# Salesforce MCP Integration

> Plataforma de gestión de relaciones con clientes (CRM) basada en la nube que ayuda a las empresas a gestionar ventas, marketing, soporte al cliente y otras actividades comerciales, con el objetivo final de mejorar las relaciones con los clientes y optimizar las operaciones.

## Overview

| Property | Value |
|----------|-------|
| Category | CRM & Ventas |
| Type | PIPEDREAM |
| Tools | 59 |
| URL | https://jelou.ai/pt-br/marketplace/salesforce_rest_api |

## Available Tools (59)

### Agregar contacto a la campaña

Agrega un contacto existente a una campaña existente. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)

### Agregar Lead a la Campaña

Agrega un cliente potencial existente a una campaña existente. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)

### Convertir un objeto XML de SOAP a JSON

Convierte un objeto XML SOAP recibido de Salesforce a JSON.

### Crear Cuenta

Crea una cuenta de Salesforce. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)

### Crear cuentas (por lotes)

Devuelve solo el texto traducido sin explicaciones.

Crear múltiples cuentas en Salesforce usando Bulk API 2.0. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)

Devuelve solo el texto traducido sin explicaciones.

### Crear adjunto

Crea un Attachment en un objeto padre. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)

Devuelve solo el texto traducido sin explicaciones.

### Crear campaña

Crea una campaña de marketing. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_campaign.htm)

### Crear Caso

Crea un caso, que representa un problema o incidencia del cliente. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm)

### Crear comentario de caso

Crea un Comentario de Caso en un Caso seleccionado. [Consulte la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_casecomment.htm)

### Crear contacto

Crea un contacto. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm)

### Crear Nota de Contenido

Crea una nota de contenido. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm) y [Configurar Notas](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5).

### Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label.

**Common required fields:**
- Account: `Name`
- Contact: `LastName`
- Lead: `LastName`, `Company`
- Opportunity: `Name`, `StageName`, `CloseDate`
- Case: `Subject`
- Task: `Subject`
- Event: `Subject`, `StartDateTime`, `EndDateTime`

To add a Contact/Lead to a Campaign, create a CampaignMember: `{"CampaignId": "701xxx", "ContactId": "003xxx"}` or `{"CampaignId": "701xxx", "LeadId": "00Qxxx"}`.

### Crear Evento

Crea un evento. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_event.htm)

### Crear cliente potencial

Crea un Lead. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_lead.htm)

### Crear Nota

Crea una nota. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_note.htm)

### Crear Oportunidades (Por Lotes)
Devuelve solo el texto traducido sin explicaciones.

Crear múltiples oportunidades en Salesforce usando Bulk API 2.0. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)

### Crear Oportunidad

Crea una oportunidad. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm)

### Crear Registro

Crear un registro de un objeto dado. [Consulte la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm)

### Crear Tarea

Crea una tarea. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_task.htm)

### Crear usuario

Crea un usuario de Salesforce. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_user.htm)

### Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

### Delete Note Or Content Note

Delete a note or content note from a Salesforce record. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_sobject_retrieve_delete.htm)

### Eliminar Oportunidad

Elimina una oportunidad. [Consulte la documentación](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_delete_record.htm)

### Eliminar registro

Elimina un registro existente en un objeto. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_sobject_retrieve_delete.htm)

### Describe Object

Get field metadata for a Salesforce object type, including field names, types, required status, and picklist values. Use before **Create Record** or **Update Record** to discover available fields and valid picklist values. For picklist fields (like `StageName` on Opportunity, `Status` on Case), this returns all valid values — use the API value, not the display label. Use the `fieldsFilter` parameter to narrow results — full object descriptions can be very large (100+ fields). Use **List Objects** if you're unsure of the object's API name.

### Buscar registros

Obtiene campos seleccionados para algunos o todos los registros de un objeto seleccionado. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)

### Obtener Caso

Obtiene un caso por su ID. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)

### Get Current User

Returns the authenticated Salesforce user's ID, name, email, and organization ID. Call this first when the user says 'my leads', 'my opportunities', 'my cases', or any first-person query. Use `user_id` as the OwnerId filter in **SOQL Search** (e.g. `WHERE OwnerId = '{user_id}'`) and `organization_id` to construct Salesforce UI URLs. [See the documentation](https://help.salesforce.com/s/articleView?id=sf.remoteaccess_using_userinfo_endpoint.htm).

