Salesforce MCP connector
Salesforce is a cloud-based CRM platform that manages sales, customer service, marketing automation, e-commerce, analytics, and application development. The Salesforce MCP connector allows AI agents to create and update records, query data using SOQL, and manage leads and other objects across your Salesforce instance. It also supports retrieving object metadata, upserting records to prevent duplicates, and accessing detailed record information for analysis and reporting.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Salesforce MCP connector to perform the following actions:
- Capture new sales leads and automatically qualify them based on company size and industry
- Update customer contact information across all Salesforce records in real time
- Retrieve account details and related opportunities to inform outreach decisions
- Create service cases and route them to the correct support team member
- Upsert prospect data to avoid duplicate records while enriching existing profiles
- Query sales pipeline opportunities and identify deals at risk of closing
Example prompts
Use the following example prompts to invoke Salesforce MCP connector tools from your AI assistant or Boomi Connect workflow:
Create a new lead in Salesforce for John Smith at Acme Corp with email john@acme.com.Show me all open opportunities in Salesforce that are worth more than $100,000.Update the phone number for contact ID 0031700000IZ3 in Salesforce.Get me the account details and all related contacts for Acme Corporation.Create a customer service case in Salesforce for a billing issue.Find all leads in Salesforce from the last 30 days that haven't been contacted yet.Upsert a contact record in Salesforce so we don't create a duplicate.Delete the lead record for someone who unsubscribed from our mailing list.What fields are available on the opportunity object in Salesforce?Retrieve all cases in Salesforce assigned to the support team that are still open.
Salesforce MCP connector tools
The Salesforce MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| salesforce_salesforcecreateobject_invoke | Creates a new object record with specified field values in Salesforce. |
| salesforce_salesforcedescribemetadata_invoke | Retrieves metadata structure and field definitions for Salesforce objects. |
| salesforce_salesforcequeryrecords_invoke | Searches and returns records from Salesforce using query language. |
| salesforce_salesforceretrieverecorddetails_invoke | Fetches complete details for a specific Salesforce record. |
| salesforce_salesforceupdateobject_invoke | Modifies field values on an existing Salesforce object record. |
| createLead | Creates a new lead record with contact and company information. |
| getLeadSummary | Retrieves summary information for a lead object. |
| upsertLead | Creates or updates a lead record based on matching criteria. |
| getLead | Fetches complete details for a specific lead record. |
| updateLead | Modifies field values on an existing lead record. |
| deleteLead | Removes a lead record from Salesforce. |
| createContact | Creates a new contact record with name and details. |
| getContactSummary | Retrieves summary information for a contact object. |
| upsertContact | Creates or updates a contact record based on matching criteria. |
| getContact | Fetches complete details for a specific contact record. |
| updateContact | Modifies field values on an existing contact record. |
| deleteContact | Removes a contact record from Salesforce. |
| createAccount | Creates a new account record for a company or organization. |
| getAccountSummary | Retrieves summary information for an account object. |
| upsertAccount | Creates or updates an account record based on matching criteria. |
| getAccount | Fetches complete details for a specific account record. |
| updateAccount | Modifies field values on an existing account record. |
| deleteAccount | Removes an account record from Salesforce. |
| createOpportunity | Creates a new opportunity record for a potential sale. |
| getOpportunitySummary | Retrieves summary information for an opportunity object. |
| upsertOpportunity | Creates or updates an opportunity record based on matching criteria. |
| getOpportunity | Fetches complete details for a specific opportunity record. |
| updateOpportunity | Modifies field values on an existing opportunity record. |
| deleteOpportunity | Removes an opportunity record from Salesforce. |
| createCase | Creates a new case record for customer support or service. |
| getCaseSummary | Get case object summary. |
| getCase | Get a case. |
| updateCase | Update a case. |
| deleteCase | Delete a case. |
| createTask | Create a task. |
| getTaskSummary | Get task object summary. |
| getTask | Get a task. |
| updateTask | Update a task. |
| deleteTask | Delete a task. |
| createAttachment | Create an attachment. |
| getAttachmentSummary | Get attachment object summary. |
| getAttachment | Get an attachment. |
| updateAttachment | Update an attachment. |
| deleteAttachment | Delete an attachment. |
| createCustomObject | Create a custom object record. |
| upsertCustomObject | Upsert a custom object record. |
| getCustomObject | Get a custom object record. |
| updateCustomObject | Update a custom object record. |
| deleteCustomObject | Delete a custom object record. |
| getUser | Get a user. |
| invokeFlow | Invoke a flow. |
| getAllFlows | Get all flows. |
| query | Execute SOQL query. |
| addToCampaign | Add lead or contact to campaign. |
| addNote | Add a note. |
| addCaseComment | Add a case comment. |
