Salesforce
ChatGPT pluginManage Salesforce records
- Featured
- No
not on the featured shelf
Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Business & operations
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Business & operations59th of 1,117 by placement
Also on other marketplaces
Use Salesforce Agentforce Sales to discover object metadata, build account and opportunity briefs, review pipeline and forecast risk, run provider-native SOQL requests, manage account plans, summarize call transcripts, assign leads to Agentforce Lead Nurturing, read records, and perform explicit record creates or updates through the third-party MCP app.
Example prompts
- “Find records, build account briefs, review pipeline, run SOQL, manage account plans, and update records only when requested”
Skills
salesforce
Safely work with Salesforce Agentforce Sales through the third-party MCP app. Use when the user asks to find, query, read, summarize, create, update, plan, assign Agentforce Lead Nurturing, inspect Salesforce objects or fields, or resolve record IDs before acting. Prefer metadata discovery over guessing, use SOQL deliberately, and write only when the user explicitly requests a Salesforce change.
salesforce-account-brief
Build Salesforce Agentforce Sales account intelligence, meeting prep, opportunity deep dives, contact maps, activity context, account plan context, and recent activity briefs. Use when the user asks for an account or opportunity summary, customer meeting prep, buying committee context, account risks, next-best actions, or a consolidated brief from Salesforce account, opportunity, contact, task, event, account plan, and call records.
salesforce-automation
Run Agentforce Sales MCP workflows beyond ordinary record reads. Use when the user asks to create or get account plans, assign a Contact or Lead to Agentforce Lead Nurturing, summarize a call transcript, query calendar events, or find active Agentforce sales agents.
salesforce-pipeline-review
Review Salesforce Agentforce Sales pipeline, forecast, stale opportunities, hygiene gaps, close-date risk, stage movement, owner rollups, segment rollups, and quarter summaries. Use when the user asks for open pipeline analysis, commit/upside risk review, deals needing manager review, missing next steps, stale activity, calendar context, or opportunities that changed stage, amount, close date, or forecast category.
salesforce-querying
Choose and author Salesforce Agentforce Sales MCP reads. Use when a Salesforce task requires SOQL, metadata discovery, record lookup, UI-aware record details, field filtering, query failure recovery, or explaining why SOSL/pagination is unavailable on this MCP surface.
salesforce-writeback
Safely create or update Salesforce Agentforce Sales records after the user explicitly requests a Salesforce change. Use for updating opportunity next steps, close dates, amounts, stages, creating records, creating account plans, and assigning Contact or Lead targets to Agentforce Lead Nurturing agents.
- Categories
- Made by
- Salesforce · Website
- Sign-in
- On Install
- Capabilities
- Interactive, Read, Write
- Availability
- Not Available · Plan Not Eligible
- Plans
- Business, Enterprise Cbp Usage Based, Hc, Finserv, Education, K12, Enterprise, Edu, Ent26, Team, Self Serve Business Prolite, Self Serve Business Usage Based
- Version
- 0.1.9
- Keywords
- salesforce, sales cloud, crm, soql, agentforce, mcp, records, accounts, leads, pipeline, connectors
- Created
- May 26, 2026
- More info