Automation library · CRM

Salesforce to S3 file migration & cleanup with Slack

Started by a clock, and works across S3, Salesforce and Slack. 11 steps, 1 loop or waits: a working afternoon to understand properly.

Medium

11 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 1Logic 3Service 7

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Get All ContentDocuments older than 365 days agoSalesforceService
  3. 3Loop Over Each File RecordSplit In BatchesLogic
  4. 4Send Slack NotificationSlackService
  5. 5Download File ContentHttp RequestService
  6. 6Upload to S3Aws S3Service
  7. 7Get LinkedEntityId from ContentDocumentLinkSalesforceService
  8. 8Filter Out User AttachmentsCodeLogic
  9. 9Create S3_File__c RecordSalesforceService
  10. 10Prepare ContentDocumentId for DeletionCodeLogic
  11. 11Delete Original File in SalesforceHttp RequestService

How it's built

Starts on
A clock
Steps
11, 1 loop or waits
Size
Medium: a working afternoon
Connects to
S3, Salesforce, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own S3, Salesforce and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 11 steps is enough that you should read each one before running it.

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 11 steps before you point it at anything that matters.