Salesforce accounts based on Excel File data Creation Workflow

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building.

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel) check out this workflow instead. To run the workflow: Make sure your Salesforce account is authenticated with AlekSystem. Have a Microsoft Excel workbook with contacts and their account names ready. The workflow uses this example file, but you probably want to use your own data instead. Hit the Execute Workflow button at the bottom of the AlekSystem canvas. Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

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