Get lead

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

Supported parameters

Parameter	Type	Description
Lead ID	String	The unique Salesforce ID of the lead to retrieve. Required.

Usage examples

• "Get the full details for Salesforce lead ID 00QPZ000001rbt8YAA."

• "Retrieve lead information for Jane Smith using her Salesforce ID."

• "Show me all fields for lead ID 00QPZ000002xyz9ABC."

Troubleshooting

• 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 lead information (name, title, company, status, lead source) so users can see the retrieved details.

• Possible cause: The action cannot reliably predict lead IDs from person names.
• Fix: Use a real Salesforce lead identifier from the record URL and pass that identifier directly into the action instead of relying on name-based inference.

• Possible cause: Salesforce is not connected as a data source, actions are not enabled, or the user has not authorized Salesforce.
• Fix: Confirm that Salesforce is connected, the action pack is enabled, and the user has re-authorized Salesforce if prompted. Work with your Glean admin to verify that Salesforce Actions setup is complete and that the connected user can view Lead records.

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

FAQs

Salesforce Retrieve Lead by ID is a legacy action that is deprecated in favor of Salesforce Get lead. When building new agents, use Salesforce Get lead where available.

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

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

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