Salesforce

Overview

Automate Salesforce CRM from your workflows. The Salesforce node works across the core standard objects — Account, Contact, Lead, Opportunity, Case, and Task — plus any Custom Object by API name, and raw SOQL queries, using the Salesforce REST API.

Operations

• Create — create a record from a JSON object of field API names.
• Update — patch an existing record by Id.
• Get — fetch a record by Id.
• Get All — run a SOQL query (or a default SELECT Id, Name with a limit).
• Delete — delete a record by Id.
• Upsert — create or update by an External ID field/value.
• SOQL Query (the Query resource) — run any read query directly.

Fields

For Create, Update, and Upsert, supply a JSON object of Salesforce field API names to values. Values support {{variables}} from upstream nodes:

{
  "LastName": "Doe",
  "Company": "Acme",
  "Email": "{{$json.email}}"
}

For Custom Objects, set the API name (e.g. MyObject__c) and use that object's field API names.

Output ($json)

• {{$json.id}} — the new record Id (Create)
• {{$json.Id}}, {{$json.Name}} — record fields (Get)
• {{$json.records}} — the array of rows (Get All / Query)
• {{$json.totalSize}} — match count (Get All / Query)

Common Use Cases

• Create or upsert a Lead from an inbound form or webhook.
• Look up an Account or Contact with SOQL to enrich a downstream message.
• Open a Case from an email or Slack trigger.
• Update an Opportunity stage when a deal advances.

Required Credentials