Extract Salesforce records and email as CSV
This template demonstrates how you can create a CSV file and then store records fetched from Salesforce into this file.
Solutions by app
Salesforce: Keep every record in sync and every action on track
With Tray, Salesforce becomes the governed hub for clean data and coordinated work. Record changes trigger secure automations across your stack, while agents use Salesforce context to answer questions and take action.
With Tray, you build 
Automations 
Integrations and 
Agents that connect Salesforce across your business systems and teams.
AutomationsIntegrationsAgents
Use cases
Salesforce + Tray
Salesforce is where accounts, opportunities, contacts, and revenue activity are managed across the customer lifecycle. But work tied to those records rarely stays in Salesforce.
Tray extends Salesforce across your stack, connecting it to marketing, support, finance, identity, product, and any other system you rely on. Changes to leads, opportunities, accounts, or custom objects can trigger orchestrated workflows, governed automations, and agents that take action across tools, while keeping Salesforce as the system of record.
See how different teams use Tray to take action from Salesforce.
What you can do with Tray
Revenue operations
Revenue operations
If you work in revenue operations, these are common ways teams use Tray with Salesforce to standardize pipeline workflows and reduce manual process gaps.
- Enforce stage-based automation: Trigger validations, approvals, or downstream updates when opportunities move stages
- Sync closed-won deals to billing systems: Create subscriptions or invoices automatically when deals close
- Standardize lead routing logic: Assign leads based on territory, segment, or ownership rules
Sales
Sales
If you work in sales, these are common ways teams use Tray with Salesforce to keep deals moving and reduce manual follow-up.
- Route pricing or discount approvals: Trigger structured approvals when opportunity terms change
- Create follow-up tasks automatically: Generate next steps when stages update or risk signals appear
- Share deal updates across tools: Post opportunity changes to collaboration channels in real time
Marketing
Marketing
If you work in marketing, these are common ways teams use Tray with Salesforce to align campaigns with pipeline performance.
- Sync lead and campaign data: Keep leads, contacts, and campaign members aligned across marketing platforms
- Trigger nurture workflows from lifecycle changes: Launch campaigns when lead status or opportunity fields update
- Enrich contact records automatically: Pull firmographic or intent data into Salesforce at creation
Customer success
Customer success
If you work in customer success, these are common ways teams use Tray with Salesforce to manage renewals and reduce churn risk.
- Alert on renewal or risk signals: Notify account owners when key fields or health indicators change
- Sync support activity to accounts: Keep opportunity and account records aligned with ticket updates
- Automate renewal task creation: Generate follow-ups when renewal dates approach
Finance
Finance
If you work in finance, these are common ways teams use Tray with Salesforce to align revenue data with billing and reporting systems.
- Create billing records from closed deals: Trigger invoice or subscription creation when opportunities close
- Sync revenue data to ERP systems: Keep financial systems aligned with account and opportunity updates
- Route contract approvals before close: Require structured approval before high-value deals are finalized
Business systems
Business systems
If you work in business systems or IT, these are common ways teams use Tray with Salesforce to govern access and orchestrate cross-system workflows.
- Provision Salesforce access automatically: Create or update users when employees join or change roles
- Connect Salesforce to the stack: Sync accounts, opportunities, contacts, and custom objects with downstream systems
- Standardize automation across business units: Reuse routing, enrichment, and approval logic at scale
Automations
Automations with Salesforce and Tray
Use Salesforce record events and forms to route work, capture approvals, and orchestrate processes across your revenue and service stack. Automations write outcomes back to Salesforce with full visibility and a governed audit trail on every record.
Explore Salesforce-ready templates from Tray’s library
Tap into Tray’s Template Library to deploy proven workflows to your Tray account and run them with Salesforce for records, approvals, and customer updates.
Export leads from an Excel file to Salesforce
The purpose of this workflow is to capture leads from an Excel / XLSX file and use these to create and update contacts in Salesforce.
Update fields on a Salesforce record type by ID agent tool
Send this tool a record type, record ID, and array of field value updates and it will update the record's fields using the updates you send.
Integrations
Integrations with Salesforce and Tray
Tray connects Salesforce to the rest of your stack so leads, opportunities, cases, and accounts stay accurate everywhere. With governed integrations, updates flow bi-directionally, keeping data consistent, reducing manual effort, and ensuring teams work from a single source of truth.
Salesforce integration capabilities
Integrate Salesforce with 700+ applications plus any system with an API using our HTTP connector. These domains mirror Salesforce APIs and how teams actually work with Salesforce.
Start the right work at the right moment
- Record changes: Start flows when records are created, updated, or deleted
- Event streams: React to platform events or change notifications
- Schedules: Run time-based checks and digests on a cadence
- Inbound calls: Kick off flows from external systems and write results to Salesforce
Agents
Build agents with Salesforce and Tray
Make Salesforce the knowledge and action surface for your agent. Agents use approved record context, answer with references, and run governed tools that update Salesforce and connected systems.
Give agents the Salesforce context they need to answer accurately
- Object scope: Index selected objects and fields you authorize (standard or custom)
- Field controls: Respect record types, picklists, and field visibility
- Related content: Optionally include files, notes, and Knowledge articles
- Freshness: Schedule re-ingestion and set retention windows; or run live queries only
Tray vs. Agentforce
Tray Merlin Agent Builder
Acts across Salesforce and the rest of your stack using hundreds of connectors and HTTP
Supports your own LLMs or Tray-hosted models for flexible deployment
Enforces cross-system guardrails, RBAC, approvals, and end-to-end execution logs
Deploys in Slack or web while keeping Salesforce as the system of record
Agentforce
Operates natively on Salesforce objects, flows, and approvals surfaced in Slack and the Salesforce UI
Uses Einstein model options managed in Salesforce
Centers governance and visibility within the Salesforce platform
Performs best when most work and data remain inside Salesforce
Frequently Asked Questions
Find answers to common questions about our products and services.
How does Tray authenticate to Salesforce?
Use OAuth to create scoped connections. Use separate connections per environment and role to enforce least privilege.
How do you handle custom objects and fields?
Tray reads metadata so forms and automations populate required fields and valid picklist values. Use external IDs for safe upserts.
How do we avoid hitting limits?
Batch high-volume jobs with bulk operations. Tray uses retries with backoff and lets you throttle where needed.
Can we start on record changes in real time?
Yes. Start flows on record changes or on a schedule. You can also align with platform events or CDC where configured.
How do we start small and scale?
Begin with one object and one outcome, such as Closed Won to billing. Add approvals and downstream updates, then expand to more teams. Everything you build becomes reusable and agent-ready.
FAQs
Tray reads metadata so forms and automations populate required fields and valid picklist values. Use external IDs for safe upserts.
What comes standard with Tray
Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
- Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes