Data synchronization from Microsoft Excel to Salesforce

• Automatically sync company data from Excel to Salesforce.
• Remove duplicate company entries during data import.
• Update existing Salesforce accounts with new information from Excel.
• Create new contacts in Salesforce based on Excel data.

Trigger the workflow manually to start the data synchronization. Retrieve company data from a specified Excel worksheet. Search for existing accounts in Salesforce based on the company name. Merge new companies with existing account data to avoid duplicates. Create new Salesforce accounts for companies not already in the system. Create new contacts in Salesforce for the newly added accounts.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure Microsoft Excel credentials to access your workbook.
3. 3
   Set up Salesforce credentials for account and contact management.
4. 4
   Adjust the Excel range and workbook ID as needed.
5. 5
   Run the workflow to initiate data synchronization.