Tact can give you a contact summary as well as specific details. Here are some examples of what you can ask for:
Contact Summary
To get a summary of a contact including contact details, ask Tact:
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 want to find out the value of a specific field in Salesforce for a contact, here are some examples of the formatting you can use:
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 give you more accurate results.
- Use capital letters for any contact or account names to ensure matching
- Tact supports only standard fields in Salesforce
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