MCP Server for Salesforce

Build 24.0.9300

Tables

The server models the data in Salesforce as a list of tables in a relational database that can be queried using standard SQL statements.

CData MCP Server for Salesforce Tables

Name Description
AcceptedEventRelation Stores relationships between events and attendees who have accepted invitations in Salesforce.
Account Contains details about customer accounts, including business or individual information and related activities.
AccountContactRole Tracks the roles that contacts play within accounts, helping to define relationships in Salesforce.
AccountFeed Captures Chatter feed updates, including posts, comments, and interactions related to Account records.
AccountHistory Maintains a historical record of changes made to Account fields that have field history tracking enabled.
AccountPartner Stores partner relationships associated with accounts, helping to track business partnerships.
AccountShare Controls access and sharing settings for Account records, defining who can view or edit them.
AdditionalNumber Holds additional phone numbers associated with various Salesforce entities, such as contacts or accounts.
ApexClass Stores metadata for Apex classes, which define server-side business logic and custom functionality.
ApexComponent Contains metadata for Visualforce components that can be reused in multiple Visualforce pages.
ApexLog Records execution logs for Apex transactions, debugging, and performance monitoring in Salesforce.
ApexPage Stores metadata for Visualforce pages, which define custom user interfaces in Salesforce.
ApexTestQueueItem Tracks Apex test executions in the asynchronous test queue, helping developers manage test runs.
ApexTestResult Stores the results of Apex test executions, including success, failure, and error messages.
ApexTrigger Contains metadata for Apex triggers, which automate processes by executing logic when records change.
AppMenuItem Defines custom items that appear in the Salesforce app menu, allowing navigation to apps or links.
Approval Represents approval process instances, tracking workflow approvals and their status in Salesforce.
Asset Manages customer-owned products, including warranty and support details, for asset tracking.
AssetFeed Logs Chatter activity, including posts and updates, related to Asset records.
AssignmentRule Defines rules for automatically assigning leads and cases to the appropriate owners.
AsyncApexJob Tracks the execution of asynchronous Apex jobs, including batch and scheduled jobs.
Attachment Stores file attachments related to various Salesforce records, such as accounts, opportunities, or cases.
AuthProvider Contains settings for authentication providers, allowing integration with third-party login systems.
AuthSession Tracks login sessions and authentication details for Salesforce users.
BrandTemplate Stores branding elements and templates for customizing the appearance of Salesforce communities and emails.
BusinessHours Defines business hours used in case escalation rules, Service-level Agreement (SLA) calculations, and time-based workflows.
BusinessProcess Represents a business process, such as lead or case management, defining different record paths.
CallCenter Contains metadata for call center configurations, integrating Salesforce with telephony systems.
Campaign Tracks marketing campaigns, including outreach activities and associated leads, contacts, and opportunities.
CampaignFeed Captures Chatter posts and activity updates related to Campaign records.
CampaignMember Links leads and contacts to campaigns, tracking participation and response details.
CampaignMemberStatus Defines possible statuses for campaign members, such as Sent, Responded, or Attended.
CampaignShare Controls sharing settings for Campaign records, defining access levels for users and groups.
Case Manages customer service and support cases, tracking issues, resolutions, and customer interactions.
CaseComment Stores comments added by support agents or customers to case records.
CaseContactRole Defines the relationship between a contact and a case, specifying their role in the case process.
CaseFeed Captures Chatter activity, including posts and updates, related to case records.
CaseHistory Maintains a historical record of changes made to case fields that have history tracking enabled.
CaseShare Controls sharing settings for case records, defining user access levels.
CaseSolution Links solutions to cases, helping support agents provide quick resolutions to customer issues.
CaseStatus Defines possible statuses for cases, such as New, In Progress, or Closed.
CaseTeamMember Stores details about team members assigned to work on a case record.
CaseTeamRole Defines roles assigned to team members working on case records, such as Support Rep or Manager.
CaseTeamTemplate Manages predefined templates for case teams, allowing standardized team assignments.
CaseTeamTemplateMember Stores members of a case Team Template, defining their roles and permissions.
