Salesforce FAQs

Question 1

What is the Salesforce MCP Server?

Accepted Answer

It's a Model Context Protocol (MCP) server that allows AI agents to securely access and interact with Salesforce data using natural language. This allows users to search, query, read, and even update Salesforce records through an AI interface.

Question 2

How do I enable write operations in the Salesforce MCP Server?

Accepted Answer

By default, the server starts in read-only mode. To enable write operations, you need to set the `SALESFORCE_READ_ONLY_MODE` environment variable to `false` and restart the server and Claude Desktop.

Question 3

What are some typical use cases for this tool?

Accepted Answer

Sales teams can use it for pipeline management and account research, marketing teams for campaign analysis, and executive teams for revenue forecasting and performance monitoring, all through natural language interactions with an AI agent.

Question 4

How does the Salesforce MCP Server ensure data security?

Accepted Answer

The server prioritizes security with OAuth 2.0 authentication, starts in read-only mode by default, and offers configurable write access. This allows for safe testing and controlled modifications to Salesforce data.

Question 5

What Salesforce objects are supported by the Salesforce MCP Server?

Accepted Answer

The server supports common Salesforce objects like Accounts, Contacts, Leads, Opportunities, Cases, and Activities, making it versatile for various business use cases.

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