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MongoDB and Salesforce integration
Save yourself the work of writing custom integrations for MongoDB and Salesforce and use n8n instead. Build adaptable and scalable Development, Data & Storage, workflows that work with your technology stack. All within a building experience you will love.
How to connect MongoDB and Salesforce
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Build your own MongoDB and Salesforce integration
Create custom MongoDB and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
MongoDB supported actions
Create
Drop
List
Update
Aggregate
Aggregate documents
Delete
Delete documents
Find
Find documents
Find And Replace
Find and replace documents
Find And Update
Find and update documents
Insert
Insert documents
Update
Update documents
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
MongoDB and Salesforce integration details
Other integrations with MongoDB
Other integrations with Salesforce
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MongoDB and Salesforce integration tutorials
How to easily automate your Salesforce data import
Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from?
Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs.
These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi
Automate your data processing pipeline in 9 steps
Learn how to build an n8n workflow that processes text, stores data in two databases, and sends messages to Slack.
FAQs
FAQ
Can MongoDB connect with Salesforce?
Can I use MongoDB’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating MongoDB and Salesforce?
How to get started with MongoDB and Salesforce integration in n8n.io?
Need help setting up your MongoDB and Salesforce integration?
Discover our latest community's recommendations and join the discussions about MongoDB and Salesforce integration.
MongoDB update / find and update running but not working for me
João Textor
Describe the problem/error/question I have a workflow in which I use MongoDB Find to get all entries in my collection. I Edit one of the fields using “Edit Fields”, and then I iterate a loop to Update that field on Mongo…
Ai Agent parsing issue with mongodb tool
Manas Gupta
Describe the problem/error/question Hi Folks, I am learning n8n flows. I stuck to store the object in the mongodb through ai agent tool. What is the error message (if any)? There is no error message but the output is no…
Help getting the MCP trigger to pass a variable into an http request tool
trijste
I’m trying to build an MCP server that has access to my Salesforce org, but only at the schema and describe object level, ideally to provide more information for building out SOQL queries using custom fields from custom …
Salesforce platform events capture - to trigger N8n flow
DV
I could not find node of trigger type, which will start workflow when “platform event is publishjed from salesforce”. I am looking for support in n8n to listen to platform event as soon as published by SalesForce.
How to connect credentials to Salesforce Custom Domain?
Graeme Smith
Describe the problem/error/question Unable to create credentials (oauth) for salesforce sandbox with custom domain What is the error message (if any)? error=redirect_uri_mismatch redirect_url_must_match_configuration I…
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