There are a couple of main ways to get information about contacts:
1. Contact summary
2. Specific details
Contact Summary
To get a summary of a contact or account including contact details you can ask -
| Format | Example |
| "What's the latest on {contact name} at {account_name}?" | "What's the latest on Lisa Simpson at Globex?" |
| "Give me a summary on {contact name} at {account_name}" | "Give me a summary on Lisa Simpson at Globex" |
| "Find {contact_name} at {account_name}" | "Find Lisa Simpson at Globex" |
Specific Details
If you are wanting to find out the value of a specific field in Salesforce for a contact, try phrasing the question in the following ways in case you are having issues being understood:
| Format | Example |
| "What's the {field} of {contact name} at {account_name}?" | "What's the email address of Lisa Simpson at Globex?" |
| "What's {contact name}'s at {account_name}'s {field}?" | "What's Lisa Simpson at Globex's phone number?" |
Tips
- While you do not need to include the account name, doing so will ensure you get more accurate results.
- Use capital letters for any contact or account names to ensure matching
- Tact supports only standard fields in Salesforce
Next Section: Updating contacts
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