Salesforce Account Enrichment

Task

Enrich Salesforce accounts and contacts with external data. Use @Apollo/Enrich Company and @LinkedIn/Get CompanyName it "LinkedIn/Get Company" and call it with @LinkedIn/Get Company to pull company information, then update Salesforce records using @Salesforce/Update Account and @Salesforce/Update ContactName it "Salesforce/Update Contact" and call it with @Salesforce/Update Contact with enriched fields like industry, employee count, revenue, tech stack, and more.

Example: Enrich my top 10 Salesforce accounts with Apollo and LinkedIn data — fill in missing industry, employee count, and revenue fields.

Input

The user will provide either:

1. A list of account names to enrich
2. Contact emails to enrich
3. A segment description (e.g., "all accounts missing industry data")

Example: "Enrich Acme Corp, Beta Inc, and Gamma LLC in Salesforce with Apollo and LinkedIn data"

Context

Workflow

1. Use @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name to pull the current account record from Salesforce
2. Use @Apollo/Enrich CompanyName it "Apollo/Enrich Company" and call it with @Apollo/Enrich Company to get company data (industry, headcount, revenue, tech stack, funding)
3. Use @LinkedIn/Get CompanyName it "LinkedIn/Get Company" and call it with @LinkedIn/Get Company to get additional data (company description, specialties, recent activity)
4. Compare enriched data against existing Salesforce fields to identify gaps
5. Use @Salesforce/Update AccountName it "Salesforce/Update Account" and call it with @Salesforce/Update Account to fill in missing or outdated account fields
6. For contacts associated with the account, use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to pull contact records
7. Use @Salesforce/Update ContactName it "Salesforce/Update Contact" and call it with @Salesforce/Update Contact to update contact fields (title, phone, etc.)

Fields to Enrich

Account Fields:

• Industry / Sub-industry
• NumberOfEmployees
• AnnualRevenue
• Website
• Description
• BillingAddress (City, State, Country)
• Type (Prospect, Customer, Partner)
• Custom fields (tech stack, funding stage, etc.)

Contact Fields:

• Title (current role)
• Phone
• Department
• LinkedIn URL

Enrichment Strategy

• Only update fields that are empty or clearly outdated
• Never overwrite manually entered notes or custom data
• Log every change made for audit purposes
• Flag conflicts where Salesforce data differs from enrichment sources

Output

Enrichment Summary

Accounts Enriched: [count] Fields Updated: [count] Contacts Updated: [count]

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Account Updates:

| Account | Field | Previous Value | New Value | Source | |---------|-------|---------------|-----------|--------| | [Acme Corp] | Industry | (empty) | Software | Apollo | | [Acme Corp] | Employees | 50 | 120 | Apollo | | [Beta Inc] | Revenue | (empty) | $5M ARR | Apollo | | [Beta Inc] | Description | (empty) | [summary] | LinkedIn |

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Contact Updates:

| Contact | Account | Field | Previous Value | New Value | |---------|---------|-------|---------------|-----------| | [John Doe] | [Acme Corp] | Title | Manager | VP Sales | | [Jane Smith] | [Beta Inc] | Phone | (empty) | +1-555-0123 |

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No Changes Needed:

• [Account]: All fields already up to date

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Conflicts Found:

| Account | Field | Salesforce Value | Enrichment Value | Action | |---------|-------|-----------------|------------------|--------| | [Company] | Industry | [Value A] | [Value B] | Review needed |