Basic lead enrichment in Salesforce
Using Automation for basic Lead enrichment in Salesforce To gain more hands-on experience with Salesforce, I used a Developer Edition org to build an AI-driven automation that triggers whenever a new Lead is created. Using Agentforce, the system automatically finds and populates the phone number, email, and website for that lead. The Three Ingredients of the Automation 1. The Instructions (Flex Prompt Template) To guide the AI, I created a Flex Prompt Template. It takes the company name and location as inputs and instructs the AI to return the corresponding phone number, email, and website in a clean JSON format. ...