SalesforceをChatGPT、Claude、Geminiに接続

• 01 / 03Salesforceのリード作成方法
• 02 / 03Salesforceの照会方法
• 03 / 03商談フェーズの更新方法

最速日

748ms

最遅日

1070ms

14日間の傾向

遅延傾向+19%

Salesforce Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "salesforce-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp"
    }
  }
}

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ SalesforceをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業マネージャー

  商談の進捗確認や売上レポートの作成を、対話形式で迅速に行いたい方。

• 02

  営業担当者

  リードの作成や取引先情報の更新を、CRM画面を開かずに素早く完了させたい方。

• 03

  データアナリスト

  SOQLクエリを使用して、特定の条件に基づいたデータ抽出を効率化したい方。

• 01

  How do I connect this MCP to my AI client?

  You connect once through your MCP-compatible client like Claude, Cursor, or Windsurf. Vinkius hosts the connection and manages the credentials for you.

• 02

  Can I run my existing Salesforce reports?

  Yes. You can use the list_reports capability to find your report IDs and then use the run_report capability to get the results directly in your chat.

• 03

  Does this MCP support custom queries?

  Yes. The soql_query capability allows your agent to run any valid SOQL query against your Salesforce objects.

• 04

  Is it safe to delete records through my AI agent?

  The delete_record capability performs irreversible deletions. You should ensure your agent is configured to confirm these actions before executing them.

• 05

  What kind of Salesforce data can I access?

  You can access and manage any SObject type available in your Salesforce instance, including Accounts, Contacts, Leads, and Opportunities.

• 06

  Can I run custom SOQL queries?

  Yes! The soql_query capability accepts any valid SOQL string. Example: SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Closed Won' LIMIT 20.

• 07

  Can I create records in any object?

  Yes! Use create_record with the SObject type (Account, Contact, Lead, etc.) and a JSON string of fields.

• 08

  How do I search across all Salesforce data?

  Use global_search with your search text. It uses SOSL to find matches across Accounts, Contacts, Leads, and all other objects simultaneously.

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