Sales & CRM
Salesforce automation
12 nodes
1
0
Automatic trigger
Workflow Description
Salesforce automation
Service Value
Ready-made workflow template for automation delivery and service execution.
Apps Used
Salesforce
Rename Keys
Twitter/X
Details
Trigger
Automatic trigger
Nodes
12
Apps
3
Views
1
Downloads
0
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (12)
/
On clicking 'execute'
Manual Trigger
Search Salesforce accounts
Salesforce
Keep new companies
Merge
Merge existing account data
Merge
Account found?
If
Remove duplicate companies
Item Lists
Set Account ID for existing accounts
Rename Keys
Retrieve new company contacts
Merge
Set new account name
Set
Create Salesforce account
Salesforce
Create Salesforce contact
Salesforce
Microsoft Excel
Microsoft Excel