Metabase and Salesforce integration

Save yourself the work of writing custom integrations for Metabase and Salesforce and use n8n instead. Build adaptable and scalable Development, Data & Storage, workflows that work with your technology stack. All within a building experience you will love.

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How to connect Metabase and Salesforce

Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Build your own Metabase and Salesforce integration

Create custom Metabase and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Metabase supported actions

Salesforce supported actions

Metabase and Salesforce integration details

Metabase

Metabase is an efficient business intelligence and analytics tool. Its provides a high quality user experience, fast processing, and creative dashboards to help companies exploit their data. It is trusted by more than 45,000 businesses around the would.

Metabase node docs + examples

Metabase credential docs

See Metabase integrations

Related categories

Development Data & Storage

Salesforce

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Salesforce node docs + examples

Salesforce credential docs

See Salesforce integrations

Related categories

Sales Communication

Other integrations with Metabase

Other integrations with Salesforce

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Metabase and Salesforce integration tutorials

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

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