Salesforce FAQs

Question 1

What are the prerequisites for using the Salesforce MCP Server?

Accepted Answer

You need Docker installed and running. You'll also need Salesforce OAuth2 credentials (Client ID, Client Secret, and optionally Username/Password or security token) to connect to your Salesforce instance.

Question 2

What can I do with the Salesforce MCP Server?

Accepted Answer

You can query Salesforce data, explore object schemas, manage debug logs, retrieve picklist values, and much more, all using natural language commands.

Question 3

What is the Salesforce MCP Server?

Accepted Answer

It's a server that allows you to interact with your Salesforce data and metadata using natural language through Claude/VS Code. It uses the Model Context Protocol (MCP).

Question 4

How do I install and configure the Salesforce MCP Server in VS Code?

Accepted Answer

Add the provided JSON block to your VS Code User Settings (JSON) file. This configures the connection settings and allows you to interact with your Salesforce organization. Make sure to update the input values with your Salesforce credentials.

Question 5

Can I use this tool to manage validation rules in Salesforce?

Accepted Answer

Yes, the server includes a tool to retrieve details about validation rules on Salesforce objects, allowing you to easily understand and manage data validation within your organization.

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