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Salesforce Account Enrichment

Fill in missing Salesforce fields automatically. Pull company data from Apollo and LinkedIn and update accounts and contacts in one pass.

Data enrichmentAccount intelligenceCRM hygieneField mapping

The Challenge

Half your Salesforce accounts are missing industry, employee count, or revenue data. You know the information is out there on Apollo and LinkedIn, but manually looking up each account and copy-pasting fields takes forever. This prompt does the research and updates Salesforce automatically, filling in gaps without overwriting your manual notes.

What This Prompt Does

Multi-Source Research

Pulls company data from both Apollo and LinkedIn for completeness

Smart Updates

Only fills empty fields or clearly outdated data — never overwrites manual notes

Account + Contact

Enriches both account-level and contact-level fields in one pass

Audit Trail

Logs every change with source attribution for compliance

The Prompt

The Prompt

Task

Enrich Salesforce accounts and contacts with external data. Use @Apollo/Enrich Company and @LinkedIn/Get CompanyName it "LinkedIn/Get Company" and call it with @LinkedIn/Get Company to pull company information, then update Salesforce records using @Salesforce/Update Account and @Salesforce/Update ContactName it "Salesforce/Update Contact" and call it with @Salesforce/Update Contact with enriched fields like industry, employee count, revenue, tech stack, and more.

Example: Enrich my top 10 Salesforce accounts with Apollo and LinkedIn data — fill in missing industry, employee count, and revenue fields.

Input

The user will provide either:

  1. A list of account names to enrich
  2. Contact emails to enrich
  3. A segment description (e.g., "all accounts missing industry data")

Example: "Enrich Acme Corp, Beta Inc, and Gamma LLC in Salesforce with Apollo and LinkedIn data"

Context

Workflow

  1. Use @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name to pull the current account record from Salesforce
  2. Use @Apollo/Enrich CompanyName it "Apollo/Enrich Company" and call it with @Apollo/Enrich Company to get company data (industry, headcount, revenue, tech stack, funding)
  3. Use @LinkedIn/Get CompanyName it "LinkedIn/Get Company" and call it with @LinkedIn/Get Company to get additional data (company description, specialties, recent activity)
  4. Compare enriched data against existing Salesforce fields to identify gaps
  5. Use @Salesforce/Update AccountName it "Salesforce/Update Account" and call it with @Salesforce/Update Account to fill in missing or outdated account fields
  6. For contacts associated with the account, use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to pull contact records
  7. Use @Salesforce/Update ContactName it "Salesforce/Update Contact" and call it with @Salesforce/Update Contact to update contact fields (title, phone, etc.)

Fields to Enrich

Account Fields:

  • Industry / Sub-industry
  • NumberOfEmployees
  • AnnualRevenue
  • Website
  • Description
  • BillingAddress (City, State, Country)
  • Type (Prospect, Customer, Partner)
  • Custom fields (tech stack, funding stage, etc.)

Contact Fields:

  • Title (current role)
  • Phone
  • Department
  • LinkedIn URL

Enrichment Strategy

  • Only update fields that are empty or clearly outdated
  • Never overwrite manually entered notes or custom data
  • Log every change made for audit purposes
  • Flag conflicts where Salesforce data differs from enrichment sources

Output

Enrichment Summary

Accounts Enriched: [count] Fields Updated: [count] Contacts Updated: [count]

Account Updates:

| Account | Field | Previous Value | New Value | Source | |---------|-------|---------------|-----------|--------| | [Acme Corp] | Industry | (empty) | Software | Apollo | | [Acme Corp] | Employees | 50 | 120 | Apollo | | [Beta Inc] | Revenue | (empty) | $5M ARR | Apollo | | [Beta Inc] | Description | (empty) | [summary] | LinkedIn |

Contact Updates:

| Contact | Account | Field | Previous Value | New Value | |---------|---------|-------|---------------|-----------| | [John Doe] | [Acme Corp] | Title | Manager | VP Sales | | [Jane Smith] | [Beta Inc] | Phone | (empty) | +1-555-0123 |

No Changes Needed:

  • [Account]: All fields already up to date

Conflicts Found:

| Account | Field | Salesforce Value | Enrichment Value | Action | |---------|-------|-----------------|------------------|--------| | [Company] | Industry | [Value A] | [Value B] | Review needed |

Example Usage

Try asking:

  • →"Enrich Acme Corp and Beta Inc in Salesforce with Apollo and LinkedIn data"
  • →"Fill in missing industry and employee count for my top 20 accounts"
  • →"Update the Salesforce record for Stripe with the latest company data from Apollo"