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Salesforce MCP integration

Salesforce

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

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Tools
46
Last update
1 week ago

Category

CRM & Sales

Works with

WhatsAppFacebookInstagramWeb

AI Compatible

ChatGPTClaudeGemini

Tools

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation Return only the translated text without explanations.

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation Return only the translated text without explanations.

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation Return only the translated text without explanations.

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation Return only the translated text without explanations.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Deletes an existing record in an object. See the documentation

Find Records

Retrieves selected fields for some or all records of a selected object. See the documentation Return only the translated text without explanations.

Get Case

Retrieves a case by its ID. See the documentation

Get Knowledge Articles

Get a page of online articles for the given language and category through either search or query. See the documentation Return only the translated text without explanations.

Get Knowledge Data Category Groups

Fetch data category groups visible to the current user. See the documentation

Get Record by ID

Retrieves a record by its ID. See the documentation

Get User

Retrieves a user by their ID. See the documentation Return only the translated text without explanations.

Insert Blob Data

Inserts blob data in Salesforce standard objects. See the documentation

List Case Comments

Lists all comments for a case. See the documentation Return only the translated text without explanations.

List Email Messages

Lists all email messages for a case. See the documentation Return only the translated text without explanations.

List Email Templates

Lists all email templates. See the documentation

List Knowledge Articles

Lists all knowledge articles. See the documentation

List Object Fields

Lists all fields for a given object type. See the documentation

Post a Message to Chatter Feed

Post a feed item in Chatter. See the documentation

Search Object Records

Searches for records in an object using a parameterized search. See the documentation

Send Email

Sends an email. See the documentation

SOQL Query (Object Query) Return only the translated text without explanations.

Executes a Salesforce Object Query Language (SOQL) query-based, SQL-like search.

SOSL Search (Object Search) Return only the translated text without explanations.

Executes a Salesforce Object Search Language (SOSL) text-based search query.

Update Account

Updates a Salesforce account. See the documentation

Update Accounts (Batch)

Update multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Update Contact

Updates a contact. See the documentation

Update Email Template

Updates an email template. See the documentation

Update Opportunities (Batch)

Update multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Update Opportunity

Updates an opportunity. See the documentation

Update Record

Update fields of a record. See the documentation

Upsert Record

Create or update a record of a given object. See the documentation