AIを活用したリードスコアリング(Salesforce、GPT-4o、Slack、データマスキング対応)
これはSales, AI分野の自動化ワークフローで、11個のノードを含みます。主にCode, Slack, HttpRequest, SplitInBatches, OpenAiなどのノードを使用、AI技術を活用したスマート自動化を実現。 AIを活用したリードスコアリング:Salesforce、GPT-4o、Slackを使用し、データマスキングを含む
- •Slack Bot Token または Webhook URL
- •ターゲットAPIの認証情報が必要な場合あり
- •OpenAI API Key
- •Salesforce OAuth認証情報
{
"meta": {
"instanceId": "9a562c06a632241f66aadd52a495ad98e76b760ef5cfce9c319a4759c47cd94e",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "a2716342-fd64-4808-8413-df5b2c4cd378",
"name": "Salesforceトリガー",
"type": "n8n-nodes-base.salesforceTrigger",
"position": [
-640,
-380
],
"parameters": {},
"typeVersion": 1
},
{
"id": "ee7e23c4-37e4-4951-a1c8-bd4b93d17533",
"name": "アイテムのループ処理",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-340,
-300
],
"parameters": {},
"typeVersion": 3
},
{
"id": "4c902163-21d5-4a14-a8ac-82a6d4e70a50",
"name": "OpenAI",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
480,
-280
],
"parameters": {},
"typeVersion": 1.8
},
{
"id": "2e797451-b873-47b9-b816-8d4ccc039699",
"name": "Slack",
"type": "n8n-nodes-base.slack",
"position": [
1120,
-280
],
"webhookId": "2735d399-4324-4b40-8cd0-539f5c9b6c7e",
"parameters": {},
"typeVersion": 2.3
},
{
"id": "da48704d-415d-4536-b0f0-97a51ff7f90a",
"name": "HTTPリクエスト",
"type": "n8n-nodes-base.httpRequest",
"position": [
-60,
-280
],
"parameters": {},
"typeVersion": 4.2,
"alwaysOutputData": false
},
{
"id": "73a2cff6-59c5-45cd-9322-f05a09018325",
"name": "データマスキング",
"type": "n8n-nodes-base.code",
"position": [
240,
-280
],
"parameters": {},
"typeVersion": 2
},
{
"id": "4f8bcdff-205d-4cc0-957b-75277acf411e",
"name": "データアンマスキング",
"type": "n8n-nodes-base.code",
"position": [
920,
-280
],
"parameters": {},
"typeVersion": 2
},
{
"id": "5fd7f55b-05b6-4eb2-8c24-14da1a3331eb",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
-580,
-560
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "4b819168-8ec0-4fd1-8030-739f081ad3e8",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-160,
-480
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "30e08fe9-bb7a-4f7c-a0cf-5bf5d58251bb",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
180,
-460
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "48b61bd7-cc1d-422a-9e31-d37dda7567c3",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
840,
-440
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"pinData": {
"Salesforce Trigger": [
{
"Id": "00QgK000000zkvZUAQ",
"City": "Tallahassee",
"Email": "bertha@fcof.net",
"Status": "Working - Contacted",
"Street": "321 Westcott Building",
"Company": "Farmers Coop. of Florida",
"LastName": "Boxer",
"FirstName": "Bertha",
"PostalCode": "32306",
"attributes": {
"url": "/services/data/v59.0/sobjects/Lead/00QgK000000zkvZUAQ",
"type": "Lead"
}
}
]
},
"connections": {
"2e797451-b873-47b9-b816-8d4ccc039699": {
"main": [
[
{
"node": "ee7e23c4-37e4-4951-a1c8-bd4b93d17533",
"type": "main",
"index": 0
}
]
]
},
"4c902163-21d5-4a14-a8ac-82a6d4e70a50": {
"main": [
[
{
"node": "4f8bcdff-205d-4cc0-957b-75277acf411e",
"type": "main",
"index": 0
}
]
]
},
"73a2cff6-59c5-45cd-9322-f05a09018325": {
"main": [
[
{
"node": "4c902163-21d5-4a14-a8ac-82a6d4e70a50",
"type": "main",
"index": 0
}
]
]
},
"4f8bcdff-205d-4cc0-957b-75277acf411e": {
"main": [
[
{
"node": "2e797451-b873-47b9-b816-8d4ccc039699",
"type": "main",
"index": 0
}
]
]
},
"da48704d-415d-4536-b0f0-97a51ff7f90a": {
"main": [
[
{
"node": "73a2cff6-59c5-45cd-9322-f05a09018325",
"type": "main",
"index": 0
}
]
]
},
"ee7e23c4-37e4-4951-a1c8-bd4b93d17533": {
"main": [
[],
[
{
"node": "da48704d-415d-4536-b0f0-97a51ff7f90a",
"type": "main",
"index": 0
}
]
]
},
"a2716342-fd64-4808-8413-df5b2c4cd378": {
"main": [
[
{
"node": "ee7e23c4-37e4-4951-a1c8-bd4b93d17533",
"type": "main",
"index": 0
}
]
]
}
}
}このワークフローの使い方は?
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか?
中級 - 営業, 人工知能
有料ですか?
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。
関連ワークフロー
Le Nguyen
@leeseiferSalesforce Architect with 10+ years of experience in CRM, integrations, and automation. Skilled in Apex, LWC, REST APIs, and full-stack dev (JavaScript, .NET). I build secure, scalable workflows in n8n—connecting Salesforce, Stripe, and more. Passionate about lead scoring, data sync, and secure field masking. Certified Application Architect with deep expertise in platform, integration, and data architecture.
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