Adapter Salesforce
Salesforce
Salesforce is a leading customer relationship management (CRM) platform for managing customer interactions, sales processes, service operations and marketing workflows.
Modernize process automation for Salesforce operations
Connect Salesforce activities with enterprise workflows to gain better control over high-volume CRM processes.
Schedule seamlessly
Run Apex jobs, Flex Queue tasks, reports and data loads on your terms.
Automate intelligently
Trigger workflows and deliver data based on business events.
Operate reliably
Meet SLAs and reduce manual CRM task management.
CRM task scheduling with enterprise precision
Tidal’s pre-built adapter for Salesforce uses the Salesforce API to manage Batch Apex and other scheduled tasks from Tidal. By taking control of Salesforce’s native scheduler, Tidal adds audit-ready execution, error handling, dependency management and role-based access, bringing CRM workflows into your broader automation fabric.
What the adapter enables
With Tidal, you can automate and orchestrate Salesforce tasks such as:
- Apex Flex Queue jobs: Manage holding queues for up to 100 jobs and resequence directly through the Tidal interface.
- Batch Apex jobs: Run, reschedule, cancel or hold long-running jobs that process large volumes of records.
- Bulk data loads: Perform asynchronous insert, update, delete or query operations at scale.
- Reports and dashboards: Schedule generation and email delivery to specified recipients with output formatting.
- Data transfers: Use Tidal’s Data Mover to send and receive Salesforce data across platforms.
- Event-based automation: Trigger jobs in response to changes in Salesforce or related systems.
How it works
Tidal connects to Salesforce using the platform’s API to orchestrate jobs, manage queues and monitor execution.
Batch Apex job control
- Define, schedule and monitor Apex jobs from Tidal
- Cancel, hold and resume jobs
- Move jobs between queues with full visibility and control
Bulk data operations
- Schedule large-volume data updates using batch processing
- Monitor job status and log outcomes
- Transfer data securely with Data Mover
Reports and dashboard automation
- Schedule reports and dashboards to run and send via email
- Customize output formats and recipients
- Maintain consistency and reduce manual reporting effort
Apex Flex Queue configuration
The Flex Queue is a working area for up to 100 jobs. Jobs are taken out of the regular Apex Queue and placed on hold in the Flex Queue. Through the Tidal UI, you can edit, reschedule and resequence these jobs and put them back into the Apex Queue – no need to go into the Flex Queue to perform those tasks.
More Tidal integrations
The connected enterprise runs on Tidal
Support growth and agility with a central orchestration platform.
Tidal and Salesforce integration FAQs
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Why is it important to integrate workload automation with Salesforce?
Integrating workload automation with Salesforce is crucial for automating processes, improving efficiency and reducing manual tasks, ultimately freeing up employees to focus on strategic initiatives. This integration enables businesses to streamline various processes, from sales and marketing to customer service, and improves overall productivity and transparency. Integrating Tidal workflow automation with Salesforce can optimize processes from data entry to project management to reporting.
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What is Batch Apex in Salesforce?
Batch Apex in Salesforce is a mechanism for processing large datasets or complex operations asynchronously, breaking down a large set of records into smaller, manageable batches. This approach helps developers stay within Salesforce's governor limits while handling high-volume tasks.
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What is the difference between scheduled flow and Batch Apex?
Scheduled flows and Batch Apex are both mechanisms in Salesforce for running automation at scheduled times, but they differ significantly in their approach and capabilities. Scheduled flows are a low-code option for automating tasks, while Batch Apex offers more flexibility and control with code.