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The Look Up Salesforce Record action searches for records in Salesforce by field criteria and returns selected fields as output variables. Use it to find a contact by email, look up an account by domain, or retrieve an opportunity by its ID.
1

Add the Look Up Salesforce Record action

While editing a Workflow, click the + button between existing steps. Select Look Up Salesforce Record from the action list to add it to your Workflow.
Adding the Look Up Salesforce Record action from the action picker
Look Up Salesforce Record action added to the Workflow
2

Connect your Salesforce account

If you haven’t already, connect your Salesforce account to Cassidy. This allows Cassidy to access your Salesforce records and look them up from your Workflow.
Salesforce connection prompt in the action configuration
3

Rename the action (optional)

If you want to make the action more descriptive or easier to reference as a variable later, enter a new name in the action title field.
4

Select the record type

Use the Type dropdown to choose the Salesforce object type you want to search — for example, Lead, Contact, Opportunity, Account, Task, User, Case, or a custom object.
Type dropdown in the Look Up Salesforce Record action
Expanded list of Salesforce object types
5

Define search criteria

Under Fields to search by, click Add Condition to specify how to find the record. Select the field to search on, choose the operation (equals, contains, etc.), and enter the value to match. You can add multiple conditions — they combine with AND logic, so only records matching all conditions are returned.
Search criteria configuration with field, operation, and value
Use variables from your trigger or previous steps as search values — for example, reference an email address from the trigger to look up a contact.
6

Select fields to return

Under Fields to return, click + Add Field and select the Salesforce fields you want returned as output variables. These field values are available in subsequent Workflow steps. Click the trash icon next to a field to remove it.
Fields to return configuration showing selected Salesforce fields