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Overview

The Tray Salesforce connector gives you the full access to all of your Salesforce data via the API, including leads, contacts, custom objects/fields, and even workflow rules and outbound messages. 

Note: currently the Salesforce connector can only be used on the Enterprise Edition of Salesforce, and higher. You may use the Salesforce connector on Professional Edition, but ONLY if you've requested API access from your Salesforce account manager. However, you will not be able to use instant WebHooks on the Professional Edition.


Configuration

Operation Description
Count records Count the number of records that match a given set of conditions.
Delete record Delete a record in Salesforce, using it's unique object id.
Describe object (advanced) Describes the raw structure of an object in Salesforce.
Download attachment Downloads an file attachment from Salesforce, for use in other connectors.
Find records Find a list of records in Salesforce.
Get user info Get details about the authenticated Salesforce user.
Insert record Insert a new record into Salesforce.
Insert/update record Create a record if a record with the "lookup value" doesn't already exist. Update it if it does exist.
Run report (sync) Run a report from your Salesforce Reports list.
SOQL Query (advanced) Execute a raw SOQL query to extract data from Salesforce.
Update record

Trigger Configuration

Operation Description
On Apex trigger (advanced) If you'd like to trigger a tray.io workflow from an Apex code trigger, select this operation. NOTE: you'll need to create your Apex triggers manually (see docs).
On Custom Workflow Formula (advanced) When a record is created or updated in Salesforce AND matches a given formula that you enter in Tray, trigger the workflow.
On Outbound Message (Advanced) Trigger a workflow in real-time from an Outbound Message in Salesforce. Use the tray.io public URL (in the bottom right) as the URL for this.
On Record Create When a "record" (e.g. Account, Opportunity) is created in Salesforce, automatically trigger a tray workflow.
On Record Create or Update When a "record" (e.g. Account, Opportunity) is created or updated in Salesforce, automatically trigger a tray workflow.
On Record Field Change When a "record" (e.g. Account, Opportunity) field (e.g. Name) is changed in Salesforce, automatically trigger a tray workflow passing the ID of the record.
On Record Multiple Fields Change When ANY of a few specified fields on a "record" (e.g. Account, Opportunity) are changed in Salesforce, automatically trigger the tray.io workflow.
On Record Update When a "record" (e.g. Account, Opportunity) is updated in Salesforce, automatically trigger a tray workflow.

Authenticating Salesforce

Sandbox & Production

Coming soon.

Authenticating via OAuth

Coming soon.

Last updated 3rd March 2017

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