OpenAI and Salesforce integration

Save yourself the work of writing custom integrations for OpenAI and Salesforce and use n8n instead. Build adaptable and scalable AI, Langchain, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

Get started

See n8n in action

How to connect OpenAI and Salesforce

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: 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.

OpenAI and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure OpenAI and Salesforce nodes

You can find OpenAI and Salesforce in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure OpenAI and Salesforce nodes one by one: input data on the left, parameters in the middle, and output data on the right.

OpenAI and Salesforce integration: Add and configure OpenAI and Salesforce nodes

Step 3: Connect OpenAI and Salesforce

A connection establishes a link between OpenAI and Salesforce (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

OpenAI and Salesforce integration: Connect OpenAI and Salesforce

Step 4: Customize and extend your OpenAI and Salesforce integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect OpenAI and Salesforce with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

OpenAI and Salesforce integration: Customize and extend your OpenAI and Salesforce integration

Step 5: Test and activate your OpenAI and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from OpenAI to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

OpenAI and Salesforce integration: Test and activate your OpenAI and Salesforce workflow

Build your own OpenAI and Salesforce integration

Create custom OpenAI 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.

OpenAI supported actions

Assistant
Text
Image
Audio
File

Create an Assistant

Create a new assistant

Delete an Assistant

Delete an assistant from the account

List Assistants

List assistants in the organization

Message an Assistant

Send messages to an assistant

Update an Assistant

Update an existing assistant

Message a Model

Create a completion with GPT 3, 4, etc.

Classify Text for Violations

Check whether content complies with usage policies

Analyze Image

Take in images and answer questions about them

Generate an Image

Creates an image from a text prompt

Generate Audio

Creates audio from a text prompt

Transcribe a Recording

Transcribes audio into the text

Translate a Recording

Translate audio into the text in the english language

Delete a File

Delete a file from the server

List Files

Returns a list of files that belong to the user's organization

Upload a File

Upload a file that can be used across various endpoints

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

OpenAI and Salesforce integration details

OpenAI, the creator of ChatGPT, offers a range of powerful models including GPT-3, DALL·E, and Whisper. Leverage these models to build AI-powered workflows.

OpenAI node docs + examples

See OpenAI integrations

Related categories

Langchain

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 OpenAI

Other integrations with Salesforce

OpenAI and Salesforce integration tutorials

Tutorial
AI
Bot

How to create a ChatGPT Discord bot

In this tutorial, we dive deep into how to create an AI bot for analyzing user requests and automating notifications in different Discord channels. Read on!

AI
Bot
Tutorial

How to create an AI bot in Telegram

Learn how to create an AI chatbot for Telegram with our easy-to-follow guide. Ideal for users who are interested in exploring the realm of bot development without coding.

AI
Tutorial

How to use OpenAI node with n8n to automate your workflows

Learn how to use OpenAI node together with n8n to automate your workflows – discover these 6 existing automation ideas!

AI
Tutorial

How to get started with ChatGPT in your n8n projects: 5 simple workflows

Learn how to connect n8n with ChatGPT and effectively use this chatbot. Prompt engineering and prompt chaining is the trick!

Sales
Tutorial

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