Automate Data Management: Google Sheets to Salesforce Integration

Target Audience

• Sales Teams: Professionals looking to streamline account management and lead generation through Salesforce integration.
• Marketing Teams: Individuals who need to manage and analyze company data from Google Sheets for campaign targeting.
• Data Analysts: Users who want to automate data retrieval and processing to enhance reporting and insights.
• Small Business Owners: Entrepreneurs seeking efficient ways to manage customer relationships and company records without extensive technical knowledge.

Problem Solved

This workflow addresses the challenges of managing and integrating company data from multiple sources, specifically:

• Data Duplication: Eliminates duplicate entries for companies in Salesforce, ensuring data integrity.
• Manual Data Entry: Reduces the need for manual input by automating the retrieval and merging of information from Google Sheets and Salesforce.
• Account Management: Facilitates the seamless creation and updating of Salesforce accounts and contacts based on the latest information from Google Sheets.

Workflow Steps

1. Manual Trigger: The workflow begins when the user clicks 'execute', initiating the process.
2. Read Google Sheet: Retrieves data from a specified Google Sheet, identified by the unique sheetId.
3. Search Salesforce Accounts: Queries Salesforce to find existing accounts based on the company names from the Google Sheet.
4. Keep New Companies: Identifies companies not already in Salesforce to ensure new entries are captured.
5. Merge Existing Account Data: Combines data from Salesforce with incoming data to maintain updated records.
6. Remove Duplicate Companies: Cleans the data by removing any duplicate company entries based on specified fields.
7. Account Found Check: Evaluates if any existing accounts were found in Salesforce based on the search results.
8. Set Account ID for Existing Accounts: Updates the account ID for found companies to ensure accurate linking in subsequent steps.
9. Set New Account Name: Prepares data for new accounts by setting the company name and ID for Salesforce creation.
10. Create Salesforce Account: Creates new accounts in Salesforce for any new companies identified.
11. Retrieve New Company Contacts: Merges contact information for new companies to ensure all relevant details are captured.
12. Create Salesforce Contact: Adds or updates contacts in Salesforce with the necessary details like email and name, linking them to the appropriate account ID.