CaseTeamTemplateRecord Links Case Team Templates to specific case records, applying predefined team structures.
CategoryData Stores structured data related to categories used in Salesforce Knowledge or other categorization features.
CategoryNode Represents hierarchical category structures used for organizing knowledge articles and content.
ChatterActivity Tracks Chatter engagement, such as posts, comments, and likes, across Salesforce records.
ClientBrowser Identifies the browser used to access Salesforce, useful for tracking user activity and compatibility.
CollaborationGroup Stores details about Chatter groups used for collaboration and discussion within Salesforce.
CollaborationGroupFeed Captures Chatter activity, including posts and updates, related to Collaboration Groups.
CollaborationGroupMember Manages group membership, listing users who belong to Chatter collaboration groups.
CollaborationGroupMemberRequest Tracks pending requests to join Chatter groups requiring approval.
CollaborationInvitation Manages invitations sent to external users to join Salesforce Chatter groups.
Community Stores configuration details for Salesforce communities, including branding, themes, and settings.
Contact Holds details about individuals associated with accounts, tracking communication and relationships.
ContactFeed Captures Chatter activity, including posts and updates, related to Contact records.
ContactHistory Maintains a historical record of changes made to Contact fields that have history tracking enabled.
ContactShare Controls sharing settings for Contact records, defining user access levels.
ContentDocument Stores documents uploaded to Salesforce, such as files attached to records or stored in libraries.
ContentDocumentFeed Captures Chatter activity, including posts and updates, related to Content Documents.
ContentDocumentHistory Maintains a historical record of changes made to Content Documents.
ContentDocumentLink Links Content Documents to multiple records, allowing files to be associated with various objects.
ContentVersion Tracks different versions of Content Documents, enabling version control for uploaded files.
ContentVersionHistory Stores the history of changes made to Content Versions, tracking modifications and updates.
Contract Manages customer contracts, including agreement terms, statuses, and renewal details.
ContractContactRole Defines the relationship between a contact and a contract, specifying their role in the agreement.
ContractFeed Captures Chatter activity, including posts and updates, related to Contract records.
ContractHistory Maintains a historical record of changes made to Contract fields that have history tracking enabled.
ContractStatus Defines possible statuses for contracts, such as Draft, Active, or Expired.
CronJobDetail Stores details of scheduled jobs in Salesforce, tracking job execution and scheduling information.
CronTrigger Defines time-based triggers for scheduled Apex jobs, controlling when they execute.
Dashboard Stores metadata for Salesforce dashboards, which provide visual reports and key performance metrics.
DashboardComponent Represents individual components within a dashboard, such as charts, tables, or metrics.
DashboardComponentFeed Captures Chatter activity, including posts and updates, related to Dashboard Components.
DashboardFeed Captures Chatter activity, including posts and updates, related to Dashboards.
DeclinedEventRelation Tracks relationships between events and attendees who have declined invitations.
Document Stores documents and files uploaded to Salesforce's legacy Document Library.
DocumentAttachmentMap Maps attachments to documents, allowing files to be linked to different records.
Domain Stores details about custom domains configured for Salesforce sites and communities.
DomainSite Links custom domains to specific Salesforce sites, managing domain associations.
EmailServicesAddress Stores email addresses configured for Salesforce Email Services, enabling automated email processing.
EmailServicesFunction Defines functions for handling inbound emails via Salesforce Email Services.
EmailTemplate Manages email templates used for standardizing outbound email communication.
EntitySubscription Tracks Chatter subscriptions, allowing users to follow records and receive updates.
Event Stores scheduled meetings, appointments, and calendar events associated with users or records.
EventFeed Captures Chatter activity, including posts and updates, related to Event records.
EventRelation Manages relationships between events and related records, such as attendees and leads.
FeedComment Stores comments added to Chatter posts across Salesforce records.
FeedItem Represents Chatter posts, including status updates, file shares, and record interactions.
FeedPollChoice Stores poll choices created in Chatter posts, allowing users to vote on different options.
FeedPollVote Tracks user votes on Chatter polls, recording poll responses and selections.
