Salesforce to S3 File Migration & Cleanup
Salesforce to S3 File Migration & Cleanup Automate archiving old Salesforce files to Amazon S3, log them back in Salesforce, and free up org storage — all from a scheduled n8n workflow. 🔧 How It Works (High-Level) Schedule Trigger kicks off (e.g., daily). Query Salesforce for ContentDocument records older than 365 days. Loop Each File → download binary via REST. Upload to S3 with the original filename. Lookup Links (ContentDocumentLink) to keep the parent record reference. Filter Out Users (ignore LinkedEntityId starting with 005). Create S3_File__c record in Salesforce for traceability. Delete Original File from Salesforce to reclaim storage. Notify via Slack when the batch is done. 🚀 Set Up Steps (Time: ~45–90 mins) Import n8n Workflow JSON and wire up credentials (Salesforce OAuth2, AWS S3, Slack). Install Salesforce Unmanaged Package (Custom Object S3_File__c, Apex controller, LWC, settings). Fill S3Settings__c (bucket, region, keys, expiry) or swap to Named Credentials. Test with a Sandbox Batch (e.g., small date range) and verify upload/delete. Schedule & Monitor (tweak interval, Slack channel). 💖 Why you’ll love it 💸 Slash storage costs — offload gigabytes to S3 🔍 Full traceability — every file still tracked in Salesforce 🧰 Plug & play — import JSON, install package, plug in creds 🧱 Modular & extensible — swap S3, add approvals, build an uploader UI ⏱ Set it & forget it — scheduled automation + Slack alerts 📦 What’s Included n8n JSON Flow** – ready to import. Salesforce Unmanaged Package** – Apex (S3FilesController.cls), LWC (s3FilesViewer), S3_File__c, S3Settings__c. S3 + Salesforce Setup Guide** – quick reference for configuring keys, permissions, and the LWC. All components are editable — extend, replace, or integrate with your own processes. 🧱 Requirements n8n instance (self-hosted or Cloud) with HTTP Request, AWS S3, Slack, and Salesforce nodes. Salesforce org with API access & permission to install unmanaged packages. You have to have Query All Files permission. Setup-> Permission Sets / Profile -> App Permission -> Content -> Query All Files. Allows View All Data users to SOQL query all files in the org. AWS S3 bucket + IAM user/role with GetObject/PutObject (and optional ListBucket). An n8n automation workflow template by Le Nguyen.
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