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The Salesforce Record Reader node reads records from any Salesforce object. It can be used as a manual node in your workflow or activated as a trigger to automatically start your workflow when new records are created.

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Node Inputs

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Required Fields

  • Salesforce Object: Choose which Salesforce object to read from (e.g., Contact, Lead, Opportunity, Account, Case, or any custom object)

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Trigger Mode

  • Activate as workflow trigger: Toggle this to automatically run your workflow whenever new records are created in the selected object

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Node Output

All fields from the selected Salesforce object are returned as individual outputs. The exact fields depend on the object type you selected. For example, selecting “Contact” will output fields like First Name, Last Name, Email, Phone, Account ID, etc.
Compound fields (like MailingAddress) are excluded. Individual component fields (like MailingStreet, MailingCity) are included instead.

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How It Works

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Manual Mode

When used as a regular node (trigger toggle off), the Salesforce Record Reader fetches the most recent records from the selected object. Connect it to downstream nodes to process the data.

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Trigger Mode

When activated as a workflow trigger, the node polls your Salesforce org every 60 seconds for newly created records:
  1. On each poll, it queries for records created after the last known cursor position
  2. It uses a compound cursor of CreatedDate and Id to track its position and avoid duplicates
  3. Up to 5 new records are fetched per poll
  4. Each new record triggers a workflow run with all of the record’s fields available as outputs

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Setup

1

Connect Salesforce

Configure your Salesforce credentials on the Salesforce credentials page. Gumloop is a Salesforce Connected App — a Salesforce administrator must authorize the connection first. See Salesforce Setup for details.
2

Add the Node

Drag the Salesforce Record Reader node into your workflow from the Node Library (under Integrations > Salesforce).
3

Select an Object

Choose the Salesforce object you want to read from. The dropdown lists all standard and custom objects available in your Salesforce org.
4

Activate as Trigger (Optional)

Toggle Activate as workflow trigger to have the node automatically poll for new records and start your workflow when they appear.
Salesforce Record Reader trigger configuration
5

Save Workflow

Save your workflow. If using trigger mode, the trigger will begin polling within a few minutes.

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Example Workflows

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New Lead Enrichment

Salesforce Record Reader (Trigger: Lead) → Enrich Contact Information → Slack Message Sender
Automatically enrich new leads with external data as soon as they’re created in Salesforce and notify your team.

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Opportunity Alerts

Salesforce Record Reader (Trigger: Opportunity) → Ask AI → Slack Message Sender
Post a summary to Slack whenever a new opportunity is created.

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Case Routing

Salesforce Record Reader (Trigger: Case) → Categorizer → Slack Message Sender
Categorize incoming support cases and route them to the right team channel.

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Important Notes

  • Triggers are available on the Pro tier and above
  • Triggers automatically deactivate after 3 consecutive failed runs
  • The trigger uses the credentials of the person who created it
  • Always save your workflow after enabling or disabling the trigger
  • Polling begins within a few minutes of activation and checks every 60 seconds thereafter