> For the complete documentation index, see [llms.txt](https://docs.n8n.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.salesforce.md).

# Salesforce

Use the Salesforce node to automate work in Salesforce, and integrate Salesforce with other applications. n8n has built-in support for a wide range of Salesforce features, including creating, updating, deleting, and getting accounts, attachments, cases, and leads, as well as uploading documents.

On this page, you'll find a list of operations the Salesforce node supports and links to more resources.

{% hint style="info" %}
**Credentials**

Refer to [Salesforce credentials](/integrations/builtin/credentials/salesforce.md) for guidance on setting up authentication.
{% endhint %}

{% hint style="info" %}
**This node can be used as an AI tool**

This node can be used to enhance the capabilities of an AI agent. When used in this way, many parameters can be set automatically, or with information directed by AI - find out more in the [AI tool parameters documentation](/build/integrate-ai/ai-examples/use-ai-for-parameters.md).
{% endhint %}

## Operations <a href="#operations" id="operations"></a>

* Account
  * Add note to an account
  * Create an account
  * Create a new account, or update the current one if it already exists (upsert)
  * Get an account
  * Get all accounts
  * Returns an overview of account's metadata.
  * Delete an account
  * Update an account
* Attachment
  * Create a attachment
  * Delete a attachment
  * Get a attachment
  * Get all attachments
  * Returns an overview of attachment's metadata.
  * Update a attachment
* Case
  * Add a comment to a case
  * Create a case
  * Get a case
  * Get all cases
  * Returns an overview of case's metadata
  * Delete a case
  * Update a case
* Contact
  * Add lead to a campaign
  * Add note to a contact
  * Create a contact
  * Create a new contact, or update the current one if it already exists (upsert)
  * Delete a contact
  * Get a contact
  * Returns an overview of contact's metadata
  * Get all contacts
  * Update a contact
* Custom Object
  * Create a custom object record
  * Create a new record, or update the current one if it already exists (upsert)
  * Get a custom object record
  * Get all custom object records
  * Delete a custom object record
  * Update a custom object record
* Document
  * Upload a document
* Flow
  * Get all flows
  * Invoke a flow
* Lead
  * Add lead to a campaign
  * Add note to a lead
  * Create a lead
  * Create a new lead, or update the current one if it already exists (upsert)
  * Delete a lead
  * Get a lead
  * Get all leads
  * Returns an overview of Lead's metadata
  * Update a lead
* Opportunity
  * Add note to an opportunity
  * Create an opportunity
  * Create a new opportunity, or update the current one if it already exists (upsert)
  * Delete an opportunity
  * Get an opportunity
  * Get all opportunities
  * Returns an overview of opportunity's metadata
  * Update an opportunity
* Search
  * Execute a SOQL query that returns all the results in a single response
* Task
  * Create a task
  * Delete a task
  * Get a task
  * Get all tasks
  * Returns an overview of task's metadata
  * Update a task
* User
  * Get a user
  * Get all users

## Templates and examples <a href="#templates-and-examples" id="templates-and-examples"></a>

[Browse Salesforce node documentation integration templates](https://n8n.io/integrations/salesforce) or [search all templates](https://n8n.io/workflows/)

If this node doesn't support the operation you want to do, you can use the [HTTP Request node](/integrations/builtin/core-nodes/n8n-nodes-base.httprequest.md) to call the service's API.

You can use the credential you created for this service in the HTTP Request node:

1. In the HTTP Request node, select **Authentication** > **Predefined Credential Type**.
2. Select the service you want to connect to.
3. Select your credential.

Refer to [Custom API operations](/integrations/builtin/custom-api-actions-for-existing-nodes.md) for more information.

## Working with Salesforce custom fields <a href="#working-with-salesforce-custom-fields" id="working-with-salesforce-custom-fields"></a>

To add custom fields to your request:

1. Select **Additional Fields** > **Add Field**.
2. In the dropdown, select **Custom Fields**.

You can then find and add your custom fields.


---

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