Salesforce
CRM for accounts, contacts, leads and opportunities.
Updated Sep 27, 2026
Overview
Salesforce is a CRM: accounts, contacts, leads and opportunities, as objects each org can extend.
The MCP server is Salesforce's hosted SObject Mutations server for production orgs: it queries, searches, creates and updates records but never deletes them. Sandboxes use https://api.salesforce.com/platform/mcp/v1/sandbox/platform/sobject-mutations, and an admin must first create an External Client App and activate the server. The REST API runs on each org's own My Domain URL, written https://{my_domain}.my.salesforce.com here (MyDomainName in Salesforce's docs), and its paths carry the API version as vXX.X; after sf org login web, sf org display prints both as Instance Url and Api Version.
Workflows
Workflows that use Salesforce's tools.
SContributed by shipgtmTurn a hiring signal into a worked LinkedIn leadShortlists your ICP in Clay, watches for a matching job posting, logs the lead in Salesforce, and queues a LinkedIn opener in HeyReach.
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TContributed by thedogwiththedataonitReopen closed-lost deals when something has changedFinds Salesforce deals lost months ago, checks who is still there and what changed, and queues an email to them in lemlist.
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Tools
What agents can reach at Salesforce.
- Create a record
Creates a record of any object, such as a Lead, Contact or Opportunity, and returns its new ID.
- Query records with SOQL
Runs a SOQL query and returns the matching records with the fields it selects.
- Search records with SOSL
Runs a SOSL text search across several objects at once and returns the matches grouped by object.
- Update a record
Changes the fields you pass on one record, found by its ID, and leaves every other field as it is.