enrich_salesforce_account
Add research insights including feedback summaries, risk signals, and expansion opportunities to Salesforce account records from analysis of user research calls.
Instructions
Add research insights to Salesforce account records
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | Yes | ||
| insight_summary | No | ||
| recent_feedback | No | ||
| risk_signals | No | ||
| expansion_opportunities | No |