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integration Salesforce node

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Unlock Salesforce’s full potential with n8n, connecting it to similar Sales apps and over 1000 other services. Automate sales workflows by managing leads, tracking interactions, and synchronizing CRM data across platforms. Create adaptable and scalable workflows between Salesforce and your stack. All within a building experience you will love.

Create workflows with Salesforce integrations

799 integrations
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Popular ways to use Salesforce integration

Salesforce node

Create and update lead in Salesforce

Companion workflow for Salesforce node docs
sm-amudhan
amudhan
Google Sheets node
Merge node
+3

Create Salesforce accounts based on Google Sheets data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google Sheets. To run the workflow: Make sure you have both Google Sheets and Salesforce authenticated with n8n. Have a Google Sheet with contacts and their account names ready, copy the respective sheet ID from the URL: Add the sheet ID to the Google Sheet node of the workflow: Hit Execute Workflow Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.
mutedjam
Tom
HTTP Request node
Merge node
+5

Create Salesforce accounts based on Excel File data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel) check out this workflow instead. To run the workflow: Make sure your Salesforce account is authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready. The workflow uses this example file, but you probably want to use your own data instead. Hit the Execute Workflow button at the bottom of the n8n canvas. Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.
mutedjam
Tom
Merge node
+3

Create Salesforce accounts based on Excel 365 data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Excel files check out this workflow instead. To run the workflow: Make sure you have both Excel 365 and Salesforce authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready: Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from: Hit the Execute Workflow button at the bottom of the n8n canvas: Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.
mutedjam
Tom

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
Salesforce node

About 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.

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Use case

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FAQ about Salesforce integrations

  • How can I set up Salesforce integration in n8n?

      To use Salesforce integration in n8n, start by adding the Salesforce node to your workflow. You'll need to authenticate your Salesforce account using supported authentication methods. Once connected, you can choose from the list of supported actions or make custom API calls via the HTTP Request node, for example: you can then configure the parameters for the action you wish to execute, whether it's creating records, updating data, or querying information. It's essential to ensure that the necessary fields are mapped correctly to facilitate seamless data transfer. Finally, run your workflow to see the integration in action.

  • Do I need any special permissions or API keys to integrate Salesforce with n8n?

  • Can I combine Salesforce with other apps in n8n workflows?

  • What are some common use cases for Salesforce integrations with n8n?

  • How does n8n’s pricing model benefit me when integrating Salesforce?

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