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Salesforce Account and Contact Automation

Salesforce Account and Contact Automation is a 13-node automation blueprint connecting Salesforce, Spreadsheet File. Inspect its trigger, execution graph, branches, and implementation requirements.

SalesforceSpreadsheet File

Interactive system map

Follow the runtime. Inspect what supports it.

Solid horizontal paths show main-channel execution. Violet dependencies sit beneath the exact step they configure or empower.

13

Nodes

16

Links

1

Run groups

Connected tools

2 integrations

  • Salesforce
  • Spreadsheet File

Canvas controls

Fit wide systems, then zoom into any run group.

Salesforce Account and Contact Automation execution lanes1 run groups containing 13 workflow nodes and 16 visible links. Solid horizontal lines are main-channel runtime links. Violet dashed lines connect typed dependencies beneath the runtime step they support. Focus any node to inspect its immediate path.On clicking 'execute'. trigger node, manualTrigger. 0 incoming and 1 outgoing connections.STARTOn clicking 'execute'TRIGGERMANUALTRIGGER0 IN / 1 OUTDownload file. integration node, httpRequest. 1 incoming and 1 outgoing connections.STEP 02Download fileINTEGRATIONHTTPREQUEST1 IN / 1 OUTSpreadsheet File. integration node, spreadsheetFile. 1 incoming and 3 outgoing connections.STEP 03Spreadsheet FileINTEGRATIONSPREADSHEETFILE1 IN / 3 OUTSearch Salesforce accounts. integration node, salesforce. 1 incoming and 2 outgoing connections.STEP 04Search Salesforce accountsINTEGRATIONSALESFORCE1 IN / 2 OUTKeep new companies. decision node, merge. 2 incoming and 2 outgoing connections.STEP 05Keep new companiesDECISIONMERGE2 IN / 2 OUTMerge existing account data. decision node, merge. 2 incoming and 1 outgoing connections.STEP 05Merge existing account dataDECISIONMERGE2 IN / 1 OUTRemove duplicate companies. transform node, itemLists. 1 incoming and 1 outgoing connections.STEP 06Remove duplicate companiesTRANSFORMITEMLISTS1 IN / 1 OUTAccount found?. decision node, if. 1 incoming and 1 outgoing connections.STEP 06Account found?DECISIONIF1 IN / 1 OUTCreate Salesforce account. integration node, salesforce. 1 incoming and 1 outgoing connections.STEP 07Create Salesforce accountINTEGRATIONSALESFORCE1 IN / 1 OUTSet Account ID for existing accounts. integration node, renameKeys. 1 incoming and 1 outgoing connections.STEP 07Set Account ID for existi…INTEGRATIONRENAMEKEYS1 IN / 1 OUTSet new account name. transform node, set. 1 incoming and 1 outgoing connections.STEP 08Set new account nameTRANSFORMSET1 IN / 1 OUTRetrieve new company contacts. decision node, merge. 2 incoming and 1 outgoing connections.STEP 09Retrieve new company cont…DECISIONMERGE2 IN / 1 OUTCreate Salesforce contact. integration node, salesforce. 2 incoming and 0 outgoing connections.OUTCOMECreate Salesforce contactINTEGRATIONSALESFORCE2 IN / 0 OUT

Signal inspector

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Main-channel runtimeTyped dependencytriggeraidecisiontransformintegration
Scroll horizontally to follow every connected flow.13 connected nodesEnter or click to lock · Escape to clear

Runtime breakdown

Read the execution spine before its dependencies.

Each run group separates main-channel steps from the models, tools, retrievers, and data services that support them. Start and outcome labels apply only to runtime nodes.

01

Run Group

On clicking 'execute'

16 Execution Links

  1. Start

    On clicking 'execute'

    Trigger

  2. Step 2

    Download file

    Integration

  3. Step 3

    Spreadsheet File

    Integration

  4. Step 4

    Search Salesforce accounts

    Integration

  5. Step 5

    Keep new companies

    Decision

    Merge existing account data

    Decision

  6. Step 6

    Remove duplicate companies

    Transform

    Account found?

    Decision

  7. Step 7

    Create Salesforce account

    Integration

    Set Account ID for existing accounts

    Integration

  8. Step 8

    Set new account name

    Transform

  9. Step 9

    Retrieve new company contacts

    Decision

  10. Outcome

    Create Salesforce contact

    Integration

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