Workflow: 0258_Microsoftexcel_Manual_Create_Triggered
Integrations: if, itemLists, manualTrigger, merge, microsoftExcel, renameKeys, salesforce, set

{"nodes": [{"id": "e67d505c-20a3-4318-ba6b-d73db55e88e4", "name": "On clicking 'execute'", "type": "n8n-nodes-base.manualTrigger", "position": [240, 240], "parameters": {}, "typeVersion": 1}, {"id": "172d7c44-c488-4523-a0ad-1c903374c3e8", "name": "Search Salesforce accounts", "type": "n8n-nodes-base.salesforce", "position": [680, 240], "parameters": {"query": "=SELECT id, Name FROM Account WHERE Name = '{{$json[\"Company Name\"].replace(/'/g, '\\\\\\'')}}'", "resource": "search"}, "credentials": {"salesforceOAuth2Api": {"id": "40", "name": "Salesforce account"}}, "typeVersion": 1, "alwaysOutputData": false}, {"id": "ae559728-f82e-44d6-8cfe-512151ee6867", "name": "Keep new companies", "type": "n8n-nodes-base.merge", "position": [900, 40], "parameters": {"mode": "removeKeyMatches", "propertyName1": "Company Name", "propertyName2": "Name"}, "typeVersion": 1}, {"id": "e01310a4-2b47-4deb-8058-ab878cf83fc1", "name": "Merge existing account data", "type": "n8n-nodes-base.merge", "position": [900, 440], "parameters": {"mode": "mergeByKey", "propertyName1": "Company Name", "propertyName2": "Name"}, "typeVersion": 1}, {"id": "1bc3a47f-ad77-4e2f-a777-6259017d8551", "name": "Account found?", "type": "n8n-nodes-base.if", "position": [1120, 440], "parameters": {"conditions": {"string": [{"value1": "={{ $json[\"Id\"] }}", "operation": "isNotEmpty"}]}}, "typeVersion": 1}, {"id": "a488fcfc-f67c-43db-8924-b8b341417aec", "name": "Remove duplicate companies", "type": "n8n-nodes-base.itemLists", "position": [1120, 140], "parameters": {"compare": "selectedFields", "options": {}, "operation": "removeDuplicates", "fieldsToCompare": {"fields": [{"fieldName": "Company Name"}]}}, "typeVersion": 1}, {"id": "c175dfee-2294-4fa1-a33a-801b66857541", "name": "Set Account ID for existing accounts", "type": "n8n-nodes-base.renameKeys", "position": [1340, 440], "parameters": {"keys": {"key": [{"newKey": "Account ID", "currentKey": "Id"}]}, "additionalOptions": {}}, "typeVersion": 1}, {"id": "9a393665-afba-4bc1-b590-19fab4b675c7", "name": "Retrieve new company contacts", "type": "n8n-nodes-base.merge", "position": [1780, 40], "parameters": {"mode": "mergeByKey", "propertyName1": "Company Name", "propertyName2": "Name"}, "typeVersion": 1}, {"id": "5be06058-5aa6-4160-b5e6-39677514dfcc", "name": "Set new account name", "type": "n8n-nodes-base.set", "position": [1560, 140], "parameters": {"values": {"string": [{"name": "id", "value": "={{ $json[\"id\"] }}"}, {"name": "Name", "value": "={{ $node[\"Remove duplicate companies\"].json[\"Company Name\"] }}"}]}, "options": {}, "keepOnlySet": true}, "typeVersion": 1}, {"id": "5f535598-e50f-4ff6-a2db-687a7df3befe", "name": "Create Salesforce account", "type": "n8n-nodes-base.salesforce", "position": [1340, 140], "parameters": {"name": "={{ $json[\"Company Name\"] }}", "resource": "account", "additionalFields": {}}, "credentials": {"salesforceOAuth2Api": {"id": "40", "name": "Salesforce account"}}, "typeVersion": 1}, {"id": "75c80602-7bfd-4662-b6bd-14384a03bc24", "name": "Create Salesforce contact", "type": "n8n-nodes-base.salesforce", "position": [2000, 240], "parameters": {"lastname": "={{ $json[\"Last Name\"] }}", "resource": "contact", "operation": "upsert", "externalId": "Email", "externalIdValue": "={{ $json[\"Email\"] }}", "additionalFields": {"email": "={{ $json[\"Email\"] }}", "firstName": "={{ $json[\"First Name\"] }}", "acconuntId": "={{ $json[\"Account ID\"] }}"}}, "credentials": {"salesforceOAuth2Api": {"id": "40", "name": "Salesforce account"}}, "typeVersion": 1}, {"id": "f73ed50e-8fa6-4baf-90d2-4167d1823d27", "name": "Microsoft Excel", "type": "n8n-nodes-base.microsoftExcel", "position": [460, 240], "parameters": {"range": "A1:E11", "resource": "worksheet", "workbook": "CA5C20CA5A0862D9!1122", "operation": "getContent", "worksheet": "{00000000-0001-0000-0000-000000000000}"}, "credentials": {"microsoftExcelOAuth2Api": {"id": "44", "name": "Microsoft Excel account"}}, "typeVersion": 1}], "connections": {"Account found?": {"main": [[{"node": "Set Account ID for existing accounts", "type": "main", "index": 0}]]}, "Microsoft Excel": {"main": [[{"node": "Keep new companies", "type": "main", "index": 0}, {"node": "Search Salesforce accounts", "type": "main", "index": 0}, {"node": "Merge existing account data", "type": "main", "index": 0}]]}, "Keep new companies": {"main": [[{"node": "Remove duplicate companies", "type": "main", "index": 0}, {"node": "Retrieve new company contacts", "type": "main", "index": 0}]]}, "Set new account name": {"main": [[{"node": "Retrieve new company contacts", "type": "main", "index": 1}]]}, "On clicking 'execute'": {"main": [[{"node": "Microsoft Excel", "type": "main", "index": 0}]]}, "Create Salesforce account": {"main": [[{"node": "Set new account name", "type": "main", "index": 0}]]}, "Remove duplicate companies": {"main": [[{"node": "Create Salesforce account", "type": "main", "index": 0}]]}, "Search Salesforce accounts": {"main": [[{"node": "Keep new companies", "type": "main", "index": 1}, {"node": "Merge existing account data", "type": "main", "index": 1}]]}, "Merge existing account data": {"main": [[{"node": "Account found?", "type": "main", "index": 0}]]}, "Retrieve new company contacts": {"main": [[{"node": "Create Salesforce contact", "type": "main", "index": 0}]]}, "Set Account ID for existing accounts": {"main": [[{"node": "Create Salesforce contact", "type": "main", "index": 0}]]}}}