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Salesforce Node
The Salesforce node connects to Salesforce CRM to perform data operations during a conversation. It supports five operations: SOQL query, record get, create, update, and SOSL search. Results are stored in a session variable for use by downstream nodes.
When to Use
- You need to look up a contact, lead, account, case, or opportunity during a conversation.
- You want to create a new case or lead in Salesforce based on conversation data.
- You need to update an existing Salesforce record (e.g., update a case status).
- You want to search across Salesforce objects using SOSL.
Configuration
| Property | Description | Default |
|---|---|---|
| Salesforce Integration | The Salesforce CRM integration configured in your workspace. | None (required) |
| Operation | The type of operation to perform: query, get, create, update, or search. | query |
| Salesforce Object | The Salesforce object to operate on: Contact, Lead, Account, Case, or Opportunity. | Contact |
| Output Variable | Session variable to store the operation result. | sf_result |
Operation-Specific Fields
Query (SOQL)
| Property | Description | Default |
|---|---|---|
| SOQL Query | Raw SOQL query with {{variable}} interpolation. | Empty |
| Result Limit | Maximum number of records to return (1-200). | 10 |
| Output Mode | full (all records), first (first record only), or count (record count). | full |
Example SOQL query:
sql
SELECT Id, Name, Email FROM Contact WHERE Email = '{{user_email}}'Get (Single Record)
| Property | Description |
|---|---|
| Record ID | The Salesforce record ID. Supports {{variable}} interpolation. |
Create
| Property | Description |
|---|---|
| Field Mapping | A list of field-value pairs. Each entry maps a Salesforce field name to a value or {{variable}}. |
Example field mapping:
| Salesforce Field | Value |
|---|---|
FirstName | {{user_name}} |
Email | {{user_email}} |
Description | {{conversation_summary}} |
Update
| Property | Description |
|---|---|
| Record ID | The Salesforce record ID to update. |
| Field Mapping | Field-value pairs for the fields to update. |
Search (SOSL)
| Property | Description |
|---|---|
| Search Query | SOSL search term. Supports {{variable}} interpolation. |
Advanced Settings
| Property | Description |
|---|---|
| Custom Object | Enter a custom Salesforce object API name (e.g., Custom__c) to override the standard object dropdown. |
Handles
| Handle | Direction | Description |
|---|---|---|
| Input | In | Receives execution from the previous node |
| Success | Out | The Salesforce operation completed successfully |
| Error | Out | The operation failed (auth error, invalid query, network issue) |
Salesforce node config panel showing integration selector, operation dropdown set to Query, Salesforce object selector, SOQL query editor with variable interpolation, result limit, and output mode options
Salesforce node config panel in Query mode showing the SOQL query text area with a sample query, and in Create mode showing a field mapping table with Salesforce field names mapped to flow variables
TIP
Use the first output mode when you expect a single record (e.g., looking up a contact by email). This stores the record directly in the output variable instead of wrapping it in an array.
WARNING
SOQL queries that return large result sets may impact conversation response time. Use the Result Limit setting to cap results and add WHERE clauses to narrow your query.