by automating any use case.

Tray Embedded enables teams to scale and increase retention

Heavy-duty Salesforce Service Cloud use cases

The low-code Tray Platform is easy enough for business users, but power users love to utilize our platform for heavy-duty data projects that push billions of records every day. Plus, our elastic, serverless architecture scales with your evolving data needs.

Transform the customer experience using the Tray Platform’s powerful automation. For example, you can seamlessly integrate Salesforce Service Cloud with your CRM to compile valuable pre-sales context and instantly share it with your support team to onboard new customers faster. You can also optimize collaboration between your support and engineering team by quickly escalating performance issues from ticket to response. The Tray Platform can automate any use case by also integrating with important tools such as Jira, Slack, Quizlet, and many others.

Security teams trust the Tray Platform because of its enterprise-grade security, which includes SOC 2 Type 2 certification and compliance with data privacy regulations such as GDPR, HIPAA, and CCPA.

Popular Customer Success and Support Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access

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