Muh Resky Adiansyah This workflow corresponds to n8n.io template #14993 — we link there as the canonical source.
The workflow JSON
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{
"id": "raw_id",
"name": "Salesforce Leads & Opportunities to PostgreSQL (Backfill & Incremental Sync ETL)",
"tags": [],
"nodes": [
{
"id": "f5fd8873-0c97-4ca8-afa3-8366ceab5284",
"name": "Lead Field Reference",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
0
],
"parameters": {
"width": 336,
"height": 384,
"content": "## Lead Field Reference\n\nUse API field names from **Salesforce Object Manager \u2192 Lead \u2192 Fields & Relationships**.\n\nUpdate the Lead fetch node only with fields that exist in your Salesforce Lead object."
},
"typeVersion": 1
},
{
"id": "88090729-c267-49d4-b121-ccd0af8c4837",
"name": "Opportunity Field Reference",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
400
],
"parameters": {
"width": 336,
"height": 432,
"content": "## Opportunity Field Reference\n\nUse API field names from **Salesforce Object Manager \u2192 Opportunity \u2192 Fields & Relationships**.\n\nUpdate the Opportunity fetch node only with fields that exist in your Salesforce Opportunity object."
},
"typeVersion": 1
},
{
"id": "af944ad5-8cf0-433c-8d73-97d1eddaa62f",
"name": "Fetch Opportunity Records",
"type": "n8n-nodes-base.salesforce",
"position": [
128,
640
],
"parameters": {
"options": {
"fields": "CreatedDate, CreatedById, Name, Phone__c, LeadSource, OwnerId, StageName, Amount, AccountId\n",
"conditionsUi": {
"conditionValues": [
{
"field": "CreatedDate",
"value": "={{ $json.since_datetime }}",
"operation": ">="
},
{
"field": "CreatedDate",
"value": "={{ $json.until_datetime }}",
"operation": "<="
}
]
}
},
"resource": "opportunity",
"operation": "getAll",
"returnAll": true
},
"typeVersion": 1
},
{
"id": "358c8d84-6626-4ce6-a26d-a1460d5ad223",
"name": "Opportunity De-duplication Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
1104,
544
],
"parameters": {
"width": 448,
"height": 320,
"content": "## Opportunity De-duplication\n\nThis branch removes duplicate opportunity rows before the merge step.\n\nThe current design intentionally keeps a single opportunity record per normalized opportunity phone key."
},
"typeVersion": 1
},
{
"id": "e6d52258-ef06-4557-b34e-bd9b639150b1",
"name": "Phone-Based Routing Overview",
"type": "n8n-nodes-base.stickyNote",
"position": [
368,
0
],
"parameters": {
"width": 448,
"height": 832,
"content": "## Phone-Based Routing Overview\n\nThis workflow intentionally splits data into two paths:\n\n- Records **without a phone value** bypass phone normalization and still flow into the final output.\n- Records **with a phone value** are normalized and used for lead-to-opportunity enrichment.\n\nThis ensures records with empty phone fields are still preserved in the final dataset."
