Manage Salesforce Opportunities with Automated Workflow

• Create new sales opportunities in Salesforce automatically.
• Retrieve all existing opportunities for analysis and reporting.
• Update details of existing opportunities to reflect changes.
• Delete opportunities that are no longer relevant.
• Add notes to opportunities for better context and tracking.

Initiate the workflow with a manual trigger. Create a new opportunity with specified details. Retrieve all opportunities for review. Update existing opportunities based on new information. Add notes to specific opportunities for better tracking. Delete opportunities that are no longer needed.

1. 1
   Import the workflow template into your n8n instance.
2. 2
   Connect your Salesforce account to the workflow.
3. 3
   Adjust the parameters for opportunity creation as needed.
4. 4
   Test the workflow by executing it to ensure all actions perform correctly.