# Gradient Works Docs

## Latest

- [Welcome](https://docs.gradient.works/kb/readme.md): Dynamic book management software for B2B sales teams
- [Salesforce Package](https://docs.gradient.works/kb/salesforce-package.md)
- [Overview](https://docs.gradient.works/kb/account-research/overview.md): Use AI-powered research to help your team identify and prioritize high-potential accounts.
- [Features](https://docs.gradient.works/kb/account-research/overview/features.md)
- [Market Map](https://docs.gradient.works/kb/account-research/market-map.md)
- [Account Import](https://docs.gradient.works/kb/account-research/market-map/crm-export.md): Get started with Market Map AI by providing account data from your CRM or other file.
- [Salesforce](https://docs.gradient.works/kb/account-research/market-map/crm-export/salesforce.md): Get started with Market Map using account data from Salesforce.
- [HubSpot](https://docs.gradient.works/kb/account-research/market-map/crm-export/hubspot.md): Get started with Market Map AI using company data from HubSpot.
- [Salesforce Integration](https://docs.gradient.works/kb/account-research/market-map/salesforce-integration.md)
- [How to Install Similar Accounts Component](https://docs.gradient.works/kb/account-research/market-map/salesforce-integration/how-to-install-similar-accounts-component.md): Use the following steps to install the similar accounts component to your salesforce instance and enable your reps prospect to similar accounts.
- [CRM Export](https://docs.gradient.works/kb/account-research/market-map/crm-import.md): Use AI Market Map data to enrich your CRM data
- [Salesforce](https://docs.gradient.works/kb/account-research/market-map/crm-import/salesforce.md): Enrich your Salesforce with AI Market Map data
- [HubSpot](https://docs.gradient.works/kb/account-research/market-map/crm-import/hubspot.md): Enrich your HubSpot CRM with AI Market Map data
- [FAQs](https://docs.gradient.works/kb/account-research/market-map/faqs.md)
- [Attributes in Market Map](https://docs.gradient.works/kb/account-research/market-map/faqs/attributes-in-market-map.md): How to use attributes in Market Map
- [AI Researcher](https://docs.gradient.works/kb/account-research/ai-researcher.md): Description and Use Cases
- [How to create & configure an AI Researcher](https://docs.gradient.works/kb/account-research/ai-researcher/how-to-create-and-configure-an-ai-researcher.md)
- [Writing effective prompts](https://docs.gradient.works/kb/account-research/ai-researcher/writing-effective-prompts.md)
- [Prompt examples](https://docs.gradient.works/kb/account-research/ai-researcher/prompt-examples.md)
- [Managed AI Researcher](https://docs.gradient.works/kb/account-research/ai-researcher/managed-ai-researcher.md)
- [Lookalikes](https://docs.gradient.works/kb/account-research/lookalikes.md): Find new accounts similar to a set of reference accounts and fill gaps in your TAM.
- [Credits](https://docs.gradient.works/kb/account-research/credits.md): This guide provides a comprehensive overview of our credit system and subscription tiers to help you maximize your Account Research capabilities.
