Create Salesforce Accounts & Contacts from Excel Data

This n8n workflow provides a no-code solution to import data from an Excel file into Salesforce, specifically creating accounts if they don't exist and then handling associated contacts. It starts with a manual trigger, reads Excel data containing company names and contact details, searches for matching accounts in Salesforce by name, and uses conditional branching: if an account exists, it proceeds directly; otherwise, it creates a new one. Data is normalized across branches before converging to create or update contacts.

Key benefits include time savings on manual data entry, reduced errors from duplicates, and seamless integration between Microsoft Excel and Salesforce without custom coding. It's ideal for sales teams onboarding new clients from spreadsheets, marketing importing leads, or operations syncing vendor data.

Use cases: Bulk import customer lists during mergers, automate lead-to-account conversion from CSV/Excel exports, or maintain CRM hygiene by upserting data periodically. Requires Salesforce OAuth credentials and an Excel file with columns like 'Company Name' and contact fields. Note: For Excel 365, use a variant workflow.