Overview
This node provides integration with Salesforce, allowing users to interact with Salesforce data and services within n8n workflows. It is useful for automating tasks such as data retrieval, updates, and other Salesforce operations. Common scenarios include syncing Salesforce data with other systems, automating lead or contact management, and triggering workflows based on Salesforce events.
Use Case Examples
- Retrieve Salesforce records and process them in n8n.
- Update Salesforce objects based on external data changes.
- Automate lead creation and follow-up tasks using Salesforce data.
Properties
| Name | Meaning |
|---|---|
| Request Options | Settings to control how requests to Salesforce are made, including batching, SSL handling, proxy usage, and timeout settings. |
Output
JSON
data- The data returned from Salesforce operations, typically containing records or results of the requested actions.
Dependencies
- Requires Salesforce API credentials for authentication.
Troubleshooting
- Ensure Salesforce API credentials are correctly configured and have necessary permissions.
- If SSL errors occur, consider enabling 'Ignore SSL Issues' but be aware of security risks.
- Proxy settings must be correctly formatted if used, including authentication details if required.
- Timeouts may occur if the server is slow or network issues exist; adjust the timeout setting accordingly.
Links
- Salesforce Developer Documentation - Official documentation for Salesforce APIs and integration guidelines.
- n8n Salesforce Node Documentation - Detailed usage instructions and examples for the Salesforce node in n8n.