Brandfolder + Salesforce
Connect Brandfolder and Salesforce to Power Sales with On-Brand Assets
Automatically sync digital assets, brand materials, and collateral between Brandfolder and Salesforce so your sales team always has the right content at the right time.
Why integrate Brandfolder and Salesforce?
Brandfolder is the digital asset management platform where marketing teams store, organize, and distribute brand-approved content. Salesforce is the CRM where sales teams live, manage pipelines, and engage prospects. When the two run separately, sales reps waste time hunting down the latest pitch decks, product sheets, or approved imagery — and often end up sending outdated files anyway. Integrating Brandfolder with Salesforce through tray.ai puts approved, current assets directly inside Salesforce records and workflows, so customer engagements move faster and stay consistent.
Automate & integrate Brandfolder & Salesforce
Use case
Attach Brand-Approved Collateral to Salesforce Opportunities
When a new opportunity is created or advances to a pipeline stage in Salesforce, tray.ai can automatically surface and attach relevant Brandfolder assets — product one-pagers, case studies, pricing sheets — directly to the opportunity record. Sales reps don't need to leave Salesforce to find the right materials. Every deal gets supported by current, marketing-approved content from the moment it enters the pipeline.
Use case
Sync Account-Specific Assets to Salesforce Account Records
For enterprise or named accounts, marketing teams often build tailored assets — custom proposals, co-branded materials, personalized presentations — stored in Brandfolder. With tray.ai, those account-specific assets can be automatically linked to the corresponding Salesforce Account record whenever they're uploaded or updated. Sales teams get immediate, in-context access to the custom materials built for their most important accounts.
Use case
Trigger Asset Delivery When Salesforce Deal Stage Changes
Different pipeline stages call for different content. An early-stage prospect needs awareness materials; a late-stage buyer needs technical specs or ROI calculators. tray.ai can monitor Salesforce opportunity stage changes and automatically push the right Brandfolder assets or collection links to the sales rep via Salesforce Chatter, email, or a task notification. Reps get the right material at every point in the buyer journey without having to go looking for it.
Use case
Notify Sales Teams When Key Assets Are Updated in Brandfolder
When marketing refreshes a critical asset — a revised pricing deck, a new product brochure, an updated brand guideline — sales reps still using old versions can leave inconsistent or inaccurate impressions. tray.ai can detect asset updates in Brandfolder and automatically create Salesforce tasks, Chatter posts, or notifications alerting the relevant sales team members that a new version is available. The whole sales org stays current without anyone having to chase people down.
Use case
Log Asset Engagement Data Back Into Salesforce Records
Knowing which assets a prospect is engaging with is genuinely useful intelligence. tray.ai can pull Brandfolder asset share and view data and write it back to relevant Salesforce opportunity or contact records as activity logs or custom fields. When a prospect opens a shared case study or product demo video, that engagement event is recorded in Salesforce automatically, giving reps a real-time signal to follow up at the right moment.
Use case
Create and Populate Brandfolder Collections for New Salesforce Campaigns
When a new marketing campaign is launched in Salesforce Campaigns, tray.ai can automatically create a corresponding Brandfolder collection and populate it with the relevant campaign assets. Sales reps participating in the campaign get immediate, organized access to all associated materials directly from Salesforce. Campaign execution stays consistent and the coordination overhead between marketing operations and field sales drops considerably.
Use case
Report on Asset Usage Across Salesforce Accounts and Deals
Marketing teams often struggle to know which assets are actually influencing revenue. By connecting Brandfolder usage data with Salesforce opportunity and account data through tray.ai, teams can build unified reports showing which collateral most commonly appears in closed-won deals. Those insights let marketing put more into what's working and retire assets that aren't pulling their weight.
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Brandfolder & Salesforce Challenges
What challenges are there when working with Brandfolder & Salesforce and how will using Tray.ai help?
Challenge
Keeping Asset Links Fresh When Content Is Updated in Brandfolder
Brandfolder assets get updated, versioned, and replaced regularly, which means static asset links stored in Salesforce can go stale quickly. Sales reps may unknowingly share obsolete materials with prospects, which hurts brand integrity and can create compliance problems.
How Tray.ai Can Help:
tray.ai can monitor Brandfolder for asset version updates or replacements and automatically refresh the corresponding links stored in Salesforce records, so every CRM link points to the current, approved version of a file. Alerts can also go out to asset owners when links are updated.
Challenge
Mapping Assets to the Right Salesforce Records at Scale
Large enterprises can have hundreds of Salesforce accounts, opportunities, and campaigns. Matching the right Brandfolder assets to the right CRM records requires solid metadata alignment — without it, assets end up attached to the wrong records or missed entirely, and the integration stops being useful.
How Tray.ai Can Help:
tray.ai's data transformation and conditional logic tools let teams build precise asset-to-record mapping rules based on Brandfolder tags, custom metadata fields, and Salesforce field values like industry, product line, or deal stage. This works at any scale without manual intervention.
Challenge
Handling Permissions and Asset Access Control Across Both Platforms
Brandfolder has its own permission model for controlling who can view, download, or share assets. Salesforce has its own role-based access structure. Making sure the right Salesforce users only see assets they're authorized to access in Brandfolder is a real governance challenge when connecting the two platforms.
How Tray.ai Can Help:
tray.ai workflows can respect both platforms' permission boundaries by using service accounts with appropriate scopes, filtering assets based on user roles before surfacing them in Salesforce, and passing only public or role-appropriate asset links through to CRM records. Custom logic can enforce access rules consistently across both systems.
