Overview
what is Salesforce MCP Server?
Salesforce MCP Server is an implementation of the Model Context Protocol (MCP) that integrates Claude with Salesforce, allowing users to interact with Salesforce data and metadata using natural language.
how to use Salesforce MCP Server?
To use the Salesforce MCP Server, install it via npm and configure your Salesforce credentials. You can then use natural language commands to manage Salesforce objects and records.
key features of Salesforce MCP Server?
- Object and Field Management: Create and modify custom objects and fields using natural language.
- Smart Object Search: Find Salesforce objects using partial name matches.
- Detailed Schema Information: Get comprehensive field and relationship details for any object.
- Flexible Data Queries: Query records with relationship support and complex filters.
- Data Manipulation: Insert, update, delete, and upsert records with ease.
- Cross-Object Search: Search across multiple objects using SOSL.
- Intuitive Error Handling: Clear feedback with Salesforce-specific error details.
use cases of Salesforce MCP Server?
- Managing Salesforce objects and fields through natural language.
- Querying Salesforce records with complex relationships.
- Searching for objects and fields efficiently.
FAQ from Salesforce MCP Server?
- Can I use natural language for all Salesforce operations?
Yes! The server allows natural language commands for various operations.
- Is there a specific installation process?
Yes! You can install it using npm and set up your Salesforce credentials.
- What kind of queries can I perform?
You can perform flexible data queries, including complex filters and relationship queries.
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