Getting details about an account
Tact can give you an account summary as well as specific details. Here are some examples of what you can ask for:
Account Summary
| Format | Example |
| "What's the latest on {account_name}?" | "What's the latest on United Oil & Gas Corp" |
| "Give me a summary on {account_name}" | "Give me a summary on United Oil & Gas Corp" |
| "Find {account_name}" | "Find account United Oil & Gas Corp" |
Specific Details
If you want to find out the value of a specific field in Salesforce for an account, here are some examples of the formatting you can use:
| Format | Example |
| "What's the {field} of {account_name}?" | "What's the mailing address of United Oil & Gas Corp?" |
| "What's {account_name}'s {field}?" | "What's United Oil & Gas Corp'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
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