Create Salesforce accounts based on Excel file data
Needs changesWhat this workflow does
This workflow has 13 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Salesforce. It also calls static.thomasmartens.eu over HTTP.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Download file (HTTP Request): calls static.thomasmartens.eu
- Spreadsheet File: reads or writes a spreadsheet file (legacy node)
- Search Salesforce accounts (Salesforce): work with search
- Keep new companies (Merge): merges the data from its input branches
- Merge: merges the data from its input branches
- Remove duplicate companies (Item Lists): reshapes item lists (legacy Item Lists node)
- Retrieve new company contacts (Merge): merges the data from its input branches
- Account found? (If): checks a condition and branches into true / false
- Create Salesforce account (Salesforce): work with account
- Create Salesforce contact (Salesforce): create or update (contact)
…plus 2 more steps. See the full node list below.
Services it uses
HTTP calls to: static.thomasmartens.eu
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- Item Lists (legacy) in Remove duplicate companies: replace with Split Out, Aggregate, Sort, Limit, Remove Duplicates or Summarize (match the operation used).
- Also check Spreadsheet File: Convert to File / Extract from File.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| Item Lists (legacy) Remove duplicate companies | Split Out, Aggregate, Sort, Limit, Remove Duplicates or Summarize (match the operation used) |
Nodes used (9)
- Manual Trigger
n8n-nodes-base.manualTrigger - Salesforce
n8n-nodes-base.salesforce - Merge
n8n-nodes-base.merge - If
n8n-nodes-base.if - Item Lists
n8n-nodes-base.itemLists - Rename Keys
n8n-nodes-base.renameKeys - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Spreadsheet File
n8n-nodes-base.spreadsheetFile
From the author
This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel) check out this workflow instead. To run the workflow: 1. Make sure your…