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Companion workflow for Rename Keys node docs
sm-amudhan
amudhan
Item Lists node
Salesforce node
Merge node
Google Sheets node
+3

Create Salesforce accounts based on Google Sheets data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google Sheets. To run the workflow: Make sure you have both Google Sheets and Salesforce authenticated with n8n. Have a Google Sheet with contacts and their account names ready, copy the respective sheet ID from the URL: Add the sheet ID to the Google Sheet node of the workflow: Hit Execute Workflow Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.
mutedjam
Tom
Item Lists node
Salesforce node
Merge node
HTTP Request node
+5

Create Salesforce accounts based on Excel File data

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: Make sure your Salesforce account is authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready. The workflow uses this example file, but you probably want to use your own data instead. Hit the Execute Workflow button at the bottom of the n8n canvas. Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.
mutedjam
Tom
Item Lists node
Salesforce node
Microsoft Excel 365 node
Merge node
+3

Create Salesforce accounts based on Excel 365 data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Excel files check out this workflow instead. To run the workflow: Make sure you have both Excel 365 and Salesforce authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready: Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from: Hit the Execute Workflow button at the bottom of the n8n canvas: Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.
mutedjam
Tom

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