Salesforce MCP connector
Updated
Salesforce is a customer relationship management platform for sales, service, marketing automation, e-commerce, and analytics. The Salesforce MCP connector allows AI agents to create, query, and update records and objects, including leads, using SOQL and standard CRUD operations. It also supports retrieving object metadata and managing lead details throughout the sales pipeline.
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:
- Convert leads into contacts, accounts, and opportunities without manual entry
- Track sales pipeline progress across every open opportunity
- Resolve customer support issues faster with case creation and updates
- Sync customer and account records across teams instantly
- Query complex records using SOQL for deep sales insights
- Keep contact and account details accurate across the CRM
- Automate lead qualification and routing into the sales pipeline
- Retrieve real-time record details without manual lookups
Example prompts
Use the following example prompts to invoke Salesforce MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open opportunities closing this quarter in Salesforce.Create a new lead in Salesforce for the contact I met at the conference.Update the account details for Acme Corp in Salesforce.What's the status of this customer's support case in Salesforce?Pull up all contacts linked to this account in Salesforce.Delete the duplicate lead record in Salesforce.Log a new case for this customer complaint in Salesforce.Which leads haven't been contacted yet in Salesforce.Update the opportunity stage to closed won in Salesforce.Show me the fields available on the Account object in Salesforce.
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 | Create a new record in Salesforce. |
| salesforce_salesforcedescribemetadata_invoke | List available objects, or get field metadata and picklist values for a specific object. |
| salesforce_salesforcequeryrecords_invoke | Execute a SOQL query to retrieve records. |
| salesforce_salesforceretrieverecorddetails_invoke | Retrieve a single record from Salesforce by object type and record ID. |
| salesforce_salesforceupdateobject_invoke | Update an existing record in Salesforce. |
| createLead | Create a lead |
| getLeadSummary | Get lead object summary |
| upsertLead | Upsert a lead |
| getLead | Get a lead |
| updateLead | Update a lead |
| deleteLead | Delete a lead |
| createContact | Create a contact |
| getContactSummary | Get contact object summary |
| upsertContact | Upsert a contact |
| getContact | Get a contact |
| updateContact | Update a contact |
| deleteContact | Delete a contact |
| createAccount | Create an account |
| getAccountSummary | Get account object summary |
| upsertAccount | Upsert an account |
| getAccount | Get an account |
| updateAccount | Update an account |
| deleteAccount | Delete an account |
| createOpportunity | Create an opportunity |
| getOpportunitySummary | Get opportunity object summary |
| upsertOpportunity | Upsert an opportunity |
| getOpportunity | Get an opportunity |
| updateOpportunity | Update an opportunity |
| deleteOpportunity | Delete an opportunity |
| createCase | Create a case |
| 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 |
