# Create Salesforce accounts based on Excel file data: n8n workflow

> Started by an event in a connected app, and works across Salesforce. 13 steps, 1 branch: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/create-salesforce-accounts-based-on-excel-file-data (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Create Salesforce accounts based on Excel file data

Started by an event in a connected app, and works across Salesforce. 13 steps, 1 branch: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-salesforce-accounts-based-on-excel-file-data)

**13 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Logic 6 Service 6

The steps in the order they run, from what starts it.

- 1 **On clicking 'execute'** Manual trigger *Starts it*
- 2 **Download file** Http Request *Service*
- 3 **Spreadsheet File** Spreadsheet File *Service*
- 4 **Search Salesforce accounts** Salesforce *Service*
- 5 **Keep new companies** Merge *Logic*
- 6 **Merge existing account data** Merge *Logic*
- 7 **Remove duplicate companies** Item Lists *Logic*
- 8 **Retrieve new company contacts** Merge *Logic*
- 9 **Account found?** If *Logic*
- 10 **Create Salesforce account** Salesforce *Service*
- 11 **Create Salesforce contact** Salesforce *Service*
- 12 **Set Account ID for existing accounts** Rename Keys *Service*
- 13 **Set new account name** Set *Logic*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 13, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Salesforce
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Salesforce account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 13 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 13 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-salesforce-accounts-based-on-excel-file-data)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Generate Salesforce opportunity next steps with Gemini** 13 steps · calls a model · Salesforce](https://millionrounds.com/workflow/generate-salesforce-opportunity-next-steps-with-gemini)
- [**Back up Salesforce records to Google Drive CSV** 14 steps · Gmail, Google Drive](https://millionrounds.com/workflow/back-up-salesforce-records-to-google-drive-csv)
- [**Create Salesforce accounts based on Excel 365 data** 12 steps · Excel, Salesforce](https://millionrounds.com/workflow/create-salesforce-accounts-based-on-excel-365-data)
- [**Create Salesforce accounts based on Google Sheets data** 12 steps · Google Sheets, Salesforce](https://millionrounds.com/workflow/create-salesforce-accounts-based-on-google-sheets-data)
- [**Sync companies from Google Sheets to Salesforce** 12 steps · Google Sheets, Salesforce](https://millionrounds.com/workflow/sync-companies-from-google-sheets-to-salesforce)
- [**AI-powered review sentiment analysis** 12 steps · calls a model · Google Sheets, Salesforce](https://millionrounds.com/workflow/ai-powered-review-sentiment-analysis)