Artisan IMG > API Operation (api-operation-trigger) (b7cd35d2-96c1-4ed0-a03c-d8a2a7d0d4eb)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)

[AT] Fuzzy search for Salesforce Accounts by account name

Workflow
AI Agent Tools
Beginner

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Send this tool an account name and it will fuzzy match any accounts in your Salesforce instance that include the name in theirs. It returns: Account Name, Id, Industry, Website, Billing Country, Billing State/Province, and details about the account owner.

Optionally configure the Salesforce connector to return additional important information about your accounts, such as custom fields you've created.