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Manual Salesforce Operations

Original n8n title: Manual Salesforce

Manual Salesforce. Uses manualTrigger, salesforce. Event-driven trigger; 4 nodes.

Event trigger★★☆☆☆ complexity4 nodesSalesforce
CRM & Sales Trigger: Event Nodes: 4 Complexity: ★★☆☆☆ Added:

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "nodes": [
    {
      "name": "On clicking 'execute'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        420,
        260
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "name": "Salesforce",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        620,
        260
      ],
      "parameters": {
        "company": "CompanyInc",
        "lastname": "DudeOne",
        "additionalFields": {}
      },
      "credentials": {
        "salesforceOAuth2Api": "<your credential>"
      },
      "typeVersion": 1
    },
    {
      "name": "Salesforce1",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        810,
        260
      ],
      "parameters": {
        "leadId": "={{$node[\"Salesforce\"].json[\"id\"]}}",
        "operation": "update",
        "updateFields": {
          "city": "Berlin"
        }
      },
      "credentials": {
        "salesforceOAuth2Api": "<your credential>"
      },
      "typeVersion": 1
    },
    {
      "name": "Salesforce2",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        1020,
        260
      ],
      "parameters": {
        "title": "Deal Won!",
        "leadId": "={{$node[\"Salesforce\"].json[\"id\"]}}",
        "options": {},
        "operation": "addNote"
      },
      "credentials": {
        "salesforceOAuth2Api": "<your credential>"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "Salesforce": {
      "main": [
        [
          {
            "node": "Salesforce1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Salesforce1": {
      "main": [
        [
          {
            "node": "Salesforce2",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "On clicking 'execute'": {
      "main": [
        [
          {
            "node": "Salesforce",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

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About this workflow

Manual Salesforce. Uses manualTrigger, salesforce. Event-driven trigger; 4 nodes.

Source: https://github.com/Zie619/n8n-workflows — original creator credit. Request a take-down →

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