Connect Your AI Agent with Salesforce for Slack

Integrate Salesforce MCP server into your Slack workspace for instant access to your AI agent.

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Salesforce
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.

Categories

CRM

Available Tools

Tools that your AI agent can use through this MCP server to interact with Salesforce

Upsert Record

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

Update Record

Update fields of a record. See the documentation

Update Opportunity

Updates an opportunity. See the documentation

Update Contact

Updates a contact. See the documentation

Update Account

Updates a Salesforce account. See the documentation

Create User

Creates a Salesforce user. See the documentation

Create Task

Creates a task. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Note

Creates a note. See the documentation

Create Lead

Creates a lead. See the documentation

Create Event

Creates an event. See the documentation

Create Content Note

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

Create Contact

Creates a contact. See the documentation

Create Case Comment

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

Create Case

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

Create Campaign

Creates a marketing campaign. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Account

Creates a Salesforce account. See the documentation

SOSL Search (Object Search)

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

SOQL Query (Object Query)

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

Search Object Records

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

Post a Message to Chatter Feed

Post a feed item in Chatter. See the documentation

Insert Blob Data

Inserts blob data in Salesforce standard objects. See the documentation

Find Records

Retrieves selected fields for some or all records of a selected object. See the documentation

Delete Record

Deletes an existing record in an object. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Add Lead to Campaign

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

Add Contact to Campaign

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

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON