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.
Salesforce and Tray
Salesforce is the system of record for revenue and service. Tray connects Salesforce to the rest of your stack so record changes trigger governed steps in CPQ, billing, support, and marketing. Results write back to the right objects with full visibility for the teams that own them.
With Tray, you build and that connect Salesforce across your business systems and teams.
Automations
Integrations
Agents
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
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