How does Salesforce MCP integration work with Ravenala?

Ravenala acts as an MCP client that creates a secure bridge between Salesforce and your chosen AI model. The integration uses Salesforce's REST API to enable natural language interactions with your CRM data, maintaining all security protocols and permissions.

Which AI models support the Salesforce connector?

Our Salesforce MCP works with any LLM including GPT-4, Claude, Gemini, and open-source models. The Model Context Protocol ensures consistent functionality regardless of your preferred AI, giving you flexibility to switch between different language models seamlessly.

Can I access custom Salesforce objects through chat?

Absolutely! The Salesforce AI integration recognizes all your custom objects, fields, and workflows. Whether you've built specialized industry solutions or unique business processes, you can interact with them through natural conversation just like standard Salesforce objects.

Is my Salesforce data secure with Ravenala's MCP client?

Security is paramount. We use OAuth 2.0 authentication, encrypted connections, and respect all Salesforce permission levels. Your data never leaves your secure environment, and all interactions follow enterprise-grade security standards that Salesforce administrators expect and require.

Do I need technical skills to set up the Salesforce MCP?

Not at all! The setup process is designed for business users, not developers. Simply click Connect, authenticate with your existing Salesforce credentials, and start chatting. No coding, configuration files, or IT department involvement needed to get started.

Can multiple team members use the Salesforce connector?

Yes, Ravenala supports team collaboration while maintaining individual Salesforce permissions. Each team member authenticates with their own credentials, ensuring they only access data they're authorized to see, just like logging into Salesforce directly through the web interface.

What happens if Salesforce updates their API?

Ravenala automatically handles Salesforce API updates and versioning changes. Our MCP client stays current with the latest Salesforce releases, ensuring your chat interface continues working smoothly without requiring manual updates or configuration changes from your team.

Can I create and modify Salesforce records through chat?

Definitely! You can create leads, update opportunities, log activities, and modify any record type through natural conversation. Just describe what you want to accomplish, and the AI handles the proper Salesforce formatting and required field validation automatically.

Does the Salesforce MCP work with Salesforce Lightning?

Yes, our integration is fully compatible with both Salesforce Classic and Lightning Experience. The MCP connector accesses Salesforce through modern REST APIs that work regardless of your user interface preference, ensuring consistent functionality across all Salesforce environments.

How does pricing work for the Salesforce connector?

Ravenala's pricing is transparent and scalable based on your team size and usage. The Salesforce MCP integration is included in all plans, with no hidden fees or per-connector charges. You only pay for the AI model usage, not the connection itself.

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Your guide for Salesforce

Overview

Transform your Salesforce workflow with Ravenala's revolutionary MCP client that connects your CRM directly to any AI model through simple conversation. No more wrestling with complex APIs or switching between multiple interfaces: just chat naturally to access leads, update opportunities, generate reports, and automate your sales processes instantly.

Our Salesforce MCP integration eliminates the traditional barriers between your team and your data. Whether you're using GPT-4, Claude, or any other LLM, Ravenala creates a seamless bridge that turns complex Salesforce operations into effortless conversations, boosting productivity while reducing the learning curve for new team members.

How to connect Salesforce MCP

Getting started is refreshingly simple: click on the Connect button on the top right, follow the steps to authenticate with your Salesforce account, then you're ready to start a new chat and use Salesforce tools. The entire setup process takes less than two minutes, no technical expertise required.

Once connected, simply start chatting to unlock your Salesforce potential. Ask questions like 'Show me this week's hottest leads' or 'Update the Johnson deal to closed-won.' Your AI assistant understands context and handles the complex Salesforce queries behind the scenes, making CRM management feel like having a conversation with your smartest colleague.

Top benefits of using Salesforce through chat

Instant Lead Intelligence

Skip endless clicking through Salesforce dashboards. Simply ask 'Which leads from last week need follow-up?' and get instant, actionable insights. Your AI assistant analyzes lead scores, engagement history, and conversion probability, delivering personalized recommendations that help you close deals faster.

Effortless Opportunity Management

Update deal stages, modify contact information, and track sales progress through natural conversation. Instead of navigating multiple Salesforce screens, just say 'Move the ABC Corp deal to negotiation stage and schedule a follow-up for Friday.' Complex CRM tasks become simple chat commands.

