Get contact

The Salesforce get contact action retrieves a single Contact record from your connected Salesforce org by its Salesforce ID. This is a read-only action that returns all available fields on the Contact 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 Contact record based on your organization's sharing rules.

Supported parameters

Parameter	Type	Description
Contact ID	String	The unique Salesforce ID of the contact to retrieve. Required.
Fields	String	Comma-delimited string of Contact field API names to retrieve. If omitted, all fields are returned. Examples: "Name,Email,Phone" "FirstName,LastName,AccountId,Description"

Usage examples

• "Get the full details for Salesforce contact ID 003PZ000001rbt8YAA."

• "Retrieve contact information for John Smith using his Salesforce ID."

• "Show me all fields for contact ID 003PZ000002xyz9ABC."

Troubleshooting

• Possible cause: The Salesforce action pack is not added, not linked to your Salesforce data source, or not fully configured.
• Fix: In the Glean admin console, go to Platform → Actions, add or open the Salesforce action pack, link it to your Salesforce datasource, configure authentication, update Publish settings, and save. After that, Salesforce actions should appear under Actions → By datasource → Salesforce.

• Possible cause: The user's connected Salesforce account is missing, inactive, or misconfigured, or the Salesforce connected app is not set up correctly.
• Fix: Ask the user to re-authenticate Salesforce when prompted by Glean. If errors persist, verify the Salesforce connected app configuration (callback URL and scopes) and confirm that Salesforce Actions Setup is complete.

• Possible cause: The Contact ID is invalid, refers to a record that no longer exists, or the authorized Salesforce user does not have permission to view that Contact.
• Fix: Confirm that the Contact ID is correct by checking the Salesforce URL, verify the record still exists, and ensure the user's Salesforce profile allows them to view that Contact.

• 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 contact information (name, email, phone, account, owner) so users can see the retrieved details.

FAQs

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

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

The action returns all available fields on the Contact object. The exact fields visible depend on your Salesforce configuration and the authenticated user's field-level permissions.