Salesforce

About

This server integrates Claude with Salesforce, allowing users to query, modify, and manage Salesforce objects and records using natural language. It facilitates tasks such as object and field management, smart object search, detailed schema information retrieval, flexible data queries, and data manipulation including insert, update, delete, and upsert operations, all through intuitive natural language commands.

Key Features

• Object and Field Management using natural language
• Detailed Schema Information retrieval for any object
• Data Manipulation: Insert, update, delete, and upsert records
• Smart Object Search with partial name matches
• Flexible Data Queries with relationship support and complex filters

Use Cases

• Searching objects related to Accounts or customer service using natural language.
• Querying records with specific criteria, such as accounts created this month or high-priority cases, using natural language.
• Getting schema information, like available fields or picklist values for Salesforce objects, using natural language.