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Search People

Search People finds people at a company and lets you create Contacts with one click. It is available on Leads and Accounts.

How it works

  1. The company field prefills the search. Check the term and pick a department if you want one (for example Sales, HR or IT).
  2. Look at the badges: they mark people who already exist as a Contact or an open Lead, so you avoid duplicates.
  3. Press Create to add someone as a Contact. With Auto-Enrich on, a full enrichment starts right after.

Searches can take up to a minute

The people source runs a LinkedIn actor that can be slow on a cold start. Just wait, the spinner keeps running. The Salesforce callout allows up to 120 seconds.

How results are matched

Two filters shape what you see, so the list stays relevant to the company you searched.

Company match

The people source does a fuzzy company match, so it can return people from companies with similar names. The agent filters these out: a result is kept only if its company matches the one you searched.

The match ignores legal-form suffixes but keeps descriptive words. So a search for Aviando GmbH matches Aviando and Aviando GmbH, but not Aviando Professionals AG — that is a different company, not just a different legal form.

Department filter

If you pick a department, results are filtered by keywords in the person's title and headline. For example a Management search keeps titles like Co-Founder, Managing Director or Head of ….

The filter is keyword-based, so a title such as Change Management Consultant also passes a Management search. This is deliberate: the agent prefers to show one extra person rather than hide a real decision-maker. If the department filter would remove everyone, all matches are shown instead.

Not seeing someone you expect?

The source returns a limited number of profiles per search. If a specific person is missing, try again, narrow the department, or search without a department to widen the result set.

Creating contacts

When you press Create:

  • If a matching Contact or Lead already exists, the agent tells you instead of creating a duplicate.
  • Otherwise a Contact is created with the found name, title, email, phone and LinkedIn profile, linked to the related Account where possible.
  • With Auto-Enrich enabled, the new Contact is then fully enriched.

Every Search People is logged as a lightweight EnrichmentRun__c so admins can see how often the feature is used.