Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses connect with customers, partners, and employees through integrated applications for sales, service, marketing, and more.
Why this server?
Enables submission of disability insurance quote requests that are written to Salesforce Web-to-Lead, allowing AI agents to initiate sales pipeline entries.
Why this server?
Provides tools for creating structured business profiles, generating pipeline artifacts, exploring blueprint data, syncing implementation state, and downloading full Agent Skills directories, with vendor-agnostic output compatible with Salesforce.
Why this server?
Allows importing data from Salesforce into DevRev as a source for the MCP server.
Why this server?
Provides identity resolution and pre-write safety checks for Salesforce records via OAuth. Enables AI agents to resolve Salesforce companies and people to canonical AnchorIDs, evaluate proposed writes with guard_write before committing to Salesforce, and ingest Salesforce records into Anchord's identity graph. Anchord reads from Salesforce to build identity graphs but never writes back to the CRM.
Why this server?
Provides tools for interacting with Salesforce, enabling natural language queries, record management, object and field manipulation, Apex code management, reports and dashboards, and REST API passthrough.
Why this server?
Provides AI assistants access to Salesforce CRM data, including leads, contacts, accounts, campaigns, campaign members, tasks, analytics reports, pipeline analysis, attribution, and activity tracking, allowing marketing ops teams to manage and analyze Salesforce data without writing SOQL.
Why this server?
Provides tools for interacting with Salesforce data and metadata, enabling object search, schema retrieval, record querying, data manipulation (insert, update, delete, upsert), custom object/field management, and cross-object searching using SOSL.
Why this server?
Enables interaction with Salesforce CRM APIs through URL restrictions and secure credential management for marketing team access.
Why this server?
Allows the server to govern and audit AI agent actions targeting Salesforce, such as managing CRM contacts or performing data updates.