},
"typeVersion": 1
},
{
"id": "57128d90-424f-4c4e-863f-41527f866aeb",
"name": "Normalize Output Fields",
"type": "n8n-nodes-base.code",
"position": [
2128,
240
],
"parameters": {
"jsCode": "return items.map(item => {\n const j = item.json || {};\n const attrs = j.attributes || {};\n\n // --- 1) Extract basic record metadata ---\n const sourceObject = attrs.type || null;\n const recordId = attrs.url\n ? attrs.url.split('/').pop()\n : (j.Id || null);\n\n // --- 2) Read phone values from possible source fields ---\n const phoneLead = j.Phone ?? j.body?.nomorlead ?? null;\n const phoneOpportunity = j.Phone__c ?? j.body?.nomoroppty ?? null;\n\n // --- 3) Prioritize Lead phone, then fall back to Opportunity phone ---\n const rawPhone = phoneLead || phoneOpportunity || null;\n\n // --- 4) Normalize phone into +62 format ---\n let cleanPhone = null;\n if (rawPhone) {\n let p = String(rawPhone).trim();\n\n // Remove all non-digit characters\n p = p.replace(/\\D/g, \"\");\n\n // If the number starts with 0, convert it to Indonesia country code format\n if (p.startsWith(\"0\")) {\n p = \"62\" + p.slice(1);\n }\n\n // If the number does not start with 62, prepend the Indonesia country code\n if (!p.startsWith(\"62\")) {\n p = \"62\" + p;\n }\n\n cleanPhone = \"+\" + p;\n }\n\n // --- 5) Build a standardized output object ---\n item.json = {\n Source_Object: sourceObject,\n SF_Id: recordId,\n CreatedById: j.CreatedById,\n\n CreatedDate: j.CreatedDate ?? null,\n Name: j.Name ?? null,\n\n Phone: rawPhone,\n Clean_Phone: cleanPhone,\n Email: j.Email ?? null,\n\n LeadSource: j.LeadSource ?? null,\n\n Status: j.Status ?? null, // Lead only\n StageName: j.StageName ?? null, // Opportunity only\n\n OwnerId: j.OwnerId ?? null,\n AccountId: j.AccountId ?? null,\n Amount: j.Amount ?? null\n };\n\n return item;\n});"
},
"typeVersion": 2
},
{
"id": "9f4d9b4b-0f7b-4333-a19c-3080ee4b07c1",
"name": "Batch Processing Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2016,
96
],
"parameters": {
"width": 784,
"height": 672,
"content": "## Salesforce Data Bank ETL (Backfill & Incremental Sync)\n\nThis workflow extracts Lead and Opportunity data from Salesforce and loads it into PostgreSQL for reporting and analytics. It supports two operating modes in a single workflow.\n\n### Two Input Modes\n\n- Historical Backfill (Manual Trigger)\nRun once to populate past data. Set start_date and end_date in the Set Date Range node. The workflow splits the range into 7-day batches to reduce load and prevent API issues.\n\n- Incremental Sync (Schedule Trigger)\nRuns automatically and pulls recent data (daily). The date range is calculated dynamically using ISO datetime.\n\n### Core Flow\n- Fetch Lead & Opportunity data from Salesforce\n- Split records based on phone availability\n- Normalize phone numbers into +62 format (Indonesia IDD)\n- Merge datasets using phone as a bridge\n- Standardize fields into a unified schema\n- Upsert into PostgreSQL (no duplicate records)\n\n### Phone Normalization\n\nPhone numbers are cleaned and converted into +62 format, representing Indonesia\u2019s international dialing code (IDD). This ensures consistent formatting, reliable merging, and compatibility with downstream systems.\n\n### Batch Processing\n\nDate periods are processed in batches (weekly chunks) to reduce load on Salesforce and downstream systems. This helps prevent oversized requests, timeouts, and temporary API errors during backfills.\n\n### Setup\n\na) Salesforce credential \u2014 Configure Salesforce OAuth2 with access to Lead and Opportunity objects\nb) PostgreSQL \u2014 Prepare target table (e.g. n8n_salesforce_data) with matching schema\nc) Historical range \u2014 Set start_date and end_date in Set Date Range node before running backfill\nd) Schedule trigger \u2014 Configure interval for incremental sync (e.g. daily)"
},
"typeVersion": 1
},
{
"id": "955410bc-9bdf-4b3b-9463-4cc5703911dc",
"name": "Lead and Opportunity Merge Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
1504,
0
],
"parameters": {
"width": 320,
"height": 512,
"content": "## Lead and Opportunity Merge\n\nThis merge step enriches lead records with opportunity data using the normalized phone-based merge key.\n\nRecords that do not have a usable phone value still remain in the final combined dataset."
