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Documentation Complète
📋 Automatisation Salesforce intelligente via n8n
💡 Description
Ce workflow automatisé optimise la gestion des comptes et contacts Salesforce en téléchargeant un fichier Excel, en recherchant les comptes existants, et en créant de nouveaux comptes ou contacts si nécessaire. Il simplifie le processus de vérification et d'ajout de données, garantissant une base de données Salesforce à jour et sans doublons. Idéal pour les équipes commerciales cherchant à améliorer l'efficacité et la précision des données clients, ce workflow réduit les erreurs manuelles et permet une mise à jour rapide des informations critiques.
📈 Impact & ROI: Réduction significative du temps passé sur la gestion des données clients, augmentant ainsi l'efficacité opérationnelle tout en minimisant les risques d'erreurs coûteuses.
🚀 Fonctionnalités Clés
- ✅ Vérification automatique des comptes existants dans Salesforce
- ✅ Création sans effort de nouveaux comptes et contacts
- ✅ Élimination efficace des doublons pour une base de données propre
- ✅ Intégration fluide avec un fichier Excel pour mise à jour rapide
📊 Architecture Technique
14
Nodes
Nodes
12
Connexions
Connexions
3
Services
Services
🔌 Services Intégrés
SalesforceHTTP RequestSpreadsheet File
🔧 Composition du Workflow
| Node | Type | Description |
|---|---|---|
| On clicking 'execute' | manualTrigger | Traitement des données |
| Search Salesforce accounts | salesforce | Traitement des données |
| Keep new companies | merge | Fusion de plusieurs branches de données |
| Merge existing account data | merge | Fusion de plusieurs branches de données |
| Account found? | if | Condition logique pour router le flux |
| Remove duplicate companies | itemLists | Traitement des données |
| Set Account ID for existing accounts | renameKeys | Traitement des données |
| Retrieve new company contacts | merge | Fusion de plusieurs branches de données |
| Set new account name | set | Traitement des données |
| Create Salesforce account | salesforce | Traitement des données |
| Create Salesforce contact | salesforce | Traitement des données |
| Note | stickyNote | Traitement des données |
| Download file | httpRequest | Requête HTTP vers une API externe |
| Spreadsheet File | spreadsheetFile | Traitement des données |
📖 Guide d'Implémentation
- Import du workflow: Téléchargez le fichier JSON et importez-le dans votre instance n8n
- Configuration des credentials: Configurez les accès pour chaque service utilisé
- Personnalisation: Adaptez les paramètres selon vos besoins spécifiques
- Test: Exécutez le workflow en mode test pour vérifier le bon fonctionnement
- Activation: Activez le workflow pour une exécution automatique
🏷️ Tags
Structure JSON
Voir le code JSON complet
{
"nodes": [
{
"id": "76f6b074-32a5-4419-aa0f-80505b3a31ad",
"name": "On clicking 'execute'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
20,
240
],
"parameters": [],
"typeVersion": 1
},
{
"id": "42289f01-3af9-4bc3-babb-54b983de7e77",
"name": "Search Salesforce accounts",
"type": "n8n-nodes-base.salesforce",
"position": [
680,
240
],
"parameters": {
"query": "=SELECT id, Name FROM Account WHERE Name = '{{$json[\"Company Name\"].replace(\/'\/g, '\\\\\\'')}}'",
"resource": "search"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "40",
"name": "Salesforce account"
}
},
"typeVersion": 1,
"alwaysOutputData": false
},
{
"id": "954ef43f-4dc1-4955-9c56-c5d11bcd5d6e",
"name": "Keep new companies",
"type": "n8n-nodes-base.merge",
"position": [
900,
40
],
"parameters": {
"mode": "removeKeyMatches",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "ec23bd4f-c6ee-4c2a-a352-8ff521a5ddf6",
"name": "Merge existing account data",
"type": "n8n-nodes-base.merge",
"position": [
900,
440
],
"parameters": {
"mode": "mergeByKey",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "85b460ee-e6b4-48c8-8315-ccf7875ec345",
"name": "Account found?",
"type": "n8n-nodes-base.if",
"position": [
1120,
440
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json[\"Id\"] }}",
"operation": "isNotEmpty"
}
]
}
},
"typeVersion": 1
},
{
"id": "1c926f04-b218-4460-8a56-c39a0854d50e",
"name": "Remove duplicate companies",
"type": "n8n-nodes-base.itemLists",
"position": [
1120,
140
],
"parameters": {
"compare": "selectedFields",
"options": [],
"operation": "removeDuplicates",
"fieldsToCompare": {
"fields": [
{
"fieldName": "Company Name"
}
]
}
},
"typeVersion": 1
},
{
"id": "d35c3b0b-d7a8-4182-9277-17080655436b",
"name": "Set Account ID for existing accounts",
