Sync Salesforce leads and opportunities to PostgreSQL with backfill and incremental ETL

by Muh Resky Adiansyah ✓ · 98 views · created 2026-04-12 · CRM

What this workflow does

This workflow has 17 nodes and runs manually, when you click “Execute workflow” (plus 1 other trigger). Along the way it connects Salesforce and Postgres.

How it runs

Trigger: Manually, when you click “Execute workflow” (plus 1 other trigger).

1. Set Historical Date Range (Edit Fields (Set)): sets or maps fields
2. Set Incremental Dates (Code): runs custom JavaScript code
3. Generate Weekly Periods (Code): runs custom JavaScript code
4. Loop Over Date Periods (Loop Over Items (Split in Batches)): loops over the items in batches
5. Fetch Lead Records (Salesforce): get many
6. Fetch Opportunity Records (Salesforce): get many (opportunity)
7. Phone empty? (Lead) (If): checks a condition and branches into true / false
8. Phone empty? (Opportunity) (If): checks a condition and branches into true / false
9. Merge: merges the data from its input branches
10. Normalize Lead Phone (+62) (Edit Fields (Set)): sets 1 field: body.nomorlead

…plus 5 more steps. See the full node list below.

Services it uses

SalesforcePostgres

Before you upgrade to n8n 3.0

Nodes used (10)

• Salesforcen8n-nodes-base.salesforce
• Coden8n-nodes-base.code
• Mergen8n-nodes-base.merge
• Edit Fields (Set)n8n-nodes-base.set
• Loop Over Items (Split in Batches)n8n-nodes-base.splitInBatches
• Postgresn8n-nodes-base.postgres
• Schedule Triggern8n-nodes-base.scheduleTrigger
• Manual Triggern8n-nodes-base.manualTrigger
• Remove Duplicatesn8n-nodes-base.removeDuplicates
• Ifn8n-nodes-base.if

From the author

Salesforce Leads & Opportunities to PostgreSQL (Backfill & Incremental Sync ETL) This workflow extracts Lead and Opportunity data from Salesforce, transforms and normalizes the data, and loads it into PostgreSQL as a structured data bank for reporting and…

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