search salesforce accounts and removeduplicates item lists and set account id for existing accounts 353b61b9
Configured with Item Lists, Microsoft Excel, Rename Keys, Salesforce. Review the connections and setup before adapting this template.
Node categories in this workflow
- Trigger
- Integration
- Transform
- Routing
- Data store
Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.
Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.
How it works
The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.
| Node | Category | Type | Operation |
|---|---|---|---|
| On clicking 'execute' | Trigger | Manual Trigger | See node parameters |
| Search Salesforce accounts | Integration | Salesforce | search |
| Keep new companies | Transform | Merge | See node parameters |
| Merge existing account data | Transform | Merge | See node parameters |
| Account found? | Routing | If | See node parameters |
| Remove duplicate companies | Transform | Item Lists | removeDuplicates |
| Set Account ID for existing accounts | Transform | Rename Keys | See node parameters |
| Retrieve new company contacts | Transform | Merge | See node parameters |
| Set new account name | Transform | Edit Fields | See node parameters |
| Create Salesforce account | Integration | Salesforce | account |
| Create Salesforce contact | Integration | Salesforce | contact / upsert |
| Microsoft Excel | Data store | Microsoft Excel | worksheet / getContent |
Setup
- Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
- Connect your own credentials through n8n’s credential store. Replace
REPLACE_WITH_*values with your resource identifiers. - Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
- Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.
Requirements
An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.
Credential types declared in the source
microsoftExcelOAuth2ApisalesforceOAuth2Api
Workflow notes
search salesforce accounts and removeduplicates item lists and set account id for existing accounts 353b61b9
search salesforce accounts and removeduplicates item lists and set account id for existing accounts 353b61b9
Purpose and structure
This folder contains the search salesforce accounts and removeduplicates item lists and set account id for existing accounts 353b61b9 workflow. Its executable nodes use if, itemLists, manualTrigger, merge, microsoftExcel, renameKeys, salesforce, set. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.
Setup
Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.
Entry points
On clicking 'execute'
Verification
Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.
Attribution
https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Microsoftexcel/0258_Microsoftexcel_Manual_Create_Triggered.json MIT; preserve source notices.