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Salesforce and PEX integration + automation

Salesforce and PEX integrations couldn’t be easier with the Tray platform’s robust Salesforce and PEX connectors, which can connect to any service without the need for separate integration tools.

Salesforce and PEX Connector Details

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Salesforce

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UsesSales, 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
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Fund cardGet business summaryGet card holderOrder cardRaw HTTP request (advanced)Zero card

Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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