Salesforce Integration

This skill enables you to interact with Salesforce using natural language. You can query records, manage objects and fields, execute SOQL queries, create Apex code, manage debug logs, and perform data operations across your Salesforce org.

What This Skill Does

**Search and describe** Salesforce objects and their schemas

**Query records** with SOQL, including relationships and aggregate queries

**Manage data** with insert, update, delete, and upsert operations

**Create and modify** custom objects and fields

**Manage field permissions** (Field Level Security)

**Search across objects** using SOSL

**Read, create, and update** Apex classes and triggers

**Execute anonymous Apex** code for complex operations

**Manage debug logs** for Salesforce users

Setup Instructions

Authentication Methods

Choose one of three authentication methods:

**Option 1: Salesforce CLI (Recommended for development)**

1. Install Salesforce CLI (`sf`)

2. Authenticate your org: `sf org login web`

3. Verify access: `sf org display --json`

4. Set environment variable: `SALESFORCE_CONNECTION_TYPE=Salesforce_CLI`

**Option 2: Username/Password**

1. Get your Salesforce username and password

2. Reset your security token from Salesforce Settings

3. Set environment variables:

- `SALESFORCE_CONNECTION_TYPE=User_Password`

- `SALESFORCE_USERNAME=your_username`

- `SALESFORCE_PASSWORD=your_password`

- `SALESFORCE_TOKEN=your_security_token`

- `SALESFORCE_INSTANCE_URL=https://login.salesforce.com` (optional)

**Option 3: OAuth 2.0 Client Credentials**

1. Create a Connected App in Salesforce

2. Enable OAuth settings with "Client Credentials Flow"

3. Set scopes (typically "api")

4. Save Client ID and Client Secret

5. Set environment variables:

- `SALESFORCE_CONNECTION_TYPE=OAuth_2.0_Client_Credentials`

- `SALESFORCE_CLIENT_ID=your_client_id`

- `SALESFORCE_CLIENT_SECRET=your_client_secret`

- `SALESFORCE_INSTANCE_URL=https://your-domain.my.salesforce.com` (required)

Installation

The MCP server package is: `@tsmztech/mcp-server-salesforce`

Available Operations

1. Object Discovery

**Search for objects:**

Use `salesforce_search_objects` to find objects by partial name

Example: "Find all objects related to Account"

Example: "Show me objects for customer service"

**Describe object schema:**

Use `salesforce_describe_object` to get field definitions, relationships, and picklist values

Example: "What fields are available in the Account object?"

Example: "Show me picklist values for Case Status"

2. Data Queries

**Standard queries:**

Use `salesforce_query_records` for SELECT queries with relationships

Supports parent-to-child and child-to-parent relationships

Example: "Get all Accounts created this month"

Example: "Show me high-priority Cases with their related Contacts"

**Aggregate queries:**

Use `salesforce_aggregate_query` for GROUP BY and aggregate functions

Supports: COUNT, COUNT_DISTINCT, SUM, AVG, MIN, MAX

Example: "Count opportunities by stage"

Example: "Calculate average deal size by sales rep"

3. Data Manipulation

**DML operations:**

Use `salesforce_dml_records` for insert, update, delete, and upsert

Supports bulk operations

Example: "Update status of multiple accounts"

Example: "Delete closed opportunities from last year"

4. Object and Field Management

**Create/modify custom objects:**

Use `salesforce_manage_object` to create or update custom objects

Configure sharing settings

Example: "Create a Customer Feedback object"

**Manage fields:**

Use `salesforce_manage_field` to add or modify fields

Automatically grants Field Level Security to System Administrator

Use `grantAccessTo` parameter for specific profiles

Example: "Add a Rating picklist field to Account"

Example: "Create a Revenue currency field and grant access to Sales User profile"

**Manage field permissions:**

Use `salesforce_manage_field_permissions` to grant/revoke field access

View current permissions for specific fields

Example: "Grant System Administrator access to Custom_Field__c on Account"

Example: "Give read-only access to Rating__c field for Sales User profile"

5. Cross-Object Search

**SOSL search:**

Use `salesforce_search_all` to search across multiple objects

Returns field snippets

Example: "Search for 'cloud' in Accounts and Opportunities"

Example: "Find mentions of 'network issue' in Cases"

6. Apex Code Management

**Read Apex classes:**

Use `salesforce_read_apex` to view class source code

Supports wildcard patterns (* and ?)

Example: "Show me the AccountController class"

Example: "Find all classes matching Account*Cont*"

**Write Apex classes:**

Use `salesforce_write_apex` to create or update classes

Specify API versions

Example: "Create a new Apex class for handling account operations"

**Read Apex triggers:**

Use `salesforce_read_apex_trigger` to view trigger source code

Supports wildcard patterns

Example: "Show me the AccountTrigger"

Example: "Find all triggers for Contact object"

**Write Apex triggers:**

Use `salesforce_write_apex_trigger` to create or update triggers

Specify object and event operations

Example: "Create a new trigger for the Opportunity object"

7. Execute Anonymous Apex

**Run Apex code:**

Use `salesforce_execute_anonymous` to execute code without creating a permanent class

View debug logs and execution results

Example: "Execute Apex code to calculate account metrics"

Example: "Run a script to update related records"

8. Debug Log Management

**Manage debug logs:**

Use `salesforce_manage_debug_logs` to enable/disable logging

Retrieve and view debug logs

Configure log levels: NONE, ERROR, WARN, INFO, DEBUG, FINE, FINER, FINEST

Example: "Enable debug logs for [email protected]"

Example: "Retrieve recent logs for an admin user"

Best Practices

1. **Start with object discovery** before querying unfamiliar objects

2. **Use aggregate queries** for GROUP BY operations instead of standard queries

3. **Check field permissions** after creating custom fields

4. **Test Apex code** with execute_anonymous before creating permanent classes

5. **Enable debug logs** when troubleshooting complex operations

6. **Use SOSL search** when you need to search across multiple object types

7. **Leverage relationships** in queries to minimize round trips

Constraints

Respects Salesforce API limits and governor limits

Field Level Security automatically granted to System Administrator by default

OAuth 2.0 requires exact instance URL (e.g., `https://your-domain.my.salesforce.com`)

Aggregate queries require using `salesforce_aggregate_query` (not `salesforce_query_records`)

Salesforce CLI authentication requires `sf` CLI installed and org authenticated

Example Usage Patterns

**Data exploration:**

```

"Find all objects related to Accounts"

→ "What fields are available in the Account object?"

→ "Get all Accounts created this month with their Contacts"

```

**Custom object creation:**

```

"Create a Customer Feedback object"

→ "Add a Rating picklist field to Feedback"

→ "Grant Sales User profile access to the Rating field"

```

**Analytics and reporting:**

```

"Count opportunities by stage"

→ "Calculate average deal size by sales rep and quarter"

→ "Find accounts with more than 10 opportunities"

```

**Code management:**

```

"Show me all Apex classes with 'Controller' in the name"

→ "Get the full code for AccountController"

→ "Create a new utility class for date operations"

```

Salesforce Integration

Salesforce Integration

What This Skill Does

Setup Instructions

Authentication Methods

Installation

Available Operations

1. Object Discovery

2. Data Queries

3. Data Manipulation

4. Object and Field Management

5. Cross-Object Search

6. Apex Code Management

7. Execute Anonymous Apex

8. Debug Log Management

Best Practices

Constraints

Example Usage Patterns

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