Challenge
Avoiding Duplicate or Redundant Asset Attachments in Salesforce
Without deduplication logic, automated workflows can attach the same Brandfolder asset multiple times to a Salesforce record — for example, when a deal stage updates several times in quick succession. This clutters opportunity records and creates confusion for sales reps.
How Tray.ai Can Help:
tray.ai supports deduplication checks that query existing Salesforce attachments or notes before writing new ones. Workflows can verify whether an asset link is already present on a record and skip or update rather than duplicate, keeping CRM records clean no matter how frequently triggers fire.
Challenge
Synchronizing Brandfolder Organizational Structure with Salesforce Data Taxonomy
Brandfolder organizes assets through a hierarchy of brands, collections, and sections with custom metadata tags. Salesforce organizes data around objects like Accounts, Opportunities, and Campaigns with its own field structure. Bridging these two taxonomies requires translation logic that's hard to maintain manually as both platforms change over time.
How Tray.ai Can Help:
tray.ai's visual workflow builder includes data mapping and transformation tools that let teams define and maintain a translation layer between Brandfolder's asset taxonomy and Salesforce's data model. When either platform's structure changes, teams update the mapping logic in one place rather than rewriting integration code, which cuts long-term maintenance overhead considerably.
Start using our pre-built Brandfolder & Salesforce templates today
Start from scratch or use one of our pre-built Brandfolder & Salesforce templates to quickly solve your most common use cases.
Brandfolder & Salesforce Templates
Find pre-built Brandfolder & Salesforce solutions for common use cases
Template
Auto-Attach Brandfolder Assets to New Salesforce Opportunities
This template monitors Salesforce for newly created opportunities and automatically queries Brandfolder for relevant assets based on opportunity type, product line, or custom tags. Matching asset links are then attached to the Salesforce opportunity record, so sales reps have immediate access to the right collateral from day one of a new deal.
Steps:
- Trigger fires when a new Opportunity is created in Salesforce
- Query Brandfolder for assets matching the opportunity's product category or custom tag
- Format asset URLs and metadata from Brandfolder API response
- Create a Note or attach asset links to the Salesforce Opportunity record
- Optionally post a Salesforce Chatter message notifying the opportunity owner of available assets
Connectors Used: Brandfolder, Salesforce
Template
Stage-Based Asset Delivery from Brandfolder to Salesforce Reps
This template watches for Salesforce opportunity stage changes and automatically delivers the appropriate Brandfolder asset collection link to the sales rep via a Salesforce task or Chatter notification, so context-relevant content reaches the rep at each stage of the deal cycle.
Steps:
- Trigger fires when an Opportunity stage field is updated in Salesforce
- Map the new stage value to a corresponding Brandfolder collection or asset tag
- Retrieve the shareable collection link from Brandfolder
- Create a Salesforce Task assigned to the opportunity owner with the asset link and instructions
- Log the asset delivery action as an activity on the Salesforce Opportunity
Connectors Used: Brandfolder, Salesforce
Template
Sync Brandfolder Asset Updates to Salesforce Notifications
This template listens for asset update events in Brandfolder and automatically notifies relevant Salesforce users via Chatter posts or task creation, so the sales team knows immediately when key collateral has been refreshed and old versions should be retired.
Steps:
- Trigger fires when an asset is updated or a new version is published in Brandfolder
- Identify the asset type and relevant sales team or Salesforce user group via custom mapping
- Generate a formatted update message including asset name, change summary, and new asset URL
- Post a Salesforce Chatter message or create Tasks for the targeted sales users
- Optionally update a custom Salesforce field on related Opportunity or Account records with the latest asset link
Connectors Used: Brandfolder, Salesforce
Template
Write Brandfolder Asset Share Events to Salesforce Activity Timeline
This template captures asset share and view events from Brandfolder and logs them as activity records on the corresponding Salesforce Contact or Lead, giving sales reps a real-time content engagement feed inside the CRM to drive timely, informed follow-ups.
Steps:
- Trigger fires when a Brandfolder asset share link is viewed or downloaded
- Extract recipient email address and asset metadata from the Brandfolder event payload
- Look up the matching Contact or Lead in Salesforce by email address
- Create a Salesforce Activity or Task record logging the content engagement event
- Optionally update a custom score or engagement field on the associated Opportunity
Connectors Used: Brandfolder, Salesforce
Template
Create Brandfolder Collections Automatically for New Salesforce Campaigns
This template triggers when a new Campaign is created in Salesforce and automatically creates a corresponding collection in Brandfolder, pre-populated with assets tagged to that campaign type, giving sales reps immediate, organized access to all campaign materials.
Steps:
- Trigger fires when a new Campaign record is created in Salesforce
- Extract campaign name, type, and associated product or market segment metadata
- Create a new Collection in Brandfolder named after the Salesforce Campaign
- Query Brandfolder for existing assets tagged to the matching campaign type and add them to the new collection
- Write the Brandfolder collection URL back to a custom URL field on the Salesforce Campaign record
Connectors Used: Brandfolder, Salesforce
Template
Salesforce Account Enrichment with Brandfolder Custom Asset Links
This template keeps Salesforce Account records current with direct links to account-specific Brandfolder assets, automatically updating the account whenever new tailored materials — co-branded content, custom proposals — are uploaded to Brandfolder for that account.
Steps:
- Trigger fires when a new asset is uploaded to Brandfolder with an account-specific tag or metadata field
- Extract the account identifier from the Brandfolder asset metadata
- Search for the matching Account record in Salesforce by account name or ID
- Update a custom field on the Salesforce Account with the new Brandfolder asset URL or collection link
- Post an optional Chatter notification to the account owner alerting them of the new custom material
Connectors Used: Brandfolder, Salesforce