Search accounts

The Salesforce search accounts action searches Account records in your connected Salesforce org using flexible filters. This is a read-only action that helps teams find the right accounts quickly 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 Account records based on your organization's sharing rules.

Supported parameters

Parameter	Type	Description
Name	String	Search by account name. Supports partial matches. Optional.
Billing city	String	Search by billing city. Supports partial matches. Optional.
Billing state	String	Search by billing state/province. Supports partial matches. Optional.
Billing country	String	Search by billing country. Supports partial matches. Optional.
Industry	String	Search by industry. Optional.
Phone	String	Search by phone number. Supports partial matches. Optional.
Fields	String	Comma-separated list of Account fields to retrieve. Optional.
Limit	Integer	Maximum number of accounts to return. Optional.
Type	String	Search by account type. Examples: "Customer - Direct" "Customer - Channel" "Prospect" "Partner"
Webiste	String	Search by website. Supports partial matches. Examples: "acme.com" ".com" "https://"

Usage examples

• "Find all accounts in the technology industry located in San Francisco."

• "Search for accounts with 'Acme' in the name in the United States."

• "Show me accounts in the healthcare industry with phone numbers in the 415 area code."

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 agent calls the search action but never surfaces its output in a respond step or follow-up action.
• Fix: In the agent builder, add a respond step after the search action that uses the action's output fields (e.g., to print a table of matching accounts) so users can see and act on the results.

• Possible cause: The search filters are too broad or too narrow, or the authenticated user has limited access to Account records.
• Fix: Adjust the search parameters to be more specific or relaxed. Use the Limit parameter to control the number of results. Verify that the user's Salesforce profile allows them to view the relevant accounts.

FAQs

You can search by account name, billing city, billing state, billing country, industry, and phone number. All search filters support partial matches except industry, which requires an exact match to your Salesforce industry picklist values.

Yes. Use the Fields parameter to specify which Account fields to retrieve, including custom fields. Provide a comma-separated list of API field names (e.g., "Name,Industry,CustomField__c"). If you do not specify fields, the action returns a default set of standard fields.

Partial matches allow you to search for accounts that contain your search term anywhere in the field. For example, searching for "tech" in the Name field will match "TechCorp", "Biotech Solutions", and "FinTech Innovations". This is case-insensitive.

Yes. You can combine multiple search filters to narrow your results. For example, you can search for accounts in the "Technology" industry that are located in "California" and have "Solutions" in the name. All filters are applied with AND logic.