Create Salesforce accounts based on Excel file data
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: Item Lists (legacy). 1 breaking item(s) found. Static check, last run 2026-10-19.
What to replace before upgrading
| Removed in 3.0 | Replace with |
|---|---|
| Item Lists (legacy) Remove duplicate companies | Split Out, Aggregate, Sort, Limit, Remove Duplicates or Summarize (match the operation used) |
Worth a look
- Spreadsheet File (Spreadsheet File): Convert to File / Extract from File
Nodes used (9)
- Manual Trigger
n8n-nodes-base.manualTrigger - Salesforce
n8n-nodes-base.salesforce - Merge
n8n-nodes-base.merge - If
n8n-nodes-base.if - Item Lists
n8n-nodes-base.itemLists - Rename Keys
n8n-nodes-base.renameKeys - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Spreadsheet File
n8n-nodes-base.spreadsheetFile
What it does
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. !image.png(fileId:674) To run the workflow: 1. Make sure your Salesforce account is authenticated with n8n. 2. 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. !image.png(fileId:673) 3. Hit the Execute Workflow button at the bottom of the n8n 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.