Chargeback and Salesforce integration + automation
Chargeback and Salesforce integrations couldn’t be easier with the Tray platform’s robust Chargeback and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular Chargeback and Salesforce integrations
Chargeback and Salesforce Connector Details
Connector TypeTray Connector
Salesforce
Learn moreUsesSales, Marketing, All
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
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
