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Getting details about accounts

Getting details about an account

There are a couple of main ways to get information about accounts:

1. Account summary

2. Specific details

Account Summary

To get a summary of an account including contact details you can ask -

Format Example
"What's the latest on {account_name}?" "What's the latest on Globex"
"Give me a summary on {account_name}" "Give me a summary on Globex"
"Find {account_name}" "Find Globex"

 

 

Specific Details

If you are wanting to find out the value of a specific field in Salesforce for an account, try phrasing the question in the following ways in case you are having issues being understood:

Format Example
"What's the {field} of {account_name}?" "What's the mailing address of Globex?"
"What's {account_name}'s {field}?" "What's 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 accounts

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