Account management workflow in Salesforce

• Automate account creation in Salesforce
• Update existing account information seamlessly
• Retrieve and manage multiple accounts efficiently
• Add notes to accounts for better tracking
• Delete accounts that are no longer needed

Trigger the workflow manually to start the process Create a new account with specified details Retrieve all existing accounts for review Add notes to specific accounts to enhance record-keeping Update account information as needed Delete accounts that are no longer active

1. 1
   Import the workflow template into your n8n instance
2. 2
   Connect your Salesforce account credentials
3. 3
   Customize account details and operations as needed
4. 4
   Test the workflow by executing it manually
5. 5
   Monitor the results and make adjustments if necessary