Salesforce - convertLead() using REST API

[Vincent_Bonjean]

Hello,

I would like to convert leads in Salesforce using convertLead() which is a SOAP API call but it seems there are solutions to achieve something similar through REST.

As describe in this stackoverflow post it seems to be possible to
“construct a one-off SOAP request to convert a lead and use the same OAuth token that you already have for the REST API.”

As explained I tried to reproduce this in the node below using predefined credential type from the Salesforce Oauth2 API integration.

However I get the following error as I can’t get value for YOUR SESSION ID (line 7)

To overcome this I tried to use a generic authentification through n8n connected app but I can’t login as I get “Something went wrong” error when trying to “connect my account”. I was aiming to do so to get information related to sessionId token.

1. Is it possible to get session_id value from OAuth2 predefined credential in order to pass it in the one-off SOAP request ?
2. If not - how can I overcome the error from generic credential I get ? Consumer and Secret Ids are correctly setup we proper scope as above.
3. Is someone has a better option to achieve what I’m trying to do here ?

Thanks for your help

Information on your n8n setup

• n8n version: [email protected]
• Running n8n via n8n cloud

[n8n]

It looks like your topic is missing some important information. Could you provide the following if applicable.

• n8n version:
• Database (default: SQLite):
• n8n EXECUTIONS_PROCESS setting (default: own, main):
• Running n8n via (Docker, npm, n8n cloud, desktop app):
• Operating system:

[ihortom]

@Vincent_Bonjean , to get your session ID you need to use login API first. Here’s the curl command for that. Hopefully you can convert it into HTTP Request node configuration.

curl --location 'https://login.salesforce.com/services/Soap/u/50.0' \
--header 'Content-Type: text/xml' \
--header 'SOAPAction: login' \
--header 'charset: UTF-8' \
--data-raw '<?xml version="1.0" encoding="utf-8" ?>
<env:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema"
    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
    xmlns:env="http://schemas.xmlsoap.org/soap/envelope/">
  <env:Body>
    <n1:login xmlns:n1="urn:partner.soap.sforce.com">
      <n1:username>YOUR_USERNAME</n1:username>
      <n1:password>YOUR_PASSWORD</n1:password>
    </n1:login>
  </env:Body>
</env:Envelope>'

The outcome of this would be XML response like this with sessionId

<?xml version="1.0" encoding="UTF-8"?>
<soapenv:Envelope
	xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
	xmlns="urn:partner.soap.sforce.com"
	xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
	<soapenv:Body>
		<loginResponse>
			<result>
				<metadataServerUrl>https://IDENTIFIER.my.salesforce.com/services/Soap/m/50.0/00D0E00000057Ye</metadataServerUrl>
				<passwordExpired>false</passwordExpired>
				<sandbox>true</sandbox>
				<serverUrl>YOUR_SALSEFORCE_URL</serverUrl>
				<sessionId>00D0E00000057Ye!AQEAQA8eYhmmHy_w3JuCw6M9ZWBJOdg0AoJl0XVEKiFgn7KZSSRovJRXaVdwYoiIgC190Yd_xuMRtIJFJMgu5c5UhIdo36gt</sessionId>
				<userId>YOUR_USER_ID</userId>
				<userInfo>
					<accessibilityMode>false</accessibilityMode>
					<chatterExternal>false</chatterExternal>
					<currencySymbol xsi:nil="true"/>
					<orgAttachmentFileSizeLimit>5242880</orgAttachmentFileSizeLimit>
					<orgDefaultCurrencyIsoCode xsi:nil="true"/>
					<orgDefaultCurrencyLocale xsi:nil="true"/>
					<orgDisallowHtmlAttachments>false</orgDisallowHtmlAttachments>
					<orgHasPersonAccounts>false</orgHasPersonAccounts>
					<organizationId>00D0E00000057YeUAI</organizationId>
					<organizationMultiCurrency>true</organizationMultiCurrency>
					<organizationName>Snowplow Analytics Limited</organizationName>
					<profileId>00e24000000uhQyAAI</profileId>
					<roleId>00E080000016U8gEAE</roleId>
					<sessionSecondsValid>7200</sessionSecondsValid>
					<userDefaultCurrencyIsoCode>USD</userDefaultCurrencyIsoCode>
					<userEmail>YOUR_EMAIL_ADDRESS</userEmail>
					<userFullName>YOUR_NAME</userFullName>
					<userId>YOUR_USER_ID</userId>
					<userLanguage>en_US</userLanguage>
					<userLocale>en_GB</userLocale>
					<userName>YOUR_USERNAME</userName>
					<userTimeZone>America/Edmonton</userTimeZone>
					<userType>Standard</userType>
					<userUiSkin>Theme3</userUiSkin>
				</userInfo>
			</result>
		</loginResponse>
	</soapenv:Body>
</soapenv:Envelope>

To get it working, you might need to ensure n8n IP addresses are whitelisted in Salesforce Settings → Network Access.

[Vincent_Bonjean]

thanks @ihortom !