Salesforce-Google Sheets Company Sync (Smart Duplicate Prevention)

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        "content": "# 📊 Part 1: Data Input & Preparation\n\n## Extract company data from Google Sheets and prepare for Salesforce processing.\n\n### Modules:\n- Manual Trigger - Starts the workflow execution\n- Get row(s) in sheet - Reads company data from Google Sheets  \n- Search Salesforce accounts - Checks for existing companies\n- Merge existing account data - Combines sheet data with SF search results"
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        "content": "# 🔄 Part 2: Smart Routing & Duplicate Detection\n\n## Analyze search results and route companies to appropriate processing paths.\n\n### Logic Flow:\nCompanies are automatically sorted into two paths based on whether they already exist in Salesforce, preventing duplicates while ensuring complete \ndata capture."
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        "content": "# 🆕 Part 3: New Company Processing\n\n## Create new Salesforce accounts for companies not found in the system.\n\n### Modules:\n- Keep new companies - Filters companies not in Salesforce\n- Remove duplicate companies - Eliminates internal duplicates  \n- Create Salesforce account - Creates new SF account records\n- Set new account name - Configures account naming\n- Retrieve new company contacts - Gets contact data for new accounts"
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        "content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n# ✅ Part 4: Existing Company Processing\n\n## Handle companies that already exist in Salesforce by updating contact information.\n\n### Modules:\n- Account found? - Identifies companies already in Salesforce\n- Set Account ID for existing accounts - Maps existing account IDs\n- Create Salesforce contact - Adds/updates contacts under existing accounts"
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        "content": "# 🎯 Salesforce-Google Sheets Company Sync (Smart Duplicate Prevention)\n## Made by: Xavier Tai\n\n## This workflow automatically syncs company data from Google Sheets to Salesforce with intelligent duplicate prevention and comprehensive contact management.\n\n### ✅ What You'll Need\n☑️ Google Sheets with company data (Company Name, Email, Phone, Industry, etc.)\n☑️ Google Sheets API credentials (OAuth 2.0 authentication configured in n8n)\n☑️ Salesforce API access (Connected App with Account/Contact create/read permissions)\n☑️ Salesforce field mapping knowledge (understanding of required vs optional fields for Accounts/Contacts)\n☑️ n8n instance (cloud or self-hosted with HTTPS)\n\n### ⏱️ Estimated execution time: 15-45 seconds per company\n\n### 🔧 Security Best Practices\n- Use environment variables for API keys and tokens - never hardcode credentials\n- Limit workflow access to necessary team members only via n8n user permissions  \n- Test with small datasets (5-10 companies) before full deployment\n- Process in batches of 25-50 companies maximum to respect API limits\n- Backup existing Salesforce data before running bulk operations\n\n### 🚨 Troubleshooting Guide\n- \"Authentication failed\" → Refresh OAuth credentials in n8n connections\n- \"Required field missing\" → Check Salesforce Account/Contact required fields  \n- \"Duplicate account created\" → Verify company name exact matching in search logic\n- \"Rate limit exceeded\" → Reduce batch size or add delay nodes between API calls\n- \"Sheet not found\" → Verify Google Sheets file sharing permissions and sheet name\n\n### 🚀 Execute workflow\nClick the red \"Execute workflow\" button below to start processing your company data.\nMonitor progress in the execution panel and verify results in Salesforce."
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