Question 1

What is Salesforce MCP for Gemini and how does it work?

Accepted Answer

Salesforce MCP for Gemini is a Model Context Protocol connector that enables seamless integration between Salesforce CRM and Google's Gemini AI. Through Ravenala's chat interface, teams can query Salesforce data, update records, and automate workflows using natural language conversations with Gemini, eliminating the need for complex API configurations.

Question 2

How do I set up the Salesforce Connector for Gemini?

Accepted Answer

Setting up the Salesforce Connector for Gemini through Ravenala is straightforward. Simply authenticate your Salesforce org, configure your Gemini API credentials, and connect through our MCP client. The entire process takes under 10 minutes, with guided setup wizards handling OAuth flows and permission configurations automatically.

Question 3

Can Salesforce AI integrate with custom objects and fields?

Accepted Answer

Yes, our Salesforce AI integration supports all standard and custom Salesforce objects, fields, and relationships. Gemini can query custom objects, update picklist values, and even work with complex formula fields. The MCP protocol automatically maps your org's schema, making all data accessible through conversational queries.

Question 4

What Salesforce data can Gemini access through the MCP?

Accepted Answer

Gemini can access all Salesforce data your authenticated user has permissions for, including leads, accounts, contacts, opportunities, cases, and custom objects. The Salesforce MCP for Gemini respects field-level security and sharing rules, ensuring data governance compliance while enabling comprehensive AI-powered insights and automation.

Question 5

Is the Salesforce Connector for Gemini secure?

Accepted Answer

Absolutely. Our Salesforce Connector for Gemini uses enterprise-grade OAuth 2.0 authentication, encrypted connections, and respects all Salesforce security policies. Data never leaves your secure environment unnecessarily, and all API calls maintain audit trails. We're SOC 2 compliant and follow Salesforce's security best practices rigorously.

Question 6

Can I automate Salesforce workflows with Gemini AI?

Accepted Answer

Yes, Salesforce AI through our MCP enables powerful workflow automation. Gemini can create records, update opportunity stages, assign leads, send emails, and trigger approval processes based on natural language commands. You can even set up conditional logic and bulk operations through conversational prompts.

Question 7

What are the pricing options for Salesforce MCP integration?

Accepted Answer

Ravenala offers flexible pricing for the Salesforce MCP for Gemini, starting with a free tier for small teams. Enterprise plans include unlimited Salesforce connections, advanced security features, and priority support. Pricing scales with usage and team size, with custom enterprise agreements available for large organizations.

Question 8

Does the Salesforce Connector work with Salesforce Lightning?

Accepted Answer

Yes, the Salesforce Connector for Gemini fully supports both Salesforce Classic and Lightning Experience. All modern Salesforce features including Lightning components, custom apps, and Experience Cloud sites are accessible. The MCP protocol adapts seamlessly to your Salesforce configuration and UI preferences without requiring additional setup.

Question 9

Can multiple team members use Salesforce AI simultaneously?

Accepted Answer

Definitely. Ravenala's Salesforce MCP for Gemini supports unlimited concurrent users with individual authentication and permissions. Each team member connects with their own Salesforce credentials, maintaining proper data access controls. Collaborative features let teams share insights and automate processes together while respecting individual user permissions.

Question 10

What support is available for Salesforce MCP troubleshooting?

Accepted Answer

We provide comprehensive support for Salesforce AI integration issues, including detailed documentation, video tutorials, and live chat assistance. Our expert team understands both Salesforce administration and Gemini AI capabilities. Enterprise customers receive priority support with dedicated success managers and custom training sessions for optimal results.

Connect Salesforce to Gemini (Google) to unlock the power of AI automation

Salesforce MCP 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