List contacts

The Salesforce list contacts action retrieves a list of Contact records from your connected Salesforce org. This is a read-only action that supports flexible filtering and sorting to help teams find the right people in CRM 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 Contact records based on your organization's sharing rules.

Supported parameters

Parameter	Type	Description
Query	String	SOQL query to fetch contacts. Use standard SOQL syntax to filter, sort, and limit results. Examples: "SELECT Id, FirstName, LastName FROM Contact WHERE Email != null" "SELECT Id, FirstName, LastName, Email FROM Contact ORDER BY LastName LIMIT 10" "SELECT Id, Name, Email FROM Contact WHERE CreatedDate = TODAY"

Usage examples

• "List all contacts at Acme Corporation sorted by job title."

• "Show me contacts with email addresses at example.com domain."

• "Find all contacts created in the last 30 days owned by the sales team."

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 filter values are too narrow, do not match how data is stored in Salesforce, or the user does not have permission to view the relevant contacts.
• Fix: Confirm the filter values are correct by checking a sample contact directly in Salesforce. Relax or adjust filters in the agent configuration. Verify that the user's Salesforce profile allows them to view Contact records.

• Possible cause: The filter criteria are too broad or no limit is set on the number of results.
• Fix: Add more specific filter criteria to narrow down results. Use the Limit parameter to restrict the number of returned contacts. Consider breaking large queries into smaller, more focused queries.

FAQs

Use the filter criteria to specify the account name or account ID. The exact syntax depends on your Salesforce configuration, but you can typically filter by account-related fields available in your org.

Yes. You can combine multiple filter criteria to narrow down results. For example, filter by both account and job title, or by email domain and creation date.

You can sort by any standard or custom Contact field in your Salesforce org, such as Name, Email, Title, LastModifiedDate, or CreatedDate. Check your Salesforce schema for available fields.

Use the Limit parameter to specify the maximum number of contacts to return. This is useful when dealing with large result sets to improve performance and readability.