> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Look up Salesforce record

> Search for Salesforce records by field criteria and return selected fields in a Workflow.

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.

<Steps>
  <Step title="Add the Look Up Salesforce Record action">
    While editing a [Workflow](/workflows/overview), click the **+** button between existing steps. Select **Look Up Salesforce Record** from the action list to add it to your Workflow.

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-salesforce-record-img-0.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=bc02bd474e0ef4a0235826bf5eb3153f" alt="Adding the Look Up Salesforce Record action from the action picker" width="864" height="228" data-path="images/reference/look-up-salesforce-record-img-0.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-salesforce-record-img-1.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=e5cf57088974a6779642f6eedb78c497" alt="Look Up Salesforce Record action added to the Workflow" width="794" height="522" data-path="images/reference/look-up-salesforce-record-img-1.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-salesforce-record-img-2.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=126d8448b79535ee71390af4b2ceb067" alt="Salesforce connection prompt in the action configuration" width="802" height="734" data-path="images/reference/look-up-salesforce-record-img-2.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-salesforce-record-img-3.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=7e1bef2c5744355213fa42404ad0181d" alt="Type dropdown in the Look Up Salesforce Record action" width="788" height="186" data-path="images/reference/look-up-salesforce-record-img-3.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-salesforce-record-img-4.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=cc307187c8fbaedd712d6532509efdc0" alt="Expanded list of Salesforce object types" width="504" height="438" data-path="images/reference/look-up-salesforce-record-img-4.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-salesforce-record-img-5.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=3299bccff1c14dced4314c32a726f6ad" alt="Search criteria configuration with field, operation, and value" width="796" height="526" data-path="images/reference/look-up-salesforce-record-img-5.png" />
    </Frame>

    <Tip>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.</Tip>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-salesforce-record-img-6.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=9a70981c02038b88498c801cd0841b82" alt="Fields to return configuration showing selected Salesforce fields" width="770" height="146" data-path="images/reference/look-up-salesforce-record-img-6.png" />
    </Frame>
  </Step>
</Steps>

## Related

* [Update Salesforce Record](/integrations/salesforce/update-record)
* [Find or Create Salesforce Record](/integrations/salesforce/find-or-create-record)
* [Salesforce Record Created trigger](/integrations/salesforce/record-created-trigger)
* [Salesforce for Workflows](/integrations/salesforce/workflows)