### Obtener Artículos de Conocimiento

Obtenga una página de artículos en línea para el idioma y la categoría dados mediante búsqueda o consulta. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.knowledge_dev.meta/knowledge_dev/sforce_api_rest_retrieve_article_list.htm)

### Obtener Grupos de Categorías de Datos de Conocimiento

Obtenga los grupos de categorías de datos visibles para el usuario actual. 
[Consulte la documentación](https://developer.salesforce.com/docs/atlas.en-us.knowledge_dev.meta/knowledge_dev/resources_knowledge_support_dcgroups.htm)

### Obtener registro por ID

Obtiene un registro por su ID. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)

### Get Related Records

Get child records related to a parent Salesforce record via a relationship. Use to traverse relationships without writing SOQL joins. Common relationships: Account → Contacts, Opportunities, Cases, Tasks; Contact → Cases, Opportunities, Tasks; Opportunity → OpportunityLineItems, Tasks. Use **Describe Object** to discover available relationship names if unsure (look for `relationshipName` on reference fields).

### Obtener usuario

Obtiene un usuario por su ID. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)

### Get User Info

Get the current authenticated Salesforce user's identity, including user ID, email, org ID, and instance URL. **Must be called before any query that uses first-person language ('my', 'I', 'me').** The `userId` can be used as an `OwnerId` filter in SOQL queries (e.g. `WHERE OwnerId = '{userId}'`). The `instanceUrl` is needed to construct clickable links to Salesforce records: `{instanceUrl}/lightning/r/{objectType}/{recordId}/view`.

### Insertar datos BLOB

Inserta datos BLOB en objetos estándar de Salesforce. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_insert_update_blob.htm)

### Listar comentarios del caso

Lista todos los comentarios de un caso. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)

Devuelva solo el texto traducido sin explicaciones.

### Listar Mensajes de Correo Electrónico

Lista todos los mensajes de correo electrónico de un caso. [Consulte la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)

### Listar Plantillas de Correo Electrónico

Lista todas las plantillas de correo electrónico. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_emailtemplate.htm)

### Listar Artículos de la Base de Conocimiento

Lista todos los artículos de conocimiento. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_knowledgearticle.htm)

### Listar campos del objeto

Enumera todos los campos para un tipo de objeto dado. [Consulte la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_describe.htm)

### List Objects

List available Salesforce object types (SObjects) in the org. Use when the user references an object type you're not sure about, or to discover custom objects. Custom objects end in `__c`. Standard CRM objects: Account, Contact, Lead, Opportunity, Case, Task, Event, Campaign, User. Use **Describe Object** to get field details for a specific object type.

### Publicar un mensaje en el feed de Chatter

Publica un elemento del feed en Chatter. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference_post_feed_item.htm)

### Buscar Registros de Objetos

Realiza búsquedas de registros en un objeto utilizando una búsqueda parametrizada. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_search_parameterized_get.htm)

Devuelva solo el texto traducido sin explicaciones.

### Enviar correo electrónico

Envía un correo electrónico. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_email_simple.htm)

### SOQL Query

Execute a SOQL query against Salesforce. This is the **primary tool for querying Salesforce data** — use for all structured queries. For free-text search across multiple objects, use **Text Search** instead.

**When the user uses first-person language ('my', 'I', 'me'),** filter by `OwnerId` using the `userId` from **Get User Info**. Use **Describe Object** to discover field names and picklist values before querying non-obvious fields.

