Salesforce and SnapLogic Integration

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

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Salesforce provides customer relationship management service software, and has a complementary suite of enterprise applications as well. These are focused on customer service, marketing automation, analytics, and application development. It is the market leader in CRM solutions.

The latest Salesforce connector v8.7 exposes the v46.0 of Salesforce’s REST API. More information can be found on their primary API documentation (v1) site.

Encountering issues while authenticating with Salesforce, especially during the integration of a third-party app like Tray, may result from Salesforce blocking the application.

Salesforce’s default settings or specific organizational security policies can automatically block third-party apps that administrators have not pre-authorized. This is a standard precaution to prevent unauthorized access.

Steps to Unblock an App in Salesforce:

Log in to your Salesforce account.
Navigate to Platform Tools from the Home menu.
Under Platform Tools, select ‘Apps’, then choose ‘Connected Apps’.
Proceed to ‘Connected Apps OAuth Usage’.
In the list of apps, locate ‘Tray’.
In the Actions column, check the status of Tray.
If Tray is blocked, an option to ‘Unblock‘ will appear.
Click ‘Unblock‘ to grant Tray access.

Use cases

In each of these examples,

Data transformation, mapping, and filtering are crucial.
The Boolean and Branch connectors are often used for decision-making and data filtering.
The Script connector or JSON Transformer can be used for more complex data transformations.
When dealing with large datasets, consider using the bulk operations (bulk_update_records, bulk_upsert_records) for better performance.

Lead Scoring and Prioritization

Objective: Automatically score and prioritize leads based on their attributes and activities.

Steps:

Trigger: Use the record_create_update trigger for the Lead object.
Fetch Lead Data: Use the find_records operation to get full lead details.
AI-Powered Scoring: Use the Merlin functions connector with the classify text operation to analyze lead description and assign a category.
Data Enrichment: Use an external data enrichment service to get additional company information.
Calculate Score: Use a Script connector to calculate the final lead score based on AI classification and enriched data.
Update Lead: Use the update_record operation to update the lead’s score and priority in Salesforce.