This document explains the Salesforce Reader node, which lets you pull data from Salesforce objects for use in your automations.

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Node Inputs

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Required Fields

  • Object: Choose which Salesforce object to read (e.g., Account, Lead, Contact, Opportunity)
  • Fields: Select which fields to retrieve from the chosen object
    • Important: When using filtered List Views, make sure to include any fields used in the filter criteria

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Optional Fields

  • List View: Filter records using predefined Salesforce views
    • Select “All Views” to read from the entire object
    • The node will respect any filters set in your Salesforce views

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Node Output

Each selected field becomes an output list that you can connect to other nodes.

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Node Functionality

The Salesforce Reader node connects to your Salesforce instance and:

  • Retrieves data from any standard or custom object
  • Pulls complete datasets without record limits
  • Uses your predefined list views for filtering
  • Supports Loop Mode for processing multiple list views or objects
  • Maintains secure authentication through Gumloop

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Example Workflows

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1. Lead Enrichment Pipeline

Salesforce Reader → Enrich Contact Information → Salesforce Updater
Salesforce Configuration:
- Object: Lead
- Fields: Email, Company, Name, Title
- List View: "New Leads This Week"
Next Steps:
- Enrich contact details
- Update Salesforce records with new information

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2. Account Analysis with AI

Salesforce Reader → Ask AI → Slack Message Sender
Salesforce Configuration:
- Object: Account
- Fields: Description, Industry, Annual Revenue, Customer Health Score
- List View: "Strategic Accounts"
Next Steps:
- Analyze account health with Ask AI or Categorizer node
- Send insights to the selected Slack channel

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3. Automated Customer Communication

Salesforce Reader → Ask AI → SendGrid Email Sender
Salesforce Configuration:
- Object: Contact
- Fields: Name, Email, Last Purchase Date, Account Name
- List View: "Active Customers"
Next Steps:
- Generate email content via AI
- Send personalized email campaigns through SendGrid

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4. Support Queue Management

Salesforce Reader → AI List Sorter → Slack Message Sender
Salesforce Configuration:
- Object: Case
- Fields: Subject, Priority, Status, Account Name
- List View: "Open Cases"
Next Steps:
- Sort cases by priority and impact using AI list sorter
- Alert support team in Slack

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Important Notes

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Authentication Setup

  1. Configure your Salesforce credentials in Gumloop Credentials
  2. Ensure proper Salesforce permissions for the chosen objects and list views

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Common Issues and Solutions

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Missing Data

Problem: Not seeing expected records

Solution:

  • Check List View filters in Salesforce
  • Verify all the fields selected in the node are selected in the Salesforce filter
  • Confirm object permissions

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Performance Tips

  • Use List Views to filter data when possible
  • Fetching all results can take longer run time

In summary, the Salesforce Reader node provides flexible data extraction from Salesforce objects, supporting filtered views and customizable field selection for efficient data retrieval.

Salesforce API RequestSalesforce Updater