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CRM & Sales Pipeline

Create Salesforce Accounts from Excel 365 Data

When you run it, it reads companies from Excel 365, checks Salesforce for existing accounts and creates accounts for new ones.

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The steps

  1. On clicking 'execute'
  2. Search Salesforce accounts
  3. Keep new companies
  4. Merge existing account data
  5. Account found?
  6. Remove duplicate companies
  7. Set Account ID for existing accounts
  8. Retrieve new company contacts
  9. Set new account name
  10. Create Salesforce account
  11. Create Salesforce contact
  12. Microsoft Excel

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