},
"typeVersion": 1
},
{
"id": "6f4b4fe5-b6d1-48ab-86fe-03f96058b959",
"name": "Merge All Streams",
"type": "n8n-nodes-base.merge",
"position": [
1904,
224
],
"parameters": {
"numberInputs": 3
},
"typeVersion": 3.2
},
{
"id": "499aaf25-5440-4249-a669-3e6d14ba2e2a",
"name": "Set Historical Date Range",
"type": "n8n-nodes-base.set",
"position": [
-896,
192
],
"parameters": {
"mode": "raw",
"options": {},
"jsonOutput": "{\n \"start_date\": \"2025-12-07\",\n \"end_date\": \"2026-04-11\"\n}"
},
"typeVersion": 3.4
},
{
"id": "fdc19358-fff1-4a81-bf22-3c1430c8899f",
"name": "Generate Weekly Periods",
"type": "n8n-nodes-base.code",
"position": [
-672,
192
],
"parameters": {
"jsCode": "let start = new Date($input.first().json.start_date);\nconst end = new Date($input.first().json.end_date);\n\nconst output = [];\n\nconst formatDate = (date) => {\n const year = date.getFullYear();\n const month = String(date.getMonth() + 1).padStart(2, '0');\n const day = String(date.getDate()).padStart(2, '0');\n return `${year}-${month}-${day}`;\n};\n\nwhile (start <= end) {\n let until = new Date(start);\n until.setDate(until.getDate() + 6);\n\n if (until > end) {\n until = new Date(end);\n }\n\n const sinceDate = formatDate(start);\n const untilDate = formatDate(until);\n\n output.push({\n since: sinceDate,\n until: untilDate,\n since_datetime: `${sinceDate}T00:00:00Z`,\n until_datetime: `${untilDate}T23:59:59Z`,\n });\n\n start.setDate(start.getDate() + 7);\n}\n\nreturn output.map(d => ({ json: d }));"
},
"typeVersion": 2
},
{
"id": "487ea575-1eee-4354-85b5-870ac1a9e0b7",
"name": "Loop Over Date Periods",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-352,
336
],
"parameters": {
"options": {}
},
"retryOnFail": true,
"typeVersion": 3
},
{
"id": "b7c39933-7a63-4f19-89b1-36f993621cd8",
"name": "Normalize Lead Phone (+62)",
"type": "n8n-nodes-base.set",
"position": [
928,
304
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "d3f954ee-b7fa-40b9-8771-3a0533d5fd3f",
"name": "body.nomorlead",
"type": "string",
"value": "={{ \n ($json.Phone || \"\")\n .toString()\n .trim() // remove leading/trailing whitespace and newline characters\n .replace(/\\s+/g, \"\") // remove internal whitespace\n .replace(/[^0-9]/g, \"\") // remove all non-digit characters (e.g. +, -, (, ))\n .replace(/^0/, \"+62\") // if starts with 0 \u2192 convert to Indonesia country code\n .replace(/^62+/, \"+62\") // prevent duplicated country code (e.g. 6262 \u2192 62)\n}}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "eb1a3824-5466-4a72-8cd2-f776440a193e",
"name": "Normalize Opportunity Phone (+62)",
"type": "n8n-nodes-base.set",
"position": [
928,
704
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "d3f954ee-b7fa-40b9-8771-3a0533d5fd3f",
"name": "body.nomoroppty",
"type": "string",
"value": "={{ \n ($json.Phone__c || \"\")\n .toString()\n .trim() // remove leading/trailing whitespace and newline characters\n .replace(/\\s+/g, \"\") // remove internal whitespace\n .replace(/[^0-9]/g, \"\") // remove all non-digit characters (e.g. +, -, (, ))\n .replace(/^0/, \"+62\") // if starts with 0 \u2192 convert to Indonesia country code\n .replace(/^62+/, \"+62\") // prevent duplicated country code (e.g. 6262 \u2192 62)\n}}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "eb4359be-af00-4a54-8d47-7eb87fea7578",
"name": "Fetch Lead Records",
"type": "n8n-nodes-base.salesforce",
"position": [
128,
224
],
"parameters": {
"options": {
"fields": "CreatedDate, CreatedById, Name, Phone, Email, LeadSource, Status, OwnerId",
"conditionsUi": {
"conditionValues": [
{
"field": "CreatedDate",
"value": "={{ $json.until_datetime }}",
"operation": "<="
},
{
"field": "CreatedDate",
"value": "={{ $json.since_datetime }}",
"operation": ">="
}
]
}
},
"operation": "getAll",
"returnAll": true
},
"credentials": {
"salesforceOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "57a4d736-987f-441a-b642-0d6dbba075ff",
"name": "Upsert Rows into Postgres",
"type": "n8n-nodes-base.postgres",
"position": [
2128,
720
],
"parameters": {
"table": {
"__rl": true,
"mode": "list",
"value": "n8n_salesforce_data",
