https://tarek-ai.com/tags/lead-search/ Recent content in Lead Search 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 Tue, 07 Apr 2026 00:00:00 +0000 https://tarek-ai.com/portfolio/saleforce_lead_search/ Tue, 07 Apr 2026 00:00:00 +0000 https://tarek-ai.com/portfolio/saleforce_lead_search/ <h1 id="using-salesforce-agentforce-to-search-for-leads">Using Salesforce Agentforce to Search for Leads</h1> <p>Building on my lead enrichment automation, I wanted to create a more intuitive way for sellers to interact with their data. Instead of scrolling through list views, I built a custom Agentforce Agent that allows sellers to find high-value prospects simply by asking.</p> <hr> <h2 id="the-three-ingredients-of-the-automation">The Three Ingredients of the Automation</h2> <h3 id="1-custom-fields--logic">1. Custom Fields &amp; Logic</h3> <p>To make the search meaningful, I added custom industry-specific fields like Estimated Monthly Orders, Average Order Value, and Cuisine. I then built a Lead Score Flow that calculates a priority score using this formula:</p>