Salesforce node

Use the Salesforce node to automate work in Salesforce, and integrate Salesforce with other applications. n8n has built-in support for a wide range of Salesforce features, including creating, updating, deleting, and getting accounts, attachments, cases, and leads, as well as uploading documents.

On this page, you'll find a list of operations the Salesforce node supports and links to more resources.

Operations

• Account
  • Add note to an account
  • Create an account
  • Create a new account, or update the current one if it already exists (upsert)
  • Get an account
  • Get all accounts
  • Returns an overview of account's metadata.
  • Delete an account
  • Update an account
• Attachment
  • Create a attachment
  • Delete a attachment
  • Get a attachment
  • Get all attachments
  • Returns an overview of attachment's metadata.
  • Update a attachment
• Case
  • Add a comment to a case
  • Create a case
  • Get a case
  • Get all cases
  • Returns an overview of case's metadata
  • Delete a case
  • Update a case
• Contact
  • Add lead to a campaign
  • Add note to a contact
  • Create a contact
  • Create a new contact, or update the current one if it already exists (upsert)
  • Delete a contact
  • Get a contact
  • Returns an overview of contact's metadata
  • Get all contacts
  • Update a contact
• Custom Object
  • Create a custom object record
  • Create a new record, or update the current one if it already exists (upsert)
  • Get a custom object record
  • Get all custom object records
  • Delete a custom object record
  • Update a custom object record
• Document
  • Upload a document
• Flow
  • Get all flows
  • Invoke a flow
• Lead
  • Add lead to a campaign
  • Add note to a lead
  • Create a lead
  • Create a new lead, or update the current one if it already exists (upsert)
  • Delete a lead
  • Get a lead
  • Get all leads
  • Returns an overview of Lead's metadata
  • Update a lead
• Opportunity
  • Add note to an opportunity
  • Create an opportunity
  • Create a new opportunity, or update the current one if it already exists (upsert)
  • Delete an opportunity
  • Get an opportunity
  • Get all opportunities
  • Returns an overview of opportunity's metadata
  • Update an opportunity
• Search
  • Execute a SOQL query that returns all the results in a single response
• Task
  • Create a task
  • Delete a task
  • Get a task
  • Get all tasks
  • Returns an overview of task's metadata
  • Update a task
• User
  • Get a user
  • Get all users

Working with Salesforce custom fields

To add custom fields to your request:

1. Select Additional Fields > Add Field.
2. In the dropdown, select Custom Fields.

You can then find and add your custom fields.