"cachedResultName": "n8n_salesforce_data"
},
"schema": {
"__rl": true,
"mode": "list",
"value": "public"
},
"columns": {
"value": {
"Name": "={{ $json.Name }}",
"Email": "={{ $json.Email }}",
"Phone": "={{ $json.Clean_Phone }}",
"sf_id": "={{ $json.SF_Id }}",
"Amount": "={{ $json.Amount }}",
"Status": "={{ $json.Status }}",
"OwnerId": "={{ $json.OwnerId }}",
"AccountId": "={{ $json.AccountId }}",
"StageName": "={{ $json.StageName }}",
"synced_at": "={{ $now }}",
"LeadSource": "={{ $json.LeadSource }}",
"CreatedById": "={{ $json.CreatedById }}",
"CreatedDate": "={{ $json.CreatedDate }}"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "id",
"defaultMatch": true,
"canBeUsedToMatch": true
},
{
"id": "CreatedDate",
"type": "dateTime",
"display": true,
"required": false,
"displayName": "CreatedDate",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "CreatedById",
"type": "string",
"display": true,
"required": false,
"displayName": "CreatedById",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "Name",
"type": "string",
"display": true,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "Phone",
"type": "string",
"display": true,
"required": false,
"displayName": "Phone",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "Email",
"type": "string",
"display": true,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "LeadSource",
"type": "string",
"display": true,
"required": false,
"displayName": "LeadSource",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "Status",
"type": "string",
"display": true,
"required": false,
"displayName": "Status",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "StageName",
"type": "string",
"display": true,
"required": false,
"displayName": "StageName",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "OwnerId",
"type": "string",
"display": true,
"required": false,
"displayName": "OwnerId",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "Amount",
"type": "number",
"display": true,
"required": false,
"displayName": "Amount",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "AccountId",
"type": "string",
"display": true,
"required": false,
"displayName": "AccountId",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "synced_at",
"type": "dateTime",
"display": true,
"required": false,
"displayName": "synced_at",
"defaultMatch": false,
"canBeUsedToMatch": false
},
{
"id": "sf_id",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "sf_id",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"sf_id"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "upsert"
},
"credentials": {
"postgres": {
"name": "<your credential>"
}
},
"typeVersion": 2.6
},
{
"id": "06842db4-eccc-4f19-a336-514e6f3c7bfd",
"name": "Schedule Trigger (Incremental)",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-1120,
464
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.2
},
{
"id": "9da3f634-370c-4b2f-a0a4-eb01bab9d206",
"name": "Manual Trigger (Historical Backfill)",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-1120,
192
],
"parameters": {},
"typeVersion": 1
},
{
"id": "a85a6d17-e1ac-4faa-9a14-5a6364a6a8bf",
"name": "Merge Lead with Opportunity",
"type": "n8n-nodes-base.merge",
"position": [
1616,
336
],
"parameters": {
"mode": "combine",
"options": {},
"advanced": true,
"joinMode": "enrichInput1",
"mergeByFields": {
"values": [
{
"field1": "body.nomorlead",
"field2": "body.nomoroppty"
}
]
}
},
"typeVersion": 3.2
},
{
"id": "ff23e9a9-9f4e-4f32-a577-014a9061d887",
"name": "Set Incremental Dates",
"type": "n8n-nodes-base.code",
"position": [
-896,
464
],
"parameters": {
"jsCode": "const now = new Date();\nconst yesterday = new Date(now);\nyesterday.setDate(now.getDate() - 1);\n\nconst formatDate = (date) => {\n const d = new Date(date);\n const year = d.getUTCFullYear();\n const month = String(d.getUTCMonth() + 1).padStart(2, '0');\n const day = String(d.getUTCDate()).padStart(2, '0');\n return `${year}-${month}-${day}`;\n};\n\nconst formatDateTime = (date, isEndOfDay = false) => {\n const d = new Date(date);\n if (isEndOfDay) {\n d.setUTCHours(23, 59, 59, 999);\n } else {\n d.setUTCHours(0, 0, 0, 0);\n }\n return d.toISOString();\n};\n\nconst since = formatDate(yesterday);\nconst until = formatDate(now);\n\nreturn [\n {\n json: {\n since,\n until,\n since_datetime: formatDateTime(yesterday, false),\n until_datetime: formatDateTime(now, true)\n }\n }\n];"
