Salesforce MCP
Use Coupler.io MCP to connect Salesforce with AI and get instant answers about your sales pipeline, customer trends, and revenue opportunities through simple conversations.
Why to use the Salesforce MCP
Use case 1
Analyze your sales pipeline performance by asking AI to identify high-value opportunities and track deal progression across different stages and time periods.
Use case 2
Generate customer segmentation reports by requesting AI to group accounts by industry, revenue size, or geographic location to identify target market patterns.
Use case 3
Monitor lead conversion rates by having AI analyze lead sources, qualification stages, and conversion timelines to optimize your sales funnel performance.
Use case 4
Track team productivity by asking AI to analyze activity reports, call volumes, and deal closure rates for individual sales representatives.
What data you can get with the Salesforce MCP
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Reports (accounts report, orchestrations runs, orchestrations stage runs, orchestrations work items, etc.)
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Objects (account, contact, lead, opportunity, etc.)
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Custom SOQL request
How does MCP work?
Step #1
Set up a data flow in Coupler.io by connecting your Salesforce.
Step #2
Proceed to the MCP Server page in Coupler.io and follow the instructions there
Step #3
Ask AI about your Salesforce - get insights, reports, trends, or charts just by typing your question.
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