Skip to main contentKey Features
This action allows Glean to intelligently combine indexed Salesforce documents along with data fetched from Salesforce using SOQL to best answer queries.
Usage Instructions
This action internally uses the “Search Salesforce with SOQL” action.
Ensure “Search Salesforce with SOQL” is enabled in order to use this Action.
Examples
- Opportunity Status: “What is the stage of the Acme opportunity?”
- Custom Object Lookup: “Who is the CSM for the Acme account?”
- Aggregation: “Total ARR of all the opportunities closed from June to August.”
- Use Case Association: “What are the use cases associated with the Acme account?”
Best Practices and Troubleshooting
- Initial admin setup for the Salesforce data model is required in the Connectors setup page.
Known Limitations
- Out-of-the-box support for standard objects; custom objects require additional configuration.
- Cannot search multiple records at once; queries must be split for multi-entity lookups.
- Search results exceeding 1000 rows will not be shown.
- Referential (Service Cloud) objects such as Knowledge Bases and Cases are excluded.
- Not all Salesforce object types, dashboards, or attachments are indexed.
- Users may experience doc QA issues (e.g., difficulties with follow-up summaries or pasted links).
- Does not support multiple salesforce instances.