- [Overview](https://docs.gradient.works/kb/bookbuilder/overview.md): Bookbuilder enables dynamic books for reps
- [Enroll Accounts](https://docs.gradient.works/kb/bookbuilder/enroll-accounts.md): Specify which accounts to manage with Bookbuilder
- [Target Books](https://docs.gradient.works/kb/bookbuilder/target-books.md): Define which accounts reps should work and how many of them
- [Target Book Report](https://docs.gradient.works/kb/bookbuilder/target-books/target-book-report.md): View rep account allocations, rep capacity and account supply
- [Edit Reps](https://docs.gradient.works/kb/bookbuilder/target-books/edit-reps.md): Assign sales reps to specific target books
- [Transfer Accounts](https://docs.gradient.works/kb/bookbuilder/transfer-accounts.md): Use Bookbuilder to manage account ownership
- [Concepts](https://docs.gradient.works/kb/bookbuilder/transfer-accounts/concepts.md): Core concepts used to configure both distributions and retrievals
- [Account Pool](https://docs.gradient.works/kb/bookbuilder/transfer-accounts/account-pool.md): Where unassigned accounts live in a dynamic books system
- [Distributions](https://docs.gradient.works/kb/bookbuilder/transfer-accounts/distributions.md): Mass transfer accounts to reps that match their target books
- [Retrievals](https://docs.gradient.works/kb/bookbuilder/transfer-accounts/retrievals.md): Transfer accounts from reps to a holding user or other reps
- [Returns](https://docs.gradient.works/kb/bookbuilder/transfer-accounts/returns.md): Allow reps to return an account to the pool in exchange for a new one
- [Templates](https://docs.gradient.works/kb/bookbuilder/transfer-accounts/templates.md): Save time with reusable configurations for distributions and retrievals
- [Scheduling](https://docs.gradient.works/kb/bookbuilder/transfer-accounts/scheduling.md): Put distributions and retrievals on autopilot with scheduling
- [Troubleshooting](https://docs.gradient.works/kb/bookbuilder/transfer-accounts/troubleshooting.md): What to do if you see retrieval or distribution errors
- [How-to Guides](https://docs.gradient.works/kb/bookbuilder/how-to-guides.md)
- [How to Rank Accounts for Distributions and Retrievals](https://docs.gradient.works/kb/bookbuilder/how-to-guides/rank-accounts-for-distributions-and-retrievals.md): Balance account allocation by ordering distributions and retrievals
- [How to Use the "Is In" Operator](https://docs.gradient.works/kb/bookbuilder/how-to-guides/use-the-is-in-operator.md): Check if the value of a field is contained in a list of values
- [Account Coverage](https://docs.gradient.works/kb/bookbuilder/account-coverage.md)
- [Market Coverage](https://docs.gradient.works/kb/bookbuilder/account-coverage/market-coverage.md)
- [Overview](https://docs.gradient.works/kb/analytics/overview.md)
- [Pipeline Overview](https://docs.gradient.works/kb/analytics/pipeline-overview.md)
- [Reps Report](https://docs.gradient.works/kb/analytics/reps-report.md)
- [Rep Detail Report](https://docs.gradient.works/kb/analytics/reps-report/rep-detail-report.md)
- [Coverage Reports](https://docs.gradient.works/kb/analytics/account-coverage.md): Pipeline starts with account coverage.
- [Manager View](https://docs.gradient.works/kb/analytics/manager-view.md): The new Manager View in Bookbuilder provides limited access to Bookbuilder reporting for sales managers.
- [Working Activities](https://docs.gradient.works/kb/analytics/working-activities.md): Define which Salesforce tasks and events represent rep engagement
- [Activity Thresholds](https://docs.gradient.works/kb/analytics/activity-thresholds.md)
- [Overview](https://docs.gradient.works/kb/carve/overview.md)
- [Account Data](https://docs.gradient.works/kb/carve/account-data.md)
- [Scenarios](https://docs.gradient.works/kb/carve/scenarios.md)
- [Overview](https://docs.gradient.works/kb/routing/overview.md): Match, route, assign and take action on any Salesforce record
- [Dashboard](https://docs.gradient.works/kb/routing/dashboard.md)
- [Round Robin Queues](https://docs.gradient.works/kb/routing/queues.md): Configure groups of users for round robin assignment
- [Create Queues](https://docs.gradient.works/kb/routing/queues/setting-up-gradient-works-queues.md)
- [User Availability Status](https://docs.gradient.works/kb/routing/queues/user-availability-status.md): Temporarily exclude users from assignment if they're out of the office
- [User Working Hours](https://docs.gradient.works/kb/routing/queues/user-working-hours.md): Only assign to users during specific hours
- [Users](https://docs.gradient.works/kb/routing/users.md)
- [Capacity Meters](https://docs.gradient.works/kb/routing/capacity_meters.md)
- [Lead and Account Matching](https://docs.gradient.works/kb/routing/matching.md): Maintain data hygiene with configurable matching automation
- [Automation](https://docs.gradient.works/kb/routing/automation.md): Build powerful automations powered by Salesforce Flow and our ABK
- [Automation Executions](https://docs.gradient.works/kb/routing/automation/automation-executions.md): Find out what happened during a particular automation run
- [Log Entries](https://docs.gradient.works/kb/routing/automation/log-entries.md): Troubleshoot automation issues with log entries
- [Getting Started](https://docs.gradient.works/kb/automation-builder-kit-abk/getting-started.md): Build powerful routing and assignment automations in Salesforce Flow
- [Actions](https://docs.gradient.works/kb/automation-builder-kit-abk/actions.md)
- [Assignment](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/assignment.md)
- [Directly Assign Items](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/assignment/directassignsingleitemaction.md): Assign a record or records to a specific user or Salesforce native queue.
