MCP
Salesforce
Connect Salesforce CRM to Gumloop and let AI handle your daily data tasks. The integration turns natural language into precise API calls so you can query, create, or update any object without writing code.
Break this into smaller, focused nodes that each handle one task:
Real-time read and write access to every standard and custom object in your Salesforce org, all from a single node.
What is Salesforce MCP?
A Salesforce MCP node gives Gumloop secure, AI-powered access to the Salesforce API. You type what you need in plain English, the node selects the right tool, executes the call, and returns neatly structured results.What Can It Do for You?
- Surface the exact records you need with SOQL or SOSL
- Create, update, or delete any record directly from your workflow
- Run reports and pull the data into dashboards, sheets, and docs
- Automate campaign actions by adding leads, contacts, or accounts in seconds
Available Tools
| Tool | What It Does | Example Use |
|---|---|---|
| Soql Query | Executes a SOQL query to retrieve Salesforce records with support for relationships and complex filters | ”Run a SOQL query: SELECT [fields] FROM [object] WHERE [conditions] LIMIT [number] and return [desired_fields]“ |
| Sosl Search | Performs a text-based search across multiple objects using SOSL | ”Search for ‘[search_term]’ across all objects and return matching [object_type] names and IDs” |
| Describe Object | Retrieves metadata about an object | ”Describe the [object_name] object and return field names and data types” |
| Get Record | Retrieves a specific record by ID | ”Get [object_type] [record_id] and return [field1], [field2], [field3]“ |
| Create Record | Creates a new record | ”Create a [object_type] with [field1]=[value1], [field2]=[value2], [field3]=[value3] and return [return_fields]“ |
| Update Record | Updates an existing record | ”Update [object_type] [record_id], set [field1]=‘[value1]’, [field2]=[value2], return [return_fields]“ |
| Delete Record | Deletes a record | ”Delete [object_type] [record_id] and confirm success” |
| Get Org Limits | Retrieves current organization limits and usage | ”Get my org limits and return [limit_type]“ |
| Get User Info | Retrieves info about the current user | ”Return my Salesforce user [field1], [field2], and [field3]“ |
| Add Contact To Campaign | Adds a contact to a campaign | ”Add Contact [contact_id] to Campaign [campaign_id]“ |
| Add File To Record | Attaches an existing file to a record | ”Attach File [file_id] to [object_type] [record_id]“ |
| Add Lead To Campaign | Adds a lead to a campaign | ”Add Lead [lead_id] to Campaign [campaign_id]“ |
| Add Account To Campaign | Adds all contacts from an account to a campaign | ”Add all contacts from Account [account_id] to Campaign [campaign_id]“ |
| Convert Lead | Converts a lead to account, contact, and optional opportunity | ”Convert Lead [lead_id] and create an opportunity named ‘[opportunity_name]‘“ |
| Create Child Records | Creates child records from line items and links them to a parent | ”Create [number] [child_object_type] child records for [parent_object_type] [parent_id] with [field]: [value1], [value2], [value3]“ |
| Create Enhanced Note | Creates a new ContentNote with optional attachment | ”Create an enhanced note ‘[note_title]’ attached to [object_type] [record_id], return Note Id” |
| Create File | Uploads a file (ContentVersion) and optionally attaches it | ”Upload [file_type] ‘[file_name]’ to [object_type] [record_id] and return ContentDocumentId” |
| Create Note | Creates a legacy Note and links it to a record | ”Create a note ‘[note_content]’ on [object_type] [record_id] and return Id” |
| Find Child Records | Finds child records for a parent ID | ”Find all [child_object_type] for [parent_object_type] [parent_id] and return [field1] and [field2]“ |
| List Campaigns | Lists existing campaigns | ”List campaigns and return [field1], [field2], [field3]“ |
| List Email Templates | Retrieves email templates | ”List email templates and return [field1], [field2], [field3]“ |
| List Reports | Lists available reports | ”List all reports and return [field1] and [field2]“ |
| Get Report | Retrieves metadata about a report | ”Get report [report_id] and return columns and filters” |
| Run Report | Executes a report and returns data | ”Run report [report_id] and return [data_type]“ |
| Describe Report | Retrieves structure and metadata of a report | ”Describe report [report_id] and return grouping info” |
| Get Report Instances | Retrieves instances of a report | ”List instances of report [report_id] and return instance Ids” |
| Get Report Instance Data | Retrieves data from a specific report instance | ”Get data for report instance [instance_id] and return [data_type]“ |
| Get Note | Retrieves notes linked to a record with decoded content | ”Get notes for [object_type] [record_id] and return [field1] and [field2]“ |
How to Use
1
Create Your Salesforce MCP Node
Go to your node library, search for Salesforce, and click “Create a node with AI”
2
Add Your Prompt
Drag the Salesforce MCP node onto your canvas and type what you want to do, such as “run a SOQL query for top accounts in California”.
