Get account

The Salesforce get account action retrieves a single Account record from your connected Salesforce org by its Salesforce ID. This is a read-only action that returns all available fields on the Account object without modifying any Salesforce data.

Prerequisites

• Your Salesforce org must be connected as a data source in Glean, and an admin must enable the Salesforce action pack and complete Salesforce Actions Setup including OAuth configuration.

• Users must authenticate for Salesforce actions on first use.

• The authenticated Salesforce user must have permission to view the target Account record based on your organization's sharing rules.

Supported parameters

Parameter	Type	Description
Account ID	String	The unique Salesforce ID of the account to retrieve. Required.

Usage examples

• "Get the full details for Salesforce account ID 001PZ000003xyzABC."

• "Retrieve account information for Acme Corporation using its Salesforce ID."

• "Show me all fields for account ID 001PZ000004defGHI."

Troubleshooting

• Possible cause: The user has not connected their Salesforce account for actions, or the Salesforce connected app is misconfigured.
• Fix: Have the user complete Salesforce authentication from within Glean or reconnect if needed. An admin may need to review the Salesforce connected app configuration and action pack settings if authentication continues to fail.

• Possible cause: The agent calls the action but never surfaces its output in a respond step.
• Fix: In the agent builder, add a respond step after the action that uses the action's output fields to display key account information or a formatted summary so users can see the retrieved details.

• Possible cause: The authenticated Salesforce user may not have permission to view that Account or some of its fields.
• Fix: Ask a Salesforce admin to confirm that the connected user has read access to Accounts and to the specific record you are targeting. Verify field-level security settings if certain fields are missing.

• Possible cause: The provided account ID does not exist in Salesforce, or it may have been deleted.
• Fix: Verify that the account ID is correct by checking in Salesforce. Use Search accounts action to find the correct account ID if needed.

FAQs

No. Salesforce get account is a read-only action. It only retrieves account information and does not create, update, or delete records in Salesforce.

You can find the account ID in Salesforce by navigating to the account record and copying the ID from the URL, or use the Search accounts action to programmatically find the account ID based on account name or other criteria.

No. This action retrieves one account at a time using a single account ID. To retrieve multiple accounts, call this action multiple times with different IDs, or use a search action to find multiple accounts based on criteria.