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In this video, we are going to learn how to create a Google Calendar Event when a record is created or updated in Salesforce using n8n. If you haven't heard of n8n, it is a product very similar to Zapier used for automating workflows but it is cheaper, open source and has some interesting features. We did another video showing this same scenario using Zapier, see the link to the video below. We will be comparing the two platforms in a future video to figure out which application is best for integrating Salesforce to external applications.
You will learn how to do the following:
Create two different workflows in n8n that will create and update Google Calendar Events when a Salesforce custom object record is created or updated to meet certain criteria.
How to use various nodes in n8n: Webhook from Salesforce, Respond to Webhook, Switch, If, Create/Update/Delete Google Calendar Event and Update Salesforce custom object record
Create an Outbound Message in Salesforce
Create a record-triggered flow that will invoke an Outbound Message
How to use Outbound Message monitoring
How to test automations in n8n without using paid workflow executions
n8n Resources:
https://n8n.io/integrations/salesforce/
Outbound message Salesforce and n8n - https://community.n8n.io/t/outbound-m... - helpful article on how to use outbound messages with workflows.
Blu Tiger Academy Video:
Blu Ninjas Article with Auto Responder Info: https://bluninjas.com/how-tos/salesfo...
Salesforce + Zapier - Automate Google Calendar Events - Learn Two Ways to Trigger the Zap - • Salesforce + Zapier - Automate Google Cale...
CHAPTERS:
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0:00 Intro
0:27 Overview of Scenario
2:28 Create W orkflow in n8n with record create/update
11:11 Test Workflow - Date/Time Changes
11:53 Update Workflow for Canceled Events
14:44 Create Workflow in n8n with Webhook
15:28 Create Outbound Message
16:16 Create Record-Triggered Flow to Invoke Outbound Message
17:52 Update Workflow Configuration in n8n
23:38 How to Use Monitoring Outbound Messages
25:47 Test Entire Workflow from the Top
28:35 Wrap-up
Music:
All Songs By: Will Harrison on Epidemic Sound
The Higher We Get
Lower Eastside Blues
Wolf at the Door
Who We Are Now
Ballin Blues
Hundred Watts
Against the Grain
No Future
Ain't No Fool
Kingston Blues
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 8 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
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