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" |
Example - What is the latest on {account}?
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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