},
"typeVersion": 2
},
{
"id": "190d355e-ae98-4536-8316-b63ec9981ca7",
"name": "Remove Duplicate Opportunities",
"type": "n8n-nodes-base.removeDuplicates",
"position": [
1264,
704
],
"parameters": {
"compare": "selectedFields",
"options": {},
"fieldsToCompare": "body.nomoroppty"
},
"typeVersion": 2
},
{
"id": "ab62817d-8819-453f-990b-b8064ceeec3f",
"name": "Phone empty? (Lead)",
"type": "n8n-nodes-base.if",
"position": [
560,
224
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "77b5ed4b-f0ff-4f65-8e4e-920779c25871",
"operator": {
"type": "string",
"operation": "empty",
"singleValue": true
},
"leftValue": "={{ String($json.Phone || '').trim() }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "0e710607-a9d6-480b-bca8-eda248091e00",
"name": "Phone empty? (Opportunity)",
"type": "n8n-nodes-base.if",
"position": [
544,
640
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "77b5ed4b-f0ff-4f65-8e4e-920779c25871",
"operator": {
"type": "string",
"operation": "empty",
"singleValue": true
},
"leftValue": "={{ String($json.Phone__c || '').trim() }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
}
],
"active": false,
"settings": {
"binaryMode": "separate",
"executionOrder": "v1"
},
"versionId": "raw_versionid",
"connections": {
"Merge All Streams": {
"main": [
[
{
"node": "Normalize Output Fields",
"type": "main",
"index": 0
}
]
]
},
"Fetch Lead Records": {
"main": [
[
{
"node": "Phone empty? (Lead)",
"type": "main",
"index": 0
}
]
]
},
"Phone empty? (Lead)": {
"main": [
[
{
"node": "Merge All Streams",
"type": "main",
"index": 0
}
],
[
{
"node": "Normalize Lead Phone (+62)",
"type": "main",
"index": 0
}
]
]
},
"Set Incremental Dates": {
"main": [
[
{
"node": "Loop Over Date Periods",
"type": "main",
"index": 0
}
]
]
},
"Loop Over Date Periods": {
"main": [
[],
[
{
"node": "Fetch Lead Records",
"type": "main",
"index": 0
},
{
"node": "Fetch Opportunity Records",
"type": "main",
"index": 0
}
]
]
},
"Generate Weekly Periods": {
"main": [
[
{
"node": "Loop Over Date Periods",
"type": "main",
"index": 0
}
]
]
},
"Normalize Output Fields": {
"main": [
[
{
"node": "Upsert Rows into Postgres",
"type": "main",
"index": 0
}
]
]
},
"Fetch Opportunity Records": {
"main": [
[
{
"node": "Phone empty? (Opportunity)",
"type": "main",
"index": 0
}
]
]
},
"Set Historical Date Range": {
"main": [
[
{
"node": "Generate Weekly Periods",
"type": "main",
"index": 0
}
]
]
},
"Upsert Rows into Postgres": {
"main": [
[
{
"node": "Loop Over Date Periods",
"type": "main",
"index": 0
}
]
]
},
"Normalize Lead Phone (+62)": {
"main": [
[
{
"node": "Merge Lead with Opportunity",
"type": "main",
"index": 0
}
]
]
},
"Phone empty? (Opportunity)": {
"main": [
[
{
"node": "Merge All Streams",
"type": "main",
"index": 1
}
],
[
{
"node": "Normalize Opportunity Phone (+62)",
"type": "main",
"index": 0
}
]
]
},
"Merge Lead with Opportunity": {
"main": [
[
{
"node": "Merge All Streams",
"type": "main",
"index": 2
}
]
]
},
"Remove Duplicate Opportunities": {
"main": [
[
{
"node": "Merge Lead with Opportunity",
"type": "main",
"index": 1
}
]
]
},
"Schedule Trigger (Incremental)": {
"main": [
[
{
"node": "Set Incremental Dates",
"type": "main",
"index": 0
}
]
]
},
"Normalize Opportunity Phone (+62)": {
"main": [
[
{
"node": "Remove Duplicate Opportunities",
"type": "main",
"index": 0
}
]
]
},
"Manual Trigger (Historical Backfill)": {
"main": [
[
{
"node": "Set Historical Date Range",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
postgressalesforceOAuth2Api
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About this workflow
This workflow extracts Lead and Opportunity data from Salesforce, transforms and normalizes the data, and loads it into PostgreSQL as a structured data bank for reporting and analytics.
Source: https://n8n.io/workflows/14993/ — original creator credit. Request a take-down →
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