Salesforce / CRM Node
Create, read, update, delete, and query Salesforce CRM records across leads, accounts, contacts, opportunities, cases, and more — with SOQL query support and bulk data operations.
Authentication
Every Salesforce node operation accepts two connection properties. These can be stored as workflow variables or environment secrets and referenced with expressions:
| Property | Type | Description |
|---|---|---|
InstanceUrl |
string | Your Salesforce organisation URL. Example: https://yourorg.my.salesforce.com. Required for every operation. |
AccessToken |
string | A valid OAuth2 access token for the target Salesforce org. Obtain via the OAuth2 username-password flow, JWT bearer flow, or a stored credential. Required for every operation. |
Resources and Operations (8 Resources, 28 Operations)
| Resource | Operations | Description |
|---|---|---|
lead |
create, get, getall, update, delete, convert |
Full lead lifecycle management including lead conversion to Account, Contact, and Opportunity in a single operation. |
account |
create, get, getall, update, delete |
Create and manage company/organisation records. Supports parent account hierarchies and full billing address data. |
contact |
create, get, getall, update, delete |
Create and manage individual contact records linked to accounts. Full mailing address support. |
opportunity |
create, get, getall, update, close |
Manage sales opportunities through their pipeline stages. The close operation marks a deal as won or lost. |
case |
create, get, getall, update |
Create and manage support cases linked to accounts and contacts. Supports priority, status, and type classification. |
soql |
execute, executeWithPagination |
Run arbitrary SOQL queries against any Salesforce object. The paginated variant automatically retrieves all result pages. |
bulk |
create, upsert |
Load large volumes of records (hundreds to thousands) in a single operation using Salesforce Bulk API. Ideal for CSV imports and data migration. |
Key Capabilities
- 28 operations across 8 Salesforce resources — covers the full CRM data model
- Lead conversion in a single node call — creates Account, Contact, and Opportunity simultaneously
- Full SOQL query execution with auto-pagination for result sets of any size
- Bulk API support for mass-creating or upserting hundreds of records from JSON arrays
- Per-execution
InstanceUrlandAccessToken— supports multi-org workflows without credential switching - Dual output ports on all operations: success and error
- Selective field retrieval on get/getall operations via comma-separated
Fieldsparameter
Use Cases
CRM Automation and Lead Routing
Receive inbound leads from web forms, webhook triggers, or marketing platforms. Use the Salesforce node's lead/create operation to instantly register each lead, then apply routing logic — scoring, assignment, deduplication — before converting qualified leads with lead/convert to create the full Account, Contact, and Opportunity record set automatically.
Sales Pipeline Management
Query your open opportunity pipeline with SOQL to surface deals closing this month, deals stalled in a particular stage, or opportunities above a revenue threshold. Update stages, amounts, and close dates automatically as deal data changes in upstream systems, keeping Salesforce as the single source of truth without manual entry.
Support Ticket Management
When a support event arrives via webhook or email trigger, create a Salesforce Case linked to the relevant Account and Contact. Route by priority and type. Update case status as the support workflow progresses. Close cases automatically when resolution is confirmed, maintaining a full audit trail inside Salesforce.
Bulk Data Import and Migration
Import CSV files, database exports, or third-party CRM data into Salesforce at scale. Use bulk/create to insert hundreds of contact or account records in a single node execution. Use bulk/upsert with an external ID field to synchronise records without creating duplicates — ideal for nightly sync jobs between Salesforce and ERP or e-commerce platforms.
In This Guide
Configuration
Full property reference for all 28 operations across 8 resources — Lead, Account, Contact, Opportunity, Case, SOQL, and Bulk.
Input & Output
Output ports, output schemas for key operations, SOQL result structures, bulk job results, and Salesforce error codes.
Examples
Five real-world workflow examples: lead conversion, SOQL pipeline query, bulk contact import, case creation from webhook, and closing a won opportunity.