Developer & DevOps

Salesforce automation

14 nodes 3 1 Automatic trigger
Download

Workflow Description

Salesforce automation

Service Value

Ready-made workflow template for automation delivery and service execution.

Apps Used

Salesforce Rename Keys Spreadsheet File

Details

Trigger Automatic trigger
Nodes 14
Apps 3
Views 3
Downloads 1

How to Use

  1. 1.Click "Download Template"
  2. 2.Open your n8n dashboard
  3. 3.Go to Workflows > Import from File
  4. 4.Select downloaded file and configure credentials

Nodes Used (14)

/

On clicking 'execute'

Manual Trigger

#1

Search Salesforce accounts

Salesforce

#2

Keep new companies

Merge

#3

Merge existing account data

Merge

#4

Account found?

If

#5

Remove duplicate companies

Item Lists

#6

Set Account ID for existing accounts

Rename Keys

#7

Retrieve new company contacts

Merge

#8

Set new account name

Set

#9

Create Salesforce account

Salesforce

#10

Create Salesforce contact

Salesforce

#11

Note

Sticky Note

#12

Download file

HTTP Request

#13

Spreadsheet File

Spreadsheet File

#14