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Salesforce 节点#

¥Salesforce node

使用 Salesforce 节点自动化 Salesforce 中的工作，并将 Salesforce 与其他应用集成。n8n 内置支持 Salesforce 的多种功能，包括创建、更新、删除和获取客户、附件、案例和潜在客户，以及上传文档。

¥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.

本页列出了 Salesforce 节点支持的操作列表以及更多资源的链接。

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

Credentials

请参阅 Salesforce 凭据 以了解有关设置身份验证的指导。

¥Refer to Salesforce credentials for guidance on setting up authentication.

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.

操作#

¥Operations

  • 账户

¥Account

  • 为客户添加备注

    ¥Add note to an account

  • 创建账户

    ¥Create an account

  • 创建新账户，或更新现有账户（如果已存在）（upsert）

    ¥Create a new account, or update the current one if it already exists (upsert)

  • 获取账户

    ¥Get an account

  • 获取所有账户

    ¥Get all accounts

  • 返回客户账户的元数据概览。

    ¥Returns an overview of account's metadata.

  • 删除账户

    ¥Delete an account

  • 更新账户

    ¥Update an account

  • 附件

¥Attachment

  • 创建附件

    ¥Create a attachment

  • 删除附件

    ¥Delete a attachment

  • 获取附件

    ¥Get a attachment

  • 获取所有附件

    ¥Get all attachments

  • 返回附件的元数据概览。

    ¥Returns an overview of attachment's metadata.

  • 更新附件

    ¥Update a attachment

  • 案例

¥Case

  • 为案例添加评论

    ¥Add a comment to a case

  • 创建案例

    ¥Create a case

  • 获取案例

    ¥Get a case

  • 获取所有案例

    ¥Get all cases

  • 返回案例元数据概览

    ¥Returns an overview of case's metadata

  • 删除案例

    ¥Delete a case

  • 更新案例

    ¥Update a case

  • 联系人

¥Contact

  • 将潜在客户添加到市场活动

    ¥Add lead to a campaign

  • 为联系人添加备注

    ¥Add note to a contact

  • 创建联系人

    ¥Create a contact

  • 创建新的联系人，或更新现有联系人（如果已存在）（upsert）

    ¥Create a new contact, or update the current one if it already exists (upsert)

  • 删除联系人

    ¥Delete a contact

  • 获取联系人

    ¥Get a contact

  • 返回联系人元数据概览

    ¥Returns an overview of contact's metadata

  • 获取所有联系人

    ¥Get all contacts

  • 更新联系人

    ¥Update a contact

  • 自定义对象

¥Custom Object

  • 创建自定义对象记录

    ¥Create a custom object record

  • 创建新记录，或更新已存在的现有记录（upsert）。

    ¥Create a new record, or update the current one if it already exists (upsert)

  • 获取自定义对象记录

    ¥Get a custom object record

  • 获取所有自定义对象记录

    ¥Get all custom object records

  • 删除自定义对象记录

    ¥Delete a custom object record

  • 更新自定义对象记录

    ¥Update a custom object record

  • 文档

¥Document

  • 上传文档

    ¥Upload a document

  • 流程

¥Flow

  • 获取所有流程

    ¥Get all flows

  • 调用流程

    ¥Invoke a flow

  • 潜在客户

¥Lead

  • 将潜在客户添加到市场活动

    ¥Add lead to a campaign

  • 为潜在客户添加备注

    ¥Add note to a lead

  • 创建潜在客户

    ¥Create a lead

  • 创建新的潜在客户，或更新已存在的现有潜在客户（upsert）。

    ¥Create a new lead, or update the current one if it already exists (upsert)

  • 删除潜在客户

    ¥Delete a lead

  • 获取潜在客户

    ¥Get a lead

  • 获取所有潜在客户

    ¥Get all leads

  • 返回潜在客户的元数据概览。

    ¥Returns an overview of Lead's metadata

  • 更新线索

    ¥Update a lead

  • 商机

¥Opportunity

  • 为商机添加备注

    ¥Add note to an opportunity

  • 创建商机

    ¥Create an opportunity

  • 创建新的商机，或更新已存在的现有商机（upsert）。

    ¥Create a new opportunity, or update the current one if it already exists (upsert)

  • 删除商机。

    ¥Delete an opportunity

  • 获取商机

    ¥Get an opportunity

  • 获取所有机会

    ¥Get all opportunities

  • 返回商机元数据概览

    ¥Returns an overview of opportunity's metadata

  • 更新商机

    ¥Update an opportunity

  • 搜索

¥Search

  • 执行 SOQL 查询，并在单个响应中返回所有结果

    ¥Execute a SOQL query that returns all the results in a single response

  • 任务

¥Task

  • 创建任务

    ¥Create a task

  • 删除任务

    ¥Delete a task

  • 获取任务

    ¥Get a task

  • 获取所有任务

    ¥Get all tasks

  • 返回任务元数据概览

    ¥Returns an overview of task's metadata

  • 更新任务

    ¥Update a task

  • 用户

¥User

  • 获取用户

    ¥Get a user

  • 获取所有用户

    ¥Get all users

模板和示例#

¥Templates and examples

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What to do if your operation isn't supported#

If this node doesn't support the operation you want to do, you can use the HTTP Request node 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 for more information.

使用 Salesforce 自定义字段#

¥Working with Salesforce custom fields

要向请求添加自定义字段：

¥To add custom fields to your request:

  1. 选择“其他字段”>“添加字段”。

¥Select Additional Fields > Add Field. 2. 在下拉菜单中，选择“自定义字段”。

¥In the dropdown, select Custom Fields.

然后你可以查找并添加自定义字段。

¥You can then find and add your custom fields.