- [Round Robin Assign Single Item](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/assignment/assignsingleitemaction.md): Assign a single item to a user via a round robin queue
- [Round Robin Assign Multiple Items](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/assignment/assignmultiitemaction.md): Assign a records to a users via a round robin queue
- [Schedule and Assign Single Item](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/assignment/assignandschedulesingleitemaction.md): Assign a record and book a meeting on a user's calendar
- [Dynamic Books](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/dynamic-books.md)
- [Retrieval](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/dynamic-books/retrievalaction.md): Automate retrieving accounts from rep books.
- [Flow Lifecycle](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/flow-lifecycle.md): Trace and debug your automations with these actions
- [Execute Subflow](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/flow-lifecycle/gwfxexecutesubflowaction.md): Like the built-in Subflow element but better.
- [Failed](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/flow-lifecycle/failedflowaction.md): Trace when a Flow has failed
- [Finish](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/flow-lifecycle/finishflowaction.md): Trace when a Flow has finished execution
- [Resume](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/flow-lifecycle/resumeflowaction.md): Resume Flow tracing across transactions
- [Start](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/flow-lifecycle/startflowaction.md): Start tracing Flow execution
- [Leads](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/leads.md)
- [Convert Lead](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/leads/convertleadaction.md): Converts a Lead with the same logic used in the Salesforce UI
- [Convert Multiple Leads](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/leads/multiconvertleadaction.md): Bulk convert multiple Leads at once
- [Logs](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/logging.md)
- [Log Message](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/logging/logaction.md): Publish a message to the log for debugging purposes
- [Matching](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/matching.md): Keep your Salesforce data clean with powerful matching actions
- [Match Account to Account](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/matching/matchaccounttoaccountaction.md): Intelligently match an Account record to another Account record
- [Match Lead to Account](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/matching/matchleadtoaccountaction.md): Match Lead records to Account records based on configurable criteria
- [Match Lead to Contact](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/matching/matchleadtocontactaction.md): Match Lead record to Contact records based on configurable criteria
- [Match Lead to Lead](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/matching/matchleadtoleadaction.md): Match Lead records to other Lead records based on configurable criteria
- [Next Steps](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/next-steps.md)
- [Add Person to Campaign](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/next-steps/addprospecttocampaignaction.md): Assign a Lead or Contact to a Campaign
- [Add Person to Sales Engagement Cadence](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/next-steps/addprospecttocadenceaction.md): Enroll a Lead or Contact into a Salesloft cadence or Outreach sequence
- [Check Person Enrollment in Cadence](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/next-steps/prospectenrollmentincadenceaction.md): Check if a Lead or Contact is in a Salesloft cadence or Outreach sequence
- [Create Task](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/next-steps/createtaskaction.md): Create and assign Tasks to users
- [Send Single Assignment Email](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/next-steps/sendsingleemailnotificationaction.md): Send an email alert to someone after assigning a record to them
- [Send Slack Message](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/next-steps/sendchatnotificationaction.md): Sends a message to a Slack channel or as a direct message
- [Users](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/users.md)
- [Get Used Capacity](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/users/getusedcapacityaction.md): Use user capacity calculations in decision logic
- [Update Capacity](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/users/updatequeueusercapacityaction.md): Update capacity values on users associated with a Queue
- [Update Weight](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/users/updatequeueuserweightaction.md): Update the weight values on users associated with a Queue
- [Utils](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/utils.md)
- [Evaluate Domain against Denylist](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/utils/gwfxevaluatedomainaction.md): Check if a domain is in the deny list
