Automated Salesforce Account and Contact Management

This n8n workflow automates the process of managing Salesforce accounts and contacts based on data from an external Excel file. When triggered manually, it downloads an Excel spreadsheet from a specified URL, processes the data to identify new and existing companies, and updates or creates records in Salesforce accordingly. The workflow performs a Salesforce account search to detect existing accounts, removes duplicate entries, and creates new accounts when necessary. It then retrieves contacts associated with each company from the spreadsheet and upserts these contacts into Salesforce, linking them to the correct accounts. This automation is practical for maintaining accurate and up-to-date CRM data with minimal manual effort, especially when onboarding large volumes of customer data or onboarding new clients from external sources.