3
Test Your Node
Run the node to check the output. Adjust the prompt if you need different fields or filters.
4
Save and Reuse
When you’re happy with the results, save the customized node to your library for future workflows.
Example Prompts
Start with a very specific goal (single object and clear fields). Once you see the exact structure of Salesforce data, you can expand your prompts with confidence.
Troubleshooting
If your Salesforce MCP node is not doing what you expect, try these best practices.Keep Prompts Simple and Specific
- Good: “Given an
Account IDfetch all recent notes” - Bad: “Find all accounts created this year, group them by industry, then fetch the notes”
While the complex prompt might work, it is more efficient to break it into separate nodes. Salesforce MCP works best with focused, single-action prompts.
Match What Salesforce Can Do
- Good: “Run report given a
Report IDand return summary rows” - Bad: “Run a report and create a PowerPoint deck from the results”
Salesforce MCP excels at CRM data operations. For presentation creation, combine it with Ask AI or Google Slides nodes in your workflow.
Break Complex Tasks Into Steps
Instead of trying to do everything in one prompt (which might cause timeouts and errors):1
Step 1: Find Fortune 500 Accounts
Search for accounts where
Fortune_500__c = TRUE and return Id, Name2
Step 2: Locate Large Opportunities
Query Opportunity where AccountId IN (‘0015g00000Xyz123’,‘0015g00000Abc987’) and Amount > 100000 and return Id, Name, Amount
3
Step 3: Update Close Dates
Update Opportunity given an
Opportunity ID, set CloseDate=‘2024-12-31’, return Id, CloseDateIn your workflow, connect these nodes sequentially. The account Ids from Step 1 become the input list for Step 2, and the opportunity Ids from Step 2 feed into Step 3.
Focus on Data Retrieval
Salesforce MCP is great at getting information from Salesforce. For analysis or content creation, connect the output to other nodes. Example:- Good prompt: “Run report 00O5g00000Rpt789 and return detail rows”
- Bad prompt: “Run the report, analyze trends, and write an executive summary”
Use Ask AI for analysis or summarization after retrieving the raw data from Salesforce.
Troubleshooting Node Creation
Empty Outputs
Empty Outputs
In the node creation window, click “Request changes” and ask the AI to add debug logs and verify the API response.
Incorrect Results
Incorrect Results
In the node creation window, click “Request changes” and describe what you expected versus what you received.
Errors
Errors
First click “Fix with Gummie”. If multiple attempts fail, simplify your prompt or contact support.
Iterate with Request Changes
Iterate with Request Changes
Building the perfect node often takes a few tweaks. Use “Request changes” (in the node creation window) to refine filters, output fields, or pagination.
Need More Help?
- Watch What are MCP Nodes video tutorial
- Check out MCP Best Practices in Gumloop University
- Join the Gumloop Community for support
- View the Salesforce MCP setup guide for Claude and Cursor
- Contact support at support@gumloop.com