- [Advanced](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced.md)
- [Build Record Map from Lookup](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/gwfxbuildrecordmapfromlookupaction.md)
- [Build Record Map from Field](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/gwfxbuildrecordmapfromfieldaction.md)
- [Build Text Collection from Field](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/gwfxbuildtextcollectionfromfieldaction.md): Build a text collection from field values in a record collection
- [Convert ItemAssigned to Assignment](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/converteventtoassignmentaction.md)
- [Execute SOQL](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/gwfxexecutesoqlqueryaction.md): Execute a custom SOQL query and use the results in Flow
- [Get Record from Record Map](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/gwfxrecordmapgetaction.md)
- [Assign Pending Items for Multiple Queues](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/assignpendingmultiqueueaction.md)
- [Assign Pending Items for Single Queue](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/assignpendingsinglequeueaction.md)
- [Enqueue Multiple Items](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/enqueueaction.md)
- [Enqueue Single Item](https://docs.gradient.works/kb/automation-builder-kit-abk/actions/advanced/enqueueoneaction.md)
- [Models](https://docs.gradient.works/kb/automation-builder-kit-abk/models.md)
- [AccountMatchResult](https://docs.gradient.works/kb/automation-builder-kit-abk/models/accountmatchresult.md)
- [AccountToAccountMatch](https://docs.gradient.works/kb/automation-builder-kit-abk/models/accounttoaccountmatch.md)
- [Assignment](https://docs.gradient.works/kb/automation-builder-kit-abk/models/assignment.md)
- [ConvertLeadRequest](https://docs.gradient.works/kb/automation-builder-kit-abk/models/convertleadrequest.md)
- [ConvertLeadResult](https://docs.gradient.works/kb/automation-builder-kit-abk/models/convertleadresult.md)
- [DomainEvaluationResult](https://docs.gradient.works/kb/automation-builder-kit-abk/models/domainevaluationresult.md)
- [GenericSObject](https://docs.gradient.works/kb/automation-builder-kit-abk/models/genericsobject.md)
- [LeadToAccountMatch](https://docs.gradient.works/kb/automation-builder-kit-abk/models/leadtoaccountmatch.md)
- [LeadToContactMatch](https://docs.gradient.works/kb/automation-builder-kit-abk/models/leadtocontactmatch.md)
- [LeadToLeadMatch](https://docs.gradient.works/kb/automation-builder-kit-abk/models/leadtoleadmatch.md)
- [QueueUserWeight](https://docs.gradient.works/kb/automation-builder-kit-abk/models/queueuserweight.md)
- [RecordMap](https://docs.gradient.works/kb/automation-builder-kit-abk/models/recordmap.md)
- [Getting Started](https://docs.gradient.works/kb/integrations/getting-started.md): Gradient Works works with the tools you use to work
- [Slack](https://docs.gradient.works/kb/integrations/slack.md): Send messages and DMs from your automations
- [Google Workspace](https://docs.gradient.works/kb/integrations/google-workspace.md): Schedule meetings using Google Calendar
- [Microsoft 365](https://docs.gradient.works/kb/integrations/microsoft-365.md): Schedule meetings using Microsoft 365 calendar
- [Salesloft](https://docs.gradient.works/kb/integrations/salesloft.md): Automate prospect enrollment in Salesloft cadences
- [Outreach](https://docs.gradient.works/kb/integrations/outreach.md): Automate prospect enrollment in Outreach sequences
- [MCP Overview](https://docs.gradient.works/kb/mcp/overview.md): Connect Gradient Works to your AI tools and agents using the MCP.
- [What you can do with the MCP](https://docs.gradient.works/kb/mcp/prompt-library.md): A copy-paste prompt library for the Gradient Works MCP
- [API Keys & Connections](https://docs.gradient.works/kb/mcp/api-keys.md): Create and manage API keys and MCP connections for your Gradient Works account
- [Setup: Claude (Desktop, Web, or CLI)](https://docs.gradient.works/kb/mcp/setup_claude.md): Connect the Gradient Works MCP server to Claude Desktop, Web, or CLI
- [Setup: ChatGPT or Codex](https://docs.gradient.works/kb/mcp/setup_chatgpt.md): Connect the Gradient Works MCP server to ChatGPT Web or Codex Desktop
- [Flow Tools](https://docs.gradient.works/kb/mcp/flow-tools.md): Read and edit Salesforce flows using the Gradient Works MCP and agent plugin
- [Getting Started](https://docs.gradient.works/kb/self-service-account/getting-started.md)
- [Salesforce Permissions](https://docs.gradient.works/kb/advanced/salesforce-permissions.md): Limit access to certain Gradient Works functionality using permission sets
- [Changelog](https://docs.gradient.works/kb/miscellaneous/changelog.md): Keep track of what's new from Gradient Works
- [Updating Salesforce package](https://docs.gradient.works/kb/miscellaneous/updating-salesforce-package.md)
- [Platform Authentication](https://docs.gradient.works/kb/miscellaneous/platform-authentication.md)