S

Salesforce MCP

The Salesforce MCP Server is a platform that integrates Claude/VS Code with Salesforce, supporting interaction with Salesforce data and metadata through natural language, including functions such as querying, modifying, and managing object records.
2 points
16

What is the Salesforce MCP Server?

The Salesforce MCP Server is a powerful tool that allows you to interact with Salesforce objects and records using everyday language. Whether it's querying, modifying, or managing data, it can be easily accomplished.

How to use the Salesforce MCP Server?

First, make sure Docker is installed and the official image is pulled. Then, configure your Salesforce credentials according to the setup guide, and you can start using it.

Applicable Scenarios

Suitable for developers, business analysts who need to efficiently manage Salesforce data, and any team that wants to simplify processes.

Main Features

Smart Object SearchFind standard and custom objects by partial name matching.
Detailed Schema InformationGet comprehensive field and relationship details of a specific object.
Flexible Data QueriesSupport record queries with complex filtering conditions and relationships.
Retrieve All Picklist ValuesRetrieve all possible values of any picklist field.
Relationship ExplorationAnalyze the parent - child relationships between objects.
Debug Log ManagementConfigure and retrieve user debug logs.
Validation Rules ManagementGet details of validation rules on an object.

Advantages and Limitations

Advantages
Supports natural language interaction, reducing the learning cost.
Quick access to Salesforce metadata and data.
Flexible query functions meet diverse needs.
Limitations
Requires a Docker environment to be installed.
May have limitations in query performance for large - scale data.
Depends on valid Salesforce credentials.

How to Use

Install Docker
Make sure Docker is installed and running in your local environment.
Pull the Image
Pull the official image from Docker Hub.
Configure Credentials
Enter your Salesforce client ID, secret, username, and password.

Usage Examples

Search for all objects related to accountsFind all objects related to accounts through a simple natural language query.
Get all fields of the Account objectGet all fields and their attributes of the Account object.

Frequently Asked Questions

Do I need programming knowledge to use this tool?
How to solve the problem that debug logs cannot be generated?

Related Resources

Salesforce MCP Official Documentation
Learn in detail how to configure and use the MCP server.
GitHub Repository
View the project source code and submit issues.
Installation
Copy the following command to your Client for configuration
Note: Your key is sensitive information, do not share it with anyone.
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