https://tarek-ai.com/tags/automation-lead-enrichment/ Recent content in Automation, Lead Enrichment on tarek ai https://tarek-ai.com/%3Clink%20or%20path%20of%20image%20for%20opengraph,%20twitter-cards%3E https://tarek-ai.com/%3Clink%20or%20path%20of%20image%20for%20opengraph,%20twitter-cards%3E Hugo -- 0.157.0 en-us Fri, 26 Dec 2025 00:00:00 +0000 https://tarek-ai.com/portfolio/salesforce_lead/ Fri, 26 Dec 2025 00:00:00 +0000 https://tarek-ai.com/portfolio/salesforce_lead/ <h1 id="using-automation-for-basic-lead-enrichment-in-salesforce">Using Automation for basic Lead enrichment in Salesforce</h1> <p>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 <strong>Agentforce</strong>, the system automatically finds and populates the <strong>phone number, email, and website</strong> for that lead.</p> <hr> <h2 id="the-three-ingredients-of-the-automation">The Three Ingredients of the Automation</h2> <h3 id="1-the-instructions-flex-prompt-template">1. The Instructions (Flex Prompt Template)</h3> <p>To guide the AI, I created a <strong>Flex Prompt Template</strong>. 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.</p>