Search contacts

The Salesforce search contacts action retrieves a list of Contact records from your connected Salesforce org using flexible filters. This is a read-only action that helps teams find the right contacts 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 Contact records based on your organization's sharing rules.

Supported parameters

Parameter	Type	Description
Name	String	Search by contact name (first name or last name). Supports partial matches. Optional.
Email	String	Search by email address. Supports partial matches. Optional.
Account name	String	Search by associated account name. Supports partial matches. Optional.
Title	String	Search by job title. Supports partial matches. Optional.
Phone	String	Search by phone number. Supports partial matches. Optional.
Fields	String	Comma-separated list of Contact fields to retrieve. Optional.
Limit	Integer	Maximum number of contacts to return. Optional.

Usage examples

• "Find all contacts at Acme Corporation with email addresses ending in @acme.com."

• "Search for contacts with the title 'VP of Engineering' across all accounts."

• "Show me all contacts named John Smith 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 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 for the target accounts.

• Possible cause: The search filters 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 combining multiple filters like account name, title, or email domain.

FAQs

You can search by contact name (first or last), email address, associated account name, job title, and phone number. All search filters support partial matches, allowing you to find contacts that contain your search term anywhere in the field.

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

Use the Account name parameter to filter contacts by their associated account. The parameter supports partial matches, so searching for "Tech" will match contacts at "TechCorp", "Biotech Solutions", and other accounts with "Tech" in their name.

Yes. You can combine multiple search filters to narrow your results. For example, you can search for contacts with "VP" in their title at accounts named "Acme" with email addresses at the "acme.com" domain. All filters are applied with AND logic.