Get user info

The Salesforce get user info action retrieves information about a Salesforce user by their User ID. This is a read-only action that can return details about a specific user or the current authenticated user, optionally including their permissions.

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 Salesforce integration user must have permission to read user records and permission-related data.

Supported parameters

Parameter	Type	Description
User ID	String	The Salesforce User ID to retrieve information for. If not provided, returns information about the current authenticated user. Optional.
Include permissions	Boolean	Whether to include user permissions in the response. When enabled, makes additional API calls to retrieve permission details. Optional.

Usage examples

• "Get information about the current authenticated Salesforce user including their permissions."

• "Retrieve details for Salesforce user ID 0055g0000098ABC."

• "Show me user information and permission level for user 0055g0000099XYZ."

Troubleshooting

• Possible cause: The user running the action has not linked their Salesforce account in Glean.
• Fix: Ask the user to connect their Salesforce account in Glean through their account settings, then retry the action.

• Possible cause: Restrictive permissions or API issues in your Salesforce org affect the additional permission API calls.
• Fix: Run the action with include permissions set to false to confirm basic connectivity. Work with your Salesforce admin to ensure the relevant permission APIs are available if you need permission details.

• Possible cause: The User ID is not a valid Salesforce User ID, or the integration user does not have permission to read that user record.
• Fix: Verify that User ID is a valid Salesforce User ID from your org and that the integration user has permission to read that user record.

• Possible cause: The include permissions parameter is set to false, or field-level security restrictions limit what permission data can be retrieved.
• Fix: Set include permissions to true to retrieve permission data. Check with your Salesforce admin if certain permission fields are still missing due to security settings.

FAQs

No. If you do not provide User ID, the action returns information about the current authenticated Salesforce user. Provide User ID when you need information about a different user.

When include_permissions is true, the action makes additional Salesforce API calls to include the user's permissions in the response. This is useful when you need to understand what the user can do in Salesforce before running write actions, though it may add some latency.

No. This action retrieves information for one user at a time. To get information about multiple users, call this action multiple times with different user IDs.

You can find user IDs in Salesforce by navigating to Setup → Users, or use Salesforce search or query actions to find users based on name, email, or other criteria.