ManualTrigger Automate

For Salesforce, this manual-triggered workflow automates the integration of new company data from Microsoft Excel, ensuring efficient account creation and contact management. It eliminates duplicates, merges existing data, and updates Salesforce with accurate information, streamlining your data management process.

7/8/2025
12 nodes
Medium
manualmediumsalesforceitemlistsrenamekeysmicrosoftexceladvancedlogicconditional
Categories:
Manual TriggeredData Processing & AnalysisMedium WorkflowCRM & Sales
Integrations:
SalesforceItemListsRenameKeysMicrosoftExcel

Target Audience

This workflow is designed for:
- Salesforce Administrators: Those managing Salesforce accounts and contacts, looking to streamline data integration.
- Business Analysts: Individuals needing to analyze company data and ensure accurate records in Salesforce.
- Data Entry Professionals: Users who manually input data and want to automate the process of adding new companies and contacts.
- Small to Medium Enterprises (SMEs): Businesses that need efficient management of customer data without extensive IT resources.

Problem Solved

This workflow addresses the challenge of managing company and contact data across multiple platforms. It automates the process of:
- Searching for existing Salesforce accounts to prevent duplicates.
- Merging new company information with existing data.
- Creating new accounts and contacts in Salesforce based on Excel data, ensuring accurate and up-to-date records.

Workflow Steps

  • Manual Trigger: The workflow begins when the user clicks 'execute'.
    2. Microsoft Excel Integration: It retrieves data from a specified Excel worksheet, pulling in company names and contact details.
    3. Search Salesforce Accounts: The workflow queries Salesforce to check for existing accounts that match the company names from Excel.
    4. Keep New Companies: It filters the data to retain only new company names that do not match existing Salesforce records.
    5. Remove Duplicate Companies: This step eliminates any duplicate entries from the list of new companies.
    6. Merge Existing Account Data: The workflow combines new company data with existing Salesforce account information for comprehensive records.
    7. Account Found Check: It checks if any existing accounts were found in Salesforce to determine the next steps.
    8. Set Account ID for Existing Accounts: If an existing account is found, it updates the record with the corresponding Account ID.
    9. Set New Account Name: For new companies, it prepares the data for creating new accounts in Salesforce.
    10. Create Salesforce Account: New accounts are created in Salesforce based on the filtered data from Excel.
    11. Retrieve New Company Contacts: It gathers contact details associated with the new companies.
    12. Create Salesforce Contact: Finally, it creates new contact records in Salesforce for each new company, ensuring that all relevant data is captured.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Excel Data Source: Change the workbook and worksheet identifiers to pull data from different Excel files.
    - Adjusting Salesforce Queries: Alter the Salesforce search query to match different account criteria or fields as needed.
    - Changing Merge Logic: Customize the merging conditions and keys based on specific business requirements for handling duplicates.
    - Adding Additional Fields: Users can expand the Salesforce account and contact creation steps to include more fields, such as addresses or phone numbers.
    - Integrating with Other Services: Extend the workflow by adding more nodes to integrate with other applications or services as per business needs.