Automation library · Lead generation

Qualify leads with Salesforce and Explorium

Started by an event in a connected app, and works across Salesforce. It hands the judgement calls to Claude. 22 steps, 1 branch, 2 loops or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: Claude

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22 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
2Loops or waits
1Service it connects to

The flow

Starts it 1Model 4Logic 10Service 7

The steps in the order they run, from what starts it.

  1. 1When clicking ‘Execute workflow’Manual triggerStarts it
  2. 2Anthropic Chat Model5Lm Chat AnthropicModel
  3. 3Structured Output Parser3Output Parser StructuredModel
  4. 4Explorium MCP2Mcp Client ToolModel
  5. 5GET SF ReportHttp RequestService
  6. 6AI Agent1AgentModel
  7. 7Extract RecordsCodeLogic
  8. 8Clean OutputsCodeLogic
  9. 9Extract Tenant NamesCodeLogic
  10. 10Extract Business NamesCodeLogic
  11. 11Update Salesforce RecordsSalesforceService
  12. 12Query Databricks1Http RequestService
  13. 13Loop Over Items4Split In BatchesLogic
  14. 14Loop Over Items5Split In BatchesLogic
  15. 15Split OutSplit OutLogic
  16. 16Merge1MergeLogic
  17. 17Explorium API: Match BusinessesExplorium Api NodeService
  18. 18Get many accounts1SalesforceService
  19. 19Rename KeysRename KeysService
  20. 20Organize Data as ItemsCodeLogic
  21. 21If2IfLogic
  22. 22Explorium API: FirmographicsExplorium Api NodeService

How it's built

Starts on
An event in a connected app
Steps
22, with 1 branch, 2 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Salesforce
Model
Claude

Questions

What does it need to run?

An n8n account, plus your own Salesforce account, and a key for Claude. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 22 steps before you point it at anything that matters.