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OpenAI
Salesforce
integrationOpenAI node
integrationSalesforce node

OpenAI and Salesforce integration

n8n lets you integrate OpenAI with Salesforce to build powerful workflows. Design automation that extracts, transforms and loads data between your apps and services. You can choose from thousands of ready-made apps or use our universal HTTP connector to sync apps not yet in our library.

Integrate OpenAI and Salesforce

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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.

How to connect OpenAI and Salesforce

  • Step 1: Add the first step

  • Step 2: Add OpenAI and Salesforce nodes

  • Step 3: Connect OpenAI and Salesforce

  • Step 4: Run workflow

Over 3000 companies switch to n8n every single week

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

  • Account
  • Attachment
  • Case
  • Contact
  • Custom Object
  • Document
  • Flow
  • Lead
  • Opportunity
  • Search
  • Task
  • User
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

integrationOpenAI node
OpenAI

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.

integrationSalesforce node
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.

OpenAI and Salesforce integration tutorials

featured image
  • Tutorial

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!

featured image
  • 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.

featured image
  • Tutorial

How to create an AI-driven tweet generator bot in 10 minutes

Lacking time or inspiration for your tweets? Then leverage OpenAI and n8n to generate tweets for you and store them in Airtable for further review.

featured image
  • 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!

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  • 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!

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  • Tutorial

How to easily automate your Salesforce data import

Looking to integrate OpenAI and Salesforce in your company?

Contact Sales

Why use n8n to integrate OpenAI with Salesforce

Build complex workflows, really fast

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

Use templates to get started fast

Use 1000+ workflow templates available from our core team and our community.

Reuse your work

Copy and paste, easily import and export workflows.

Implement complex processes faster with n8n

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