N8N WORKFLOW SETUP
Add Salesforce reporting to an n8n workflow
Connect Adzviser to an AI Agent, test one request, and only then add the schedule, alert, or delivery step.
Connect Salesforce to Adzviser
In Adzviser, sign in to Salesforce and allow Adzviser to read its reporting data.
Configure the MCP Client Tool
Add n8n's MCP Client Tool to an AI Agent, enter Adzviser's server address and credentials, and test the tool before activating the workflow.
https://mcp.adzviser.com/httpTest before activating
Run the workflow manually with one Salesforce request. Check the selected account, dates, and output before turning on its trigger.
AUTOMATION BLUEPRINT
Build a repeatable Salesforce reporting workflow
Keep the automation easy to audit: one trigger, one clearly scoped analysis, and one useful destination for the result.
Decide when it runs
Use a schedule, webhook, or manual trigger and calculate a complete reporting period before requesting data.
See a related Salesforce promptGive the AI Agent a stable instruction
Fix the account-selection rule, metrics, breakdowns, comparison, and output format so each run is consistent.
See a related Salesforce promptSend a result people can use
Route the takeaway and evidence table to email, Slack, a database, or the next approved step in your workflow.
See a related Salesforce promptN8N AI AGENT INSTRUCTION
Use a structured Salesforce instruction in every run
A predictable output makes the automation easier to test, route, and monitor.
Analyze the complete sales funnel.
First show my connected Salesforce accounts and ask me which one to use. Then complete this analysis: Map the Salesforce sales funnel from the workspace I choose for the last 30 complete days: Lead → Qualified → Opportunity → Proposal → Negotiation → Closed. Show volume, conversion rate, and time at each stage. Where is the biggest drop-off? What's the overall lead-to-customer conversion rate? Return valid JSON with keys summary, evidence, alerts, and next_steps so the following n8n node can route the result reliably.
