The Salesforce MCP Server lets your teams securely access Customer 360 data and Salesforce capabilities without leaving the chat, all while honoring Salesforce security, permissions, and governance. Knowledge workers ask about pipeline, summarize cases, create campaigns, draft updates, and reason across accounts, opportunities, and more, grounded in real Salesforce data. Builders can use the Salesforce MCP server to configure and customize Salesforce to move their teams faster than ever.
The Salesforce Headless 360 MCP Server is a Beta Service. Read the Developer Documentation to learn more.
You can use Salesforce in Claude to:
Review your pipeline:
"Summarize my open opportunities closing this quarter and flag any that are stalled."
Stay on top of cases:
"Summarize the open support cases for Acme Corp and highlight anything escalated."
Work your accounts:
"Give me a briefing on the Acme Corp account: recent activity, open opportunities, and key contacts."
Move work forward:
"Draft an update on the Acme renewal and create a campaign for our fall product launch."
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