• DATA EXTRACTION
  • SCHEMA DISCOVERY
  • REPORTING
  • HUMAN REVIEW

How to query Salesforce data with your AI

Connect your CRM once. From then on, your agent handles the heavy lifting of searching and extracting data through natural language.

Ask AI about this page

Short answer

How can I pull specific Salesforce data using my AI?

Your agent uses custom SOQL queries to grab the exact records or filtered lists you need. It can also inspect your CRM schema to find the right fields. You get precise datasets without writing code.

Data outcomes

What you get from your queries

The AI translates your questions into direct database requests.

DATA EXTRACTION

Get filtered lists

The AI pulls specific sets of leads, accounts, or opportunities. You get the raw data you need for your work.

SCHEMA DISCOVERY

Map your CRM

Your agent looks up object definitions to see what fields exist. This ensures your requests use the correct names.

REPORTING

Summarize records

The agent can summarize trends or find outliers in the data it pulls. It turns rows of data into clear answers.

HUMAN REVIEW

Verify the results

You check the extracted data to make sure it's right. The AI provides the data, but you make the final call.

The workflow

What your AI does when you ask for data.

The agent handles the technical translation between your words and the database.

  1. Inspect the schema

    The agent checks the structure of your Salesforce objects to find the right field names.

    describe_object

  2. Build the query

    It converts your natural language request into a valid SOQL statement.

    soql_query

  3. Execute the search

    The agent runs the query against your Salesforce instance to fetch the records.

    soql_query

  4. Present the data

    The agent organizes the results into a readable format for you to use.

    soql_query

Try it

Copy these to start.

Use these prompts to begin interacting with your CRM.

Starting points

These are opening lines. Swap out the object names or filter criteria to match your specific Salesforce setup.

Salesforce Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp"
    }
  }
}
Copy into chat04

  • Find all open opportunities in the West region with an amount greater than 50,000.

  • List the last five leads created in the Contact object.

  • Show me all accounts that haven't had activity in the last 90 days.

  • What are the field names available for the custom object 'Project__c'?

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

Start here

Connect Salesforce once, then ask.

Follow the link to authorize the connection. Your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Salesforce to your AI

FAQ

How this task behaves

  • 01

    Can the AI change or delete my Salesforce records?

    No. This connector only allows for reading and querying data. It cannot modify or delete anything in your CRM.

  • 02

    How does the AI know which fields to use in a query?

    The agent uses the describe tool to look up the object schema, which tells it which fields are available.

  • 03

    Can I pull data from related objects?

    Yes. If the relationships are defined in Salesforce, the agent can write queries to pull related data.

  • 04

    Does the AI store my CRM data?

    No. The AI client only sees the specific data returned by your query. Vinkius does not store your Salesforce data.

  • 05

    Can the AI create new leads for me?

    No. The tools provided are for querying and describing data, not for creating or updating records.

  • More questions about Salesforce? See everything the Salesforce Connector can do

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