**SOQL syntax reference:**
- Basic: `SELECT Id, Name, Email FROM Contact WHERE AccountId = '001xxx'`
- Operators: `=`, `!=`, `>`, `<`, `>=`, `<=`, `LIKE '%text%'`, `IN ('a','b')`, `NOT IN`
- Date literals: `TODAY`, `THIS_MONTH`, `LAST_N_DAYS:30`, `THIS_QUARTER`, `LAST_QUARTER`, `THIS_YEAR`
- NULL checks: `WHERE Email != null`
- Aggregates: `SELECT StageName, COUNT(Id) c, SUM(Amount) s FROM Opportunity GROUP BY StageName`
- **SOQL does NOT support the `AS` keyword** — write `COUNT(Id) c`, not `COUNT(Id) AS c`
- **Reserved words cannot be aliases** — `count`, `sum`, `avg` are reserved. Use short aliases like `c`, `s`, `a`
- **Cannot ORDER BY alias** — repeat the aggregate: `ORDER BY COUNT(Id) DESC`, not `ORDER BY c DESC`
- Parent relationship: `SELECT Name, Account.Name FROM Contact`
- Child subquery: `SELECT Name, (SELECT Name FROM Contacts) FROM Account`
- Sorting/limits: `ORDER BY CreatedDate DESC LIMIT 10`

**Always include `Id` in SELECT.** Include a clickable Salesforce link for every record using the format `{instanceUrl}/lightning/r/{objectType}/{Id}/view` (get `instanceUrl` from **Get User Info**).

### Consulta SOQL (Consulta de objeto)

Devuelva solo el texto traducido sin explicaciones.

Ejecuta una búsqueda basada en [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_examples.htm) con formato similar a SQL.

### Búsqueda SOSL (Búsqueda de objetos)

Ejecuta una consulta de búsqueda basada en texto de [Salesforce Object Search Language (SOSL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_examples.htm).

### Text Search

Search Salesforce records by keyword across multiple object types simultaneously. Use for free-text search when the user mentions a name, term, or keyword without specifying an object type. Use **SOQL Query** instead for structured queries on a single object type with specific conditions. Results are grouped by object type.

### Actualizar cuenta

Actualiza una cuenta de Salesforce. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)

### Actualizar Cuentas (Por Lotes)

Actualiza varias cuentas en Salesforce utilizando Bulk API 2.0. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)

### Actualizar Contacto

Actualiza un contacto. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm)

### Update Content Note

Updates an enhanced Salesforce content note, which can include formatted text and is part of Salesforce Files. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm) and [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5).

### Update Record

Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged. Use **Describe Object** for valid field names and picklist values. Use **SOQL Query** to find the record ID if you only have the name.

### Actualizar plantilla de correo electrónico

Actualiza una plantilla de correo electrónico. [Consulta la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)

### Update Note

Updates a classic Salesforce note, which can contain up to 32 KB of text and is associated with a parent record. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_note.htm)

### Actualización de Oportunidades (Lote)

Actualice varias oportunidades en Salesforce utilizando Bulk API 2.0. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)

### Actualizar Oportunidad

Actualiza una oportunidad. [Consulte la documentación](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm)

### Actualizar registro

Actualice los campos de un registro. [Consulte la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)

### Crear o actualizar registro

Crear o actualizar un registro de un objeto dado. [Ver la documentación](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_upsert.htm)

## Supported Channels

This integration works with:
- WhatsApp Business API
- Facebook Messenger
- Instagram Direct Messages
- Web Chat Widget

## AI Assistants Compatible

- ChatGPT (via MCP)
- Claude (via MCP)
- Gemini (via MCP)
- Custom AI Agents

## Quick Start

1. Sign up at https://apps.jelou.ai/signup
2. Navigate to Marketplace and add Salesforce
3. Authenticate your Salesforce account
4. Configure your messaging channels (WhatsApp, Facebook, etc.)
5. Copy the MCP server URL to your AI assistant

## Example Use Cases

- Automate customer inquiries using Salesforce data
- Send notifications via WhatsApp when Salesforce events occur
- Query Salesforce data directly from ChatGPT or Claude
- Build AI agents that interact with Salesforce

## Resources

- [All Integrations](https://jelou.ai/pt-br/marketplace)
- [Full Documentation](https://jelou.ai/llms-full.txt)
- [API Docs](https://docs.jelou.ai)
- [Help Center](https://help.jelou.ai)