• DATA
  • ANALYSIS
  • REPORTING
  • HUMAN

How to query custom Salesforce objects with your AI

Connect your agent to Salesforce once. From then on, you can pull data from any custom object using plain English.

Ask AI about this page

Short answer

How can I query custom Salesforce objects with my AI?

Your agent translates your natural language requests into SOQL queries to fetch specific records and fields. You get the exact data you need from any custom object in your org. Here is how it works.

Data outcomes

What you get from your queries.

Once the AI pulls your Salesforce records, you can use them for several different tasks.

DATA

Direct record access

The AI pulls specific rows and columns from your custom objects. You get the raw data directly in your chat.

ANALYSIS

Instant data summaries

Since the agent reads the record details, it can summarize trends or find specific outliers in your data.

REPORTING

Custom aggregations

Ask for counts or specific groupings. The AI fetches the data and presents it as a clean list or summary.

HUMAN

Manual updates

The AI only reads data. You still need to manually edit or create records in Salesforce if you want to change them.

The workflow

What your AI does when a query arrives.

The AI handles the heavy lifting of translating your intent into database commands.

  1. Parse intent

    Your agent analyzes your question to identify which custom object and fields are needed.

    sf_run_soql

  2. Generate SOQL

    The AI builds a valid SOQL query based on your specific requirements.

    sf_run_soql

  3. Fetch records

    The command is sent to Salesforce to retrieve the matching data from your org.

    sf_run_soql

  4. Present data

    The agent takes the raw results and formats them into a readable response for you.

    sf_run_soql

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

Replace the object names like 'Project__c' or 'Account' with the actual names in your Salesforce org.

Salesforce Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_kh6AyZITJNy0d019FdgO60BVZMBDvJ1q2wzoI8TW/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Salesforce capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salesforce-analytics-soql-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_kh6AyZITJNy0d019FdgO60BVZMBDvJ1q2wzoI8TW/mcp"
    }
  }
}
Copy into chat04

  • Show me the last 5 records from my Project__c custom object.

  • List all Accounts where the Industry is 'Technology' and the AnnualRevenue is over 1000000.

  • Find the custom 'Subscription__c' records for the client 'Acme Corp'.

  • How many custom 'Asset__c' records were created in the last 30 days?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Salesforce Analytics & SOQL once, then ask.

One link connects your account. Your login stays encrypted on our side, and you can start querying immediately.

Connect Salesforce Analytics & SOQL to your AI

FAQ

How the task behaves

  • 01

    Can the AI update or delete my Salesforce records?

    No. This connector only uses SOQL to read data. It cannot modify or delete anything in your org.

  • 02

    Do I need to know how to write SOQL?

    No. You just talk to your agent in plain English, and it handles the query syntax for you.

  • 03

    Can it access standard objects like Leads or Contacts?

    Yes. It can query any object you have permission to see, including standard and custom ones.

  • 04

    Will my Salesforce password be shared with the AI?

    No. Your credentials are encrypted and managed by Vinkius. The AI only sees the data returned by the query.

  • 05

    Can the AI create new custom fields?

    No. The AI can only read data from existing fields. It cannot change your Salesforce schema.

  • More questions about Salesforce Analytics & SOQL? The Connector page answers them. See everything the Salesforce Analytics & SOQL Connector can do

Connect Salesforce to Claude, Cursor, ChatGPT & more