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Salesforce and Postgres integration

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

How to connect Salesforce and Postgres

  • 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.

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

Step 2: Add and configure Salesforce and Postgres nodes

You can find Salesforce and Postgres 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 Salesforce and Postgres nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Salesforce and Postgres integration: Add and configure Salesforce and Postgres nodes

Step 3: Connect Salesforce and Postgres

A connection establishes a link between Salesforce and Postgres (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.

Salesforce and Postgres integration: Connect Salesforce and Postgres

Step 4: Customize and extend your Salesforce and Postgres 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 Salesforce and Postgres with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Salesforce and Postgres integration: Customize and extend your Salesforce and Postgres integration

Step 5: Test and activate your Salesforce and Postgres workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Salesforce to Postgres 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.

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

Build your own Salesforce and Postgres integration

Create custom Salesforce and Postgres 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.

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

Postgres supported actions

Delete
Delete an entire table or rows in a table
Execute Query
Execute an SQL query
Insert
Insert rows in a table
Insert or Update
Insert or update rows in a table
Select
Select rows from a table
Update
Update rows in a table

Salesforce and Postgres integration tutorials

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How to export data from PostgreSQL to CSV

CSV is a universally accepted and easy-to-read format to interpret data, and PostgreSQL is one of the most popular relational databases. Read on to learn how to export PostgreSQL as a CSV file using the COPY command, \copy command, and n8n.

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How to import CSV into PostgreSQL

PostgreSQL remains one of the most popular relational database options among data enthusiasts. Read on to learn how to import a CSV file into PostgreSQL using pgAdmin, SQL statements, and n8n.

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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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Database activity monitoring: How to automatically monitor and set alerts for a database

Learn what database activity monitoring is, why it's important, and how to automatically monitor a Postgres database containing IoT data with n8n workflows.

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Automate your data processing pipeline in 9 steps

Learn how to build an n8n workflow that processes text, stores data in two databases, and sends messages to Slack.

FAQs

  • Can Salesforce connect with Postgres?

  • Can I use Salesforce’s API with n8n?

  • Can I use Postgres’s API with n8n?

  • Is n8n secure for integrating Salesforce and Postgres?

  • How to get started with Salesforce and Postgres integration in n8n.io?

Need help setting up your Salesforce and Postgres integration?

Discover our latest community's recommendations and join the discussions about Salesforce and Postgres integration.
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Why use n8n to integrate Salesforce with Postgres

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.

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