FieldPermissions Defines field-level security settings, specifying user access permissions for individual fields.
FiscalYearSettings Stores fiscal year configurations, defining the start date and structure for financial reporting.
Folder Represents folders used for organizing reports, dashboards, and documents in Salesforce.
ForecastShare Controls sharing settings for forecasting data, defining who can view or edit forecast records.
Group Manages public and private groups used for collaboration and sharing within Salesforce.
GroupMember Stores group membership details, listing users assigned to specific public or private groups.
HashtagDefinition Tracks custom hashtags used in Chatter posts, allowing content to be categorized and searched.
Holiday Stores company-wide holidays, which can be referenced in business hours and case escalation rules.
Lead Tracks potential customers or business opportunities before they are converted into accounts and contacts.
LeadFeed Captures Chatter activity, including posts and updates, related to Lead records.
LeadHistory Maintains a historical record of changes made to Lead fields that have history tracking enabled.
LeadShare Controls sharing settings for Lead records, defining user access levels and visibility.
LeadStatus Defines possible statuses for Leads, such as Open, Qualified, or Converted.
LoginHistory Logs user login attempts, tracking access details such as IP addresses and login timestamps.
LoginIp Stores IP address details associated with user logins, helping track security and access patterns.
MailmergeTemplate Manages mail merge templates used for generating personalized documents.
MobileDeviceRegistrar Tracks mobile devices registered to access Salesforce, used for mobile security and authentication.
Note Stores user-created notes attached to Salesforce records for reference and documentation.
ObjectPermissions Defines object-level permissions, controlling user access to different Salesforce objects.
Opportunity Tracks potential revenue-generating sales deals, managing the sales pipeline.
OpportunityCompetitor Stores details of competitors associated with an opportunity, helping track competitive insights.
OpportunityContactRole Defines the relationship between contacts and opportunities, specifying their role in a sales deal.
OpportunityFeed Captures Chatter activity, including posts and updates, related to opportunity records.
OpportunityFieldHistory Maintains a historical record of changes made to opportunity fields that have history tracking enabled.
OpportunityHistory Tracks stage changes and progress updates for opportunity records.
OpportunityLineItem Represents products or services associated with an opportunity, tracking pricing and quantities.
OpportunityPartner Stores details of business partners associated with an opportunity, tracking partnership involvement.
OpportunityShare Controls sharing settings for opportunity records, defining user access levels.
OpportunityStage Defines the stages of an opportunity in the sales process, such as Prospecting, Negotiation, or Closed Won.
Organization Stores information about the Salesforce organization, including company settings and preferences.
OrgWideEmailAddress Manages organization-wide email addresses used for sending system-generated emails from Salesforce.
Partner Tracks business partner relationships, linking them to accounts and opportunities.
PartnerRole Defines roles assigned to partners in partner relationships, such as Distributor or Reseller.
Period Stores time period records used in forecasting and financial reporting.
PermissionSet Manages permission sets that grant additional access and security permissions to users.
PermissionSetAssignment Assigns permission sets to users, extending their security and access beyond standard profiles.
PermissionSetLicense Tracks licenses for permission sets, defining how many users can be assigned to them.
PermissionSetLicenseAssign Manages the assignment of permission set licenses to specific users.
Pricebook2 Stores price books that define different pricing structures for products and services.
Pricebook2History Tracks historical changes made to Pricebook2 records, including updates to pricing structures.
PricebookEntry Represents individual product entries in a price book, linking products to specific pricing details.
ProcessDefinition Defines process automation workflows in Salesforce, such as approval processes and custom flows.
ProcessInstance Tracks running instances of approval processes, recording their status and progression.
ProcessInstanceStep Represents individual steps within a process instance, tracking approvals and actions taken.
ProcessInstanceWorkitem Stores work items assigned to users as part of an approval process.
ProcessNode Represents decision points and steps within a process definition.
Product2 Stores product catalog information, including details about goods and services offered by a company.
