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 can
Build agents
 that can take action, create powerful
Automations
, and set up
Integrations
.

Build

Build agents with Tray and Salesforce

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.

Automations

Automations with Tray and Salesforce

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.

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.

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 Tray and Salesforce

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.

Tray vs. Agentforce

Tray Merlin Agent Builder

Acts across Salesforce and the rest of your stack using hundreds of connectors and HTTP

Bring your own LLM or choose Tray-hosted models

Cross-system guardrails, RBAC, approvals, and end-to-end execution logs

Deploy in Slack or web while keeping Salesforce as the system of record

Scalable Platform

Agentforce

Native to Salesforce objects, flows, and approvals surfaced in Slack and the Salesforce UI

Uses Einstein model options managed in Salesforce

Governance and visibility centered in the Salesforce platform

Best when most work and data live inside Salesforce

FAQs

Tray reads metadata so forms and automations populate required fields and valid picklist values. Use external IDs for safe upserts.