How to Create Weekly Sales Reports from Salesforce with N8n

Workflows > New > Triggers > Schedule

Create new workflow

Start a fresh N8n workflow and set up the weekly schedule trigger. This will fire every Friday to collect your sales data automatically.

1. 1Click 'New Workflow' from the N8n dashboard
2. 2Click the gray plus button to add your first node
3. 3Select 'Schedule Trigger' from the trigger list
4. 4Set interval to 'Weekly' and day to 'Friday'

Schedule Trigger > Settings

Set schedule timing

Configure the exact time for your report generation. Most teams run this early morning before the sales team checks numbers.

1. 1Click on the Schedule Trigger node to open settings
2. 2Set 'Hour' to 8 and 'Minute' to 0
3. 3Select your timezone from the dropdown
4. 4Toggle 'Active' to enabled

Nodes > Salesforce > Search

Add Salesforce node

Connect to Salesforce and configure the SOQL query. You'll pull all deals that closed as won in the past week.

1. 1Click the plus button after the Schedule Trigger
2. 2Search for 'Salesforce' and select it
3. 3Choose 'Search' as the operation
4. 4Select 'Use SOQL Query' option

Salesforce Node > Credentials > New

Configure Salesforce credentials

Set up your Salesforce connection using OAuth. This gives N8n permission to run queries against your CRM data.

1. 1Click 'Create New Credential' next to the Credential field
2. 2Select 'Salesforce OAuth2 API'
3. 3Enter your Salesforce username and password
4. 4Click 'Connect my account' and authorize N8n

Salesforce Node > SOQL Query

Write SOQL query

Build the query to fetch closed-won opportunities from the past week. Include key fields like amount, close date, and account name for your report.

1. 1Paste this query in the SOQL field: SELECT Name, Amount, CloseDate, Account.Name, StageName FROM Opportunity WHERE IsWon = true AND CloseDate >= LAST_N_DAYS:7
2. 2Click 'Test Step' to verify the query works
3. 3Review the returned data in the output panel

Nodes > Function > Date & Time > Format Date

Add date range filter

Refine the query to only grab deals from the previous complete week. This prevents duplicate entries if the workflow runs multiple times.

1. 1Click the plus button after Salesforce node
2. 2Add a 'Function' node
3. 3Select 'Date & Time' category
4. 4Choose 'Format Date' function

Function Node > Set > Add Field

Calculate weekly totals

Sum up the deal amounts and count the number of wins. This creates the summary data that will go into your Google Sheet.

1. 1Add another Function node after the date formatter
2. 2Select 'Set' operation
3. 3Create a field called 'total_amount' with expression: {{$json.data.reduce((sum, deal) => sum + deal.Amount, 0)}}
4. 4Add 'deal_count' field with: {{$json.data.length}}

Nodes > Google Sheets > Append

Connect Google Sheets

Add your target spreadsheet where the weekly summaries will be stored. Each row will represent one week of sales data.

1. 1Click plus after the Function node
2. 2Search for 'Google Sheets' and select it
3. 3Choose 'Append' operation
4. 4Select your existing sales report spreadsheet

Google Sheets Node > Credentials > OAuth2

Set up Google Sheets credentials

Authorize N8n to write to your Google Sheets. This uses Google's OAuth system to grant append permissions.

1. 1Click 'Create New Credential' in the Google Sheets node
2. 2Select 'Google Sheets OAuth2 API'
3. 3Click 'Sign in with Google'
4. 4Grant permissions when prompted

Google Sheets Node > Column Mapping

Map fields to spreadsheet columns

Tell N8n which data goes in which columns. Set up headers for week ending date, total amount, deal count, and any other metrics you want to track.

1. 1Select your target sheet from the 'Sheet' dropdown
2. 2Choose 'Define Below' for column mapping
3. 3Map 'Week Ending' to current date expression
4. 4Map 'Total Amount' to {{$json.total_amount}}
5. 5Map 'Deal Count' to {{$json.deal_count}}

Workflow > Settings > Error Handling

Add error handling

Configure what happens when the workflow fails. Set up retry logic and notifications so you know when reports don't generate.

1. 1Click 'Settings' tab at the top of the workflow
2. 2Set 'Error Workflow' to 'Continue on Error'
3. 3Add a 'No Operation' node as a fallback path
4. 4Connect both success and error paths

Workflow > Execute > Activate

Test and activate

Run a manual test to verify everything works, then activate the workflow. The next Friday, your first automated report will generate.

1. 1Click 'Execute Workflow' button to test manually
2. 2Verify new row appears in your Google Sheet
3. 3Click the toggle switch to activate the workflow
4. 4Confirm 'Active' status appears in green

Drop this into an n8n Code node.

// Calculate average deal size and add to your summary
{{($json.total_amount / $json.deal_count).toFixed(2)}}

// Calculate average deal size and add to your summary
{{($json.total_amount / $json.deal_count).toFixed(2)}}