Question 1

What does the Salesforce MCP integration do?

Accepted Answer

The Salesforce integration on the Agen MCP gateway exposes Salesforce to AI agents through the Model Context Protocol. CRM automation, lead management, opportunity tracking, and sales workflow orchestration for AI agents. It lets agents call Salesforce actions like Query records, Search records, Create account, and Get account without writing custom integration code.

Question 2

Which Salesforce actions are available through MCP?

Accepted Answer

The Agen Salesforce MCP connector exposes 10 scoped actions including Query records, Search records, Create account, and Get account. Each action is mapped to a specific Salesforce OAuth scope so agents only get the permissions they need for the task.

Question 3

How does Agen connect AI agents to Salesforce?

Accepted Answer

Agen acts as the MCP gateway between your AI agents and Salesforce. Agents authenticate to the gateway, the gateway authenticates to Salesforce using scoped OAuth credentials, and every call is brokered through the gateway so it can apply policy and capture audit logs.

Question 4

How is access to Salesforce controlled and audited?

Accepted Answer

Access to the Salesforce integration is governed by Agen policies. Admins can restrict which agents or users can call Salesforce tools, scope permissions per action, and review a full audit log of every call. Learn more about access control and policies.

Question 5

What are common use cases for the Salesforce MCP integration?

Accepted Answer

AI agents use the Salesforce connector to automate work in Salesforce on behalf of users — common use cases include lead enrichment, pipeline updates, and account research. See more CRM integrations in the CRM category.

Question 6

How do I get started with the Agen MCP gateway for Salesforce?

Accepted Answer

Install the Agen MCP gateway, authorize the Salesforce connector with your Salesforce workspace, and assign access policies to the agents or users that should be able to call it. Browse the full MCP integration catalog or contact sales to get started.

Salesforce

Query records

Search records

Create account

Get account

Create contact

Create lead

Create opportunity

Update record

Create case

Describe object