"type": "n8n-nodes-base.renameKeys",
"position": [
1340,
440
],
"parameters": {
"keys": {
"key": [
{
"newKey": "Account ID",
"currentKey": "Id"
}
]
},
"additionalOptions": []
},
"typeVersion": 1
},
{
"id": "3747fdfa-f5f8-41b0-8393-1ac2ae29bab5",
"name": "Retrieve new company contacts",
"type": "n8n-nodes-base.merge",
"position": [
1780,
40
],
"parameters": {
"mode": "mergeByKey",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "0879e6a0-d782-4a0a-98f3-eeccbea760f6",
"name": "Set new account name",
"type": "n8n-nodes-base.set",
"position": [
1560,
140
],
"parameters": {
"values": {
"string": [
{
"name": "id",
"value": "={{ $json[\"id\"] }}"
},
{
"name": "Name",
"value": "={{ $node[\"Remove duplicate companies\"].json[\"Company Name\"] }}"
}
]
},
"options": [],
"keepOnlySet": true
},
"typeVersion": 1
},
{
"id": "7263c4dd-64eb-44c4-9839-fe3e5aa7ddbc",
"name": "Create Salesforce account",
"type": "n8n-nodes-base.salesforce",
"position": [
1340,
140
],
"parameters": {
"name": "={{ $json[\"Company Name\"] }}",
"resource": "account",
"additionalFields": []
},
"credentials": {
"salesforceOAuth2Api": {
"id": "40",
"name": "Salesforce account"
}
},
"typeVersion": 1
},
{
"id": "40d168af-346a-46ea-9fa0-641edd0f4937",
"name": "Create Salesforce contact",
"type": "n8n-nodes-base.salesforce",
"position": [
2000,
240
],
"parameters": {
"lastname": "={{ $json[\"Last Name\"] }}",
"resource": "contact",
"operation": "upsert",
"externalId": "Email",
"externalIdValue": "={{ $json[\"Email\"] }}",
"additionalFields": {
"email": "={{ $json[\"Email\"] }}",
"firstName": "={{ $json[\"First Name\"] }}",
"acconuntId": "={{ $json[\"Account ID\"] }}"
}
},
"credentials": {
"salesforceOAuth2Api": {
"id": "40",
"name": "Salesforce account"
}
},
"typeVersion": 1
},
{
"id": "dcd40640-c1d6-407c-95c9-84759ecaafab",
"name": "Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-20,
0
],
"parameters": {
"width": 400,
"height": 400,
"content": "## Downloading a file\nIn this example workflow, the spreadsheet file is downloaded from an HTTP location.\n\nDepending on your scenario you might want to swap the HTTP Request node downloading the file with another node fetching the file from another source (such as an FTP service, cloud storage, your local filesystem or an email for example)."
},
"typeVersion": 1
},
{
"id": "2fc38a06-11ec-4aa5-83f9-624f5a5ef47a",
"name": "Download file",
"type": "n8n-nodes-base.httpRequest",
"position": [
240,
240
],
"parameters": {
"url": "https:\/\/static.thomasmartens.eu\/n8n\/Excel-File-to-Salesforce.xlsx",
"options": [],
"responseFormat": "file"
},
"typeVersion": 2
},
{
"id": "43d5ba55-d150-4c7e-b44a-531733418c68",
"name": "Spreadsheet File",
"type": "n8n-nodes-base.spreadsheetFile",
"position": [
460,
240
],
"parameters": {
"options": []
},
"typeVersion": 1
}
],
"connections": {
"Download file": {
"main": [
[
{
"node": "Spreadsheet File",
"type": "main",
"index": 0
}
]
]
},
"Account found?": {
"main": [
[
{
"node": "Set Account ID for existing accounts",
"type": "main",
"index": 0
}
]
]
},
"Spreadsheet File": {
"main": [
[
{
"node": "Search Salesforce accounts",
"type": "main",
"index": 0
},
{
"node": "Keep new companies",
"type": "main",
"index": 0
},
{
"node": "Merge existing account data",
"type": "main",
"index": 0
}
]
]
},
"Keep new companies": {
"main": [
[
{
"node": "Remove duplicate companies",
"type": "main",
"index": 0
},
{
"node": "Retrieve new company contacts",
"type": "main",
"index": 0
}
]
]
},
"Set new account name": {
"main": [
[
{
"node": "Retrieve new company contacts",
"type": "main",
"index": 1
}
]
]
},
"On clicking 'execute'": {
"main": [
[
{
"node": "Download file",
"type": "main",
"index": 0
}
]
]
},
"Create Salesforce account": {
"main": [
[
{
"node": "Set new account name",
"type": "main",
"index": 0
}
]
]
},
"Remove duplicate companies": {
"main": [
[
{
"node": "Create Salesforce account",
"type": "main",
"index": 0
}
]
]
},
"Search Salesforce accounts": {
"main": [
[
{
"node": "Keep new companies",
"type": "main",
"index": 1
},
{
"node": "Merge existing account data",
"type": "main",
"index": 1
}
]
]
},
"Merge existing account data": {
"main": [
[
{
"node": "Account found?",
"type": "main",
"index": 0
}
]
]
},
"Retrieve new company contacts": {
"main": [
[
{
"node": "Create Salesforce contact",
"type": "main",
"index": 0
}
]
]
},
"Set Account ID for existing accounts": {
"main": [
[
{
"node": "Create Salesforce contact",
"type": "main",
"index": 0
}
]
]
}
}
}
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