Question 1

What can I do with the Salesforce MCP?

Accepted Answer

The Salesforce MCP provides comprehensive CRM access. Key capabilities include:

SOQL Queries: Run custom queries to retrieve any data from Salesforce

Record Management: Create, read, update, and delete records in any object

Object Discovery: List all objects and get detailed field metadata

Search: Use SOSL to search across multiple objects at once

Reports: List and run Salesforce reports programmatically

User Context: Access information about the authenticated user

Perfect for sales automation, CRM data access, and business intelligence.

Question 2

What security considerations should I be aware of?

Accepted Answer

The Salesforce MCP is a managed MCP hosted by Webrix with Salesforce security: OAuth Authentication: Connect securely through Salesforce's OAuth 2.0 flow Connected App: Uses a Salesforce Connected App with defined scopes Profile Permissions: Access respects your Salesforce profile and sharing rules Field-Level Security: Only fields your user can access are available Audit Trail: All API calls are logged in Salesforce Best practices: Use a dedicated integration user, grant minimum necessary permissions, and review Connected App access regularly.

Question 3

How do I get started with the Salesforce MCP?

Accepted Answer

Getting started with the Salesforce MCP: 1. Connect your org: Authenticate via Salesforce OAuth 2. Grant permissions: Approve access to your Salesforce data 3. Start querying: Ask your AI assistant to query or manage records Example prompts: "Query all Opportunities closing this month" "Get the Account record for ID 001xxx" "Create a new Lead with name John Smith" "Describe the Contact object fields" "Search for 'Acme' across Accounts and Contacts" "Run the Q4 Pipeline report"

Salesforce

Tools

About This Integration

What can I do with the Salesforce MCP?

What security considerations should I be aware of?

How do I get started with the Salesforce MCP?

Supercharge This MCP with Webrix