Product2Feed Captures Chatter activity, including posts and updates, related to Product2 records.
Profile Defines user profiles, specifying access permissions and security settings for different roles.
PushTopic Stores PushTopic records used for real-time data updates through the Streaming API.
QueueSobject Tracks records assigned to queues, managing workload distribution across teams.
Quote Represents sales quotes, tracking pricing details and products offered to customers.
QuoteDocument Stores quote documents generated from Salesforce, including PDFs sent to customers.
QuoteFeed Captures Chatter activity, including posts and updates, related to Quote records.
QuoteLineItem Tracks individual products or services included in a Quote, managing pricing and quantities.
RecentlyViewed Stores records recently accessed by a user for quick retrieval and navigation.
RecordType Defines different record types within an object, allowing for customized page layouts and processes.
Report Stores metadata for reports, defining data queries and visualization settings.
ReportFeed Captures Chatter activity, including posts and updates, related to Report records.
Scontrol Represents legacy custom controls used in older Salesforce environments before Visualforce and Lightning components.
SelfServiceUser Manages self-service portal users who can log cases and access knowledge articles.
SetupEntityAccess Controls access settings for custom metadata types, objects, and system permissions.
Site Stores information about Salesforce Sites, which allow public website hosting on the Salesforce platform.
SiteFeed Captures Chatter activity, including posts and updates, related to Site records.
SiteHistory Tracks changes made to Site records, logging modifications over time.
Solution Stores solutions used in the knowledge base for resolving customer issues.
SolutionFeed Captures Chatter activity, including posts and updates, related to Solution records.
SolutionHistory Maintains a historical record of changes made to Solution records.
SolutionStatus Defines different statuses for Solutions, such as Draft, Published, or Archived.
StaticResource Stores static files, such as images, stylesheets, and JavaScript, for use in Visualforce and Lightning applications.
Task Represents user tasks, such as follow-ups and reminders, that track activities within Salesforce.
TaskFeed Captures Chatter activity, including posts and updates, related to Task records.
TaskPriority Defines priority levels for tasks, such as High, Medium, or Low.
TaskStatus Specifies the possible statuses for tasks, including Not Started, In Progress, or Completed.
Topic Represents topics used for categorizing and grouping content in Chatter and records.
TopicAssignment Links topics to records, allowing users to categorize and filter content using topic tags.
TopicFeed Captures Chatter activity, including posts and updates, related to Topic records.
UndecidedEventRelation Tracks relationships between events and attendees who have not yet responded to invitations.
User Stores details about Salesforce users, including login credentials, profiles, and roles.
UserFeed Captures Chatter activity, including posts and updates, related to User records.
UserLicense Manages user licenses, tracking available and assigned Salesforce licenses.
UserLogin Logs authentication attempts, tracking successful and failed login attempts.
UserPreference Stores user-specific preferences for features, notifications, and customization settings.
UserProfile Manages user profile information, including name, email, and accessibility settings.
UserRecordAccess Tracks record-level access permissions for users, defining which records they can view or edit.
UserRole Defines the role hierarchy in Salesforce, controlling data access and reporting relationships.
Vote Stores votes cast on Chatter posts and comments, allowing users to indicate approval or agreement.
WebLink Manages custom web links added to Salesforce page layouts, providing quick access to external resources.

The server can also expose custom entities on your Salesforce account that are not mentioned in the Tables. You can query against these custom entities as with any other table. Additionally, you can query against custom fields of standard entities.

There is a naming limitation that applies to the lists and to the custom fields. Empty spaces in list names are converted to underscores for the table names. Also, all custom fields and custom entities are identified by Salesforce with a __c appended to the end of the name.

As of the Spring20 release of the Salesforce's APIs, access for users without the "Customize Application" permission to read unprotected custom metadata types is revoked. To minimize the impact on your users, admins with the Customize Application permission can grant read access through profile or permission sets. See this link for more info.

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Build 24.0.9300