Search leads

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

Supported parameters

Parameter	Type	Description
Name	String	Search by lead name (first name or last name). Supports partial matches. Optional.
Email	String	Search by email address. Supports partial matches. Optional.
Company	String	Search by company name. Supports partial matches. Optional.
Status	String	Search by lead status (e.g., "Open", "Contacted", "Qualified"). Optional.
Phone	String	Search by phone number. Supports partial matches. Optional.
Fields	String	Comma-separated list of Lead fields to retrieve. Optional.
Limit	Integer	Maximum number of leads to return. Optional.
Lead source	String	Search by lead source. Examples: "Web" "Phone Inquiry" "Partner Referral"
Title	String	Search by job title. Supports partial matches. Examples: "Manager" "Director" "Sales"

Usage examples

• "Search for all qualified leads at Acme Corporation with email addresses ending in @acme.com."

• "Find open leads named John Smith with phone numbers in the 415 area code."

• "Show me all contacted leads at companies in the technology industry."

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 leads.
• Fix: Confirm the filter values are correct by checking a sample lead directly in Salesforce. Relax or adjust filters in the agent configuration. Verify that the user's Salesforce profile allows them to view Lead records in the target segment.

• 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 leads. Consider combining multiple filters like company, status, or email domain.

FAQs

You can search by lead name (first or last), email address, company name, lead status, and phone number. All search filters support partial matches (except status, which requires exact match to your Salesforce lead status picklist values).

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

Use the Status parameter to filter leads by their status. The status value must match your Salesforce lead status picklist exactly (e.g., "Open", "Contacted", "Qualified", "Unqualified"). Status values are case-sensitive and org-specific.

Yes. You can combine multiple search filters to narrow your results. For example, you can search for leads with "VP" in their name at companies named "Tech" with status "Qualified". All filters are applied with AND logic.