ManualTrigger Automate

This workflow is ideal for:

• Sales Teams: Professionals who need to manage and update customer accounts and contacts efficiently.
• Data Analysts: Individuals looking to automate data integration from spreadsheets into Salesforce.
• CRM Administrators: Users responsible for maintaining Salesforce data integrity and ensuring accurate account information.
• Business Managers: Stakeholders who require streamlined processes for onboarding new clients and managing existing relationships.

This workflow addresses several key challenges:

• Manual Data Entry: Reduces the time spent on entering new company and contact information into Salesforce.
• Data Duplication: Eliminates duplicate entries of companies and contacts, ensuring a clean database.
• Account Management: Provides a systematic approach to check for existing accounts and update them accordingly, improving data accuracy.

1. Manual Trigger: The workflow starts when the user clicks the 'execute' button.
2. Download File: An Excel file containing company and contact information is downloaded from a specified URL.
3. Spreadsheet File Processing: The downloaded file is processed to extract relevant data.
4. Search Salesforce Accounts: The workflow queries Salesforce to check if the company already exists.
5. Keep New Companies: New companies are identified for creation in Salesforce.
6. Merge Existing Account Data: Existing account data is merged to ensure that updates are applied correctly.
7. Remove Duplicate Companies: Duplicate entries are filtered out to maintain data integrity.
8. Account Found Check: A conditional check determines if the account was found in Salesforce.
9. Set Account ID for Existing Accounts: If an account is found, its ID is set for further processing.
10. Set New Account Name: For new accounts, the name is set based on the processed data.
11. Create Salesforce Account: New accounts are created in Salesforce.
12. Retrieve New Company Contacts: Contacts related to the new companies are retrieved for processing.
13. Create Salesforce Contact: New contacts are created or updated in Salesforce based on their email addresses.
14. End of Workflow: The workflow concludes after all operations are completed.