31-salesforce-sync.json

{
  "name": "Sync Local Falcon rankings to Salesforce",
  "nodes": [
    {
      "parameters": {
        "content": "## Sync Local Falcon Rankings to Salesforce\n\n**Who is this for:** Agencies using Salesforce CRM who want ranking data automatically synced to Account or Opportunity records.\n\n**What this workflow does:**\n1. Fetches scan reports from Local Falcon daily\n2. Matches locations to Salesforce records via custom field\n3. Updates records with latest ranking data\n4. Creates activity records for significant changes\n\n**How to set up:**\n1. Add your Local Falcon API credentials (get your key at https://www.localfalcon.com/api/credentials)\n2. Add your Salesforce API credentials\n3. Create custom fields: Local_Falcon_Place_ID__c, Avg_Rank__c, Last_Scan_Date__c\n4. Populate place IDs on your Account records\n5. Activate the workflow\n\n**Requirements:**\n- Local Falcon account with API access\n- Salesforce account with API access\n- Custom fields configured in Salesforce\n\n**How to customize:**\n- Sync to Opportunities or custom objects\n- Trigger Salesforce flows based on rankings\n- Create cases for rank drops\n- Build Salesforce reports and dashboards",
        "height": 520,
        "width": 460,
        "color": 5
      },
      "id": "sticky-main",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [100, -180]
    },
    {
      "parameters": {
        "content": "### Step 1: Schedule\nRuns daily to sync data.",
        "height": 100,
        "width": 200
      },
      "id": "sticky-step1",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [40, 660]
    },
    {
      "parameters": {
        "content": "### Step 2: Get Reports\nFetches ranking data.",
        "height": 100,
        "width": 200
      },
      "id": "sticky-step2",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [300, 660]
    },
    {
      "parameters": {
        "content": "### Step 3: Transform\nFormats for Salesforce fields.",
        "height": 100,
        "width": 200
      },
      "id": "sticky-step3",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [560, 660]
    },
    {
      "parameters": {
        "content": "### Step 4: Find Account\nSearches by place_id.",
        "height": 100,
        "width": 200
      },
      "id": "sticky-step4",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [820, 660]
    },
    {
      "parameters": {
        "content": "### Step 5: Update SF\nSyncs ranking data.",
        "height": 100,
        "width": 200
      },
      "id": "sticky-step5",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [1080, 660]
    },
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "days",
              "triggerAtHour": 6
            }
          ]
        }
      },
      "id": "schedule",
      "name": "Every Day 6am",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [140, 440]
    },
    {
      "parameters": {
        "resource": "scan",
        "operation": "listReports",
        "additionalFields": {
          "limit": 50
        }
      },
      "id": "get-reports",
      "name": "Get Scan Reports",
      "type": "@local-falcon/n8n-nodes-localfalcon.localFalcon",
      "typeVersion": 1,
      "position": [400, 440],
      "credentials": {
        "localFalconApi": {
          "id": "",
          "name": "Local Falcon API"
        }
      }
    },
    {
      "parameters": {
        "jsCode": "const reports = $input.first().json.reports || [];\n\nreturn reports.map(report => ({\n  json: {\n    place_id: report.place_id,\n    location_name: report.location_name,\n    avg_rank: report.avg_rank,\n    scan_date: report.scan_date,\n    platform: report.platform,\n    keyword: report.keyword\n  }\n}));"
      },
      "id": "transform",
      "name": "Transform Data",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [660, 440]
    },
    {
      "parameters": {
        "operation": "getAll",
        "objectType": "Account",
        "options": {
          "conditionsUi": {
            "conditionValues": [
              {
                "field": "Local_Falcon_Place_ID__c",
                "value": "={{ $json.place_id }}"
              }
            ]
          }
        }
      },
      "id": "find-account",
      "name": "Find Salesforce Account",
      "type": "n8n-nodes-base.salesforce",
      "typeVersion": 1,
      "position": [920, 440],
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "",
          "name": "Salesforce OAuth2"
        }
      }
    },
    {
      "parameters": {
        "operation": "update",
        "objectType": "Account",
        "recordId": "={{ $json.Id }}",
        "fieldsToUpdate": {
          "field": [
            {
              "fieldId": "Avg_Rank__c",
              "value": "={{ $('Transform Data').item.json.avg_rank }}"
            },
            {
              "fieldId": "Last_Scan_Date__c",
              "value": "={{ $('Transform Data').item.json.scan_date }}"
            }
          ]
        }
      },
      "id": "update-account",
      "name": "Update Salesforce Account",
      "type": "n8n-nodes-base.salesforce",
      "typeVersion": 1,
      "position": [1180, 440],
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "",
          "name": "Salesforce OAuth2"
        }
      }
    }
  ],
  "connections": {
    "Every Day 6am": {
      "main": [
        [
          {
            "node": "Get Scan Reports",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Scan Reports": {
      "main": [
        [
          {
            "node": "Transform Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Transform Data": {
      "main": [
        [
          {
            "node": "Find Salesforce Account",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Find Salesforce Account": {
      "main": [
        [
          {
            "node": "Update Salesforce Account",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "pinData": {},
  "meta": {
    "templateCredsSetupCompleted": true
  }
}