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Account 360 Enrichment

A 3-step recipe with Salesforce Sales Cloud. We can help you get access.

Recipe · 3 steps

Account 360 Enrichment

with Salesforce Sales Cloud

Resolve an Account, then fetch its Contacts and open Opportunities.

  1. Query for the Account by name.
  2. Query the Account's related Contacts by AccountId.
  3. Query the Account's open Opportunities by AccountId.
What you'll need to have ready
  • accessToken: OAuth 2.0 access token used as the Bearer credential.
  • accountName: Account Name to resolve in the SOQL WHERE clause.
  • openStageFilter: Stage value treated as "closed" to exclude from open Opportunities.
For your developer

Arazzo workflow salesforce-sales-cloud:account-360-enrichment, 3 operations: executeSOQLQuery → executeSOQLQuery → executeSOQLQuery. Specs on APIs.io.

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