Question 1

What is the Salesforce MCP Server?

Accepted Answer

The Salesforce MCP Server is an implementation of the Model Context Protocol (MCP) that allows AI models like Claude to interact with your Salesforce data and metadata using natural language.

Question 2

What are the main features of the Salesforce MCP Server?

Accepted Answer

Key features include object and field management, smart object search, detailed schema information, flexible data queries, data manipulation, cross-object search (SOSL), and intuitive error handling.

Question 3

How does the Salesforce MCP Server work with Claude?

Accepted Answer

The MCP Server acts as a bridge, translating natural language commands from Claude into actions within Salesforce, such as querying records, creating objects, or updating fields.

Question 4

What is MCP (Model Context Protocol)?

Accepted Answer

MCP is an open protocol that standardizes how applications provide context to Large Language Models (LLMs), enabling them to interact with external data sources and tools.

Question 5

What are the benefits of using the Salesforce MCP Server?

Accepted Answer

Benefits include simplified Salesforce management, increased efficiency, improved data accessibility for AI models, and automation of tasks using natural language.

Question 6

How do I install the Salesforce MCP Server?

Accepted Answer

You can install the server globally using npm: `npm install -g @surajadsul02/mcp-server-salesforce`

Question 7

What are the authentication methods supported by the Salesforce MCP Server?

Accepted Answer

The server supports Username/Password Authentication (with a security token) and OAuth2 Authentication with a Consumer Key/Secret.

Question 8

What environment variables are required for Username/Password Authentication?

Accepted Answer

Required environment variables are `SALESFORCE_USERNAME`, `SALESFORCE_PASSWORD`, `SALESFORCE_TOKEN`, and optionally `SALESFORCE_INSTANCE_URL`.

Question 9

What environment variables are required for OAuth2 Authentication?

Accepted Answer

Required environment variables are `SALESFORCE_USERNAME`, `SALESFORCE_PASSWORD`, `SALESFORCE_CONSUMER_KEY`, `SALESFORCE_CONSUMER_SECRET`, and optionally `SALESFORCE_INSTANCE_URL`.

Question 10

How do I configure the Salesforce MCP Server for Cursor IDE?

Accepted Answer

Add a `mcp.json` file in the `.cursor` directory with the appropriate configuration for your authentication method.

Question 11

How do I configure the Salesforce MCP Server for Claude Desktop?

Accepted Answer

Add the Salesforce MCP Server configuration to your `claude_desktop_config.json` file, located in the appropriate directory for your operating system.

Question 12

What are some example use cases for the Salesforce MCP Server?

Accepted Answer

Use cases include searching objects, getting schema information, querying records, managing custom objects, and searching across multiple objects.

Question 13

What should I do if I encounter authentication errors?

Accepted Answer

Verify your credentials are correct, ensure your security token is correct (for username/password auth), and verify your consumer key and secret (for OAuth2).

Question 14

What should I do if I have connection issues?

Accepted Answer

Check your Salesforce instance URL, verify network connectivity, and ensure proper API access permissions.

Question 15

How can I contribute to the Salesforce MCP Server project?

Accepted Answer

Contributions are welcome! Feel free to submit a pull request on the GitHub repository.

Question 16

Where can I find help and support for the Salesforce MCP Server?

Accepted Answer

If you encounter any issues or need support, please file an issue on the GitHub repository.

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