Smart Report Generation

Generate comprehensive sales reports without touching a single dropdown menu. Ask for 'Q4 performance by territory' or 'Top 10 accounts by revenue' and receive formatted insights instantly. Your AI pulls data from across Salesforce, creating visualizations and summaries that drive strategic decisions.

Salesforce

Tools

account-creation-with-content-type-optionCreates a new Salesforce account using a json post request, requiring 'name'; specific fields (e.

account-creation-with-content-type-option

add-contact-to-campaignAdds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

add-contact-to-campaign

add-lead-to-campaignAdds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

add-lead-to-campaign

add-opportunity-line-itemAdds a product (line item) to an opportunity.

add-opportunity-line-item

apply-lead-assignment-rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

apply-lead-assignment-rules

associate-contact-to-accountAssociates a contact with an account by updating the contact's accountid field.

associate-contact-to-account

clone-opportunity-with-productsClones an opportunity and optionally its products (line items).

clone-opportunity-with-products

clone-recordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.

clone-record

complete-taskMarks a task as completed with optional completion notes.

complete-task

create-accountCreates a new account in Salesforce with the specified information.

create-account

create-campaignCreates a new campaign in Salesforce with the specified information.

create-campaign

create-campaign-record-via-postCreates a new campaign record in Salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an active user.

create-campaign-record-via-post

create-contactCreates a new contact in Salesforce with the specified information.

create-contact

create-leadCreates a new lead in Salesforce with the specified information.

create-lead

create-lead-with-specified-content-typeCreates a new lead in Salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.

create-lead-with-specified-content-type

create-new-contact-with-json-headerCreates a new contact in Salesforce; 'lastname' is required, an existing 'accountid' must be used if provided, and any custom fields (ending with ' c') must be predefined.

create-new-contact-with-json-header

create-noteCreates a new note attached to a Salesforce record with the specified title and content.

create-note

create-note-record-with-content-type-headerCreates a new note record in Salesforce, associated with an existing Salesforce object via `parentid`, automatically including a `content-type: application/json` header.

create-note-record-with-content-type-header

create-opportunityCreates a new opportunity in Salesforce with the specified information.

create-opportunity

create-opportunity-recordCreates a new opportunity record in Salesforce; `name`, `stagename`, and `closedate` are mandatory, and ensure any referenced ids (e.

create-opportunity-record

create-taskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

create-task

delete-accountPermanently deletes an account from Salesforce.

delete-account

delete-a-lead-object-by-its-idPermanently deletes an existing lead object from Salesforce using its unique id.

delete-a-lead-object-by-its-id

delete-campaignPermanently deletes a campaign from Salesforce.

delete-campaign

delete-contactPermanently deletes a contact from Salesforce.

delete-contact

delete-leadPermanently deletes a lead from Salesforce.

delete-lead

delete-notePermanently deletes a note from Salesforce.

delete-note

delete-opportunityPermanently deletes an opportunity from Salesforce.

delete-opportunity

execute-soql-queryExecutes the provided soql query against Salesforce; the query must begin with 'select'.

execute-soql-query

fetch-account-by-id-with-queryUse this action to retrieve a Salesforce account by its unique id, which must be a valid and existing Salesforce account id; you can optionally specify a comma-delimited list of fields to return.

fetch-account-by-id-with-query

fetch-modified-or-unmodified-sobjectsFetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodified since a date, or 412 status if modified) http headers.

fetch-modified-or-unmodified-sobjects

get-accountRetrieves a specific account by id from Salesforce, returning all available fields.

get-account

get-campaignRetrieves a specific campaign by id from Salesforce, returning all available fields.

get-campaign

get-contactRetrieves a specific contact by id from Salesforce, returning all available fields.

get-contact

get-dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.

get-dashboard

get-leadRetrieves a specific lead by id from Salesforce, returning all available fields.

get-lead

get-noteRetrieves a specific note by id from Salesforce, returning all available fields.

get-note

get-note-by-id-with-fieldsRetrieves a Salesforce note object by its id, optionally specifying which fields to return; the note id must exist.

get-note-by-id-with-fields

get-opportunityRetrieves a specific opportunity by id from Salesforce, returning all available fields.

get-opportunity