CONNECT SALESFORCE TO MUSE
Set up Salesforce reporting in Muse
Adzviser retrieves the source data through its MCP reporting tools. Muse uses those results to answer your questions. Connect the source in Adzviser, then authorize Muse to use that connection.
Connect Salesforce in Adzviser
In Adzviser, sign in to Salesforce and allow Adzviser to read its reporting data. Add the source to the workspace you want to use in Muse.
Open Adzviser setup →Authorize Adzviser in Muse
Open Muse.ai and send: “Can you connect to custom Adzviser MCP at https://mcp.adzviser.com/http?” Select Connect on the Adzviser card, sign in to Adzviser, and select Complete Authorization via MCP. Return to Muse.
https://mcp.adzviser.com/httpVerify the first result
Ask Muse to list your Adzviser workspaces and their sources. Choose the workspace and confirm the organization. Request a small report for a known period before expanding the analysis.
The Adzviser reporting connection is read-only. It can retrieve data for analysis; it cannot edit source records or campaigns.
A USEFUL FIRST SALESFORCE REPORT
Review the open pipeline and closing period separately
Build a report you can check
For one Salesforce organization, request current open opportunity counts and amounts by stage and owner where compatible. Create a separate table of closed-won opportunities for the selected close-date period. State whether each filter uses creation date or close date and keep currency visible before combining monetary amounts.
Use opportunity status as a reporting boundary
Open opportunity amount represents potential business; closed-won amount is a sales-system outcome and is not automatically recognized accounting revenue. Current records also do not establish the exact historical stage of an opportunity without suitable history. Ask Muse to state what the available report can support.
Prepare an opportunity review list
Ask Muse to identify the stages or owners with the largest share of open amount and show the contributing opportunity counts. Request a concise set of review questions about timing, stage progress and missing information, with observations separated from proposed explanations.
Metrics for this report: Opportunity count; Opportunity amount.
Relevant breakdowns: Opportunity stage; Opportunity close date; Opportunity owner.
These are starting fields, not a promise that every combination belongs in one report. Use separate requests for different reporting levels and check the full field catalog for additional coverage.
COPY INTO MUSE
Run your first Salesforce analysis
Paste this after connecting. Change the period or research subject to match your question, and let Muse confirm the selection before retrieving results.
Use Adzviser to analyze Salesforce. List my workspaces and ask which connected organization to use. For one Salesforce organization, request current open opportunity counts and amounts by stage and owner where compatible. Create a separate table of closed-won opportunities for the selected close-date period. State whether each filter uses creation date or close date and keep currency visible before combining monetary amounts. Use these metrics in compatible reports: Opportunity count, Opportunity amount. Relevant breakdowns: Opportunity stage, Opportunity close date, Opportunity owner. Check field compatibility and use separate tables for different reporting levels. State the actual reporting dates or observation window. Show the supporting rows, then give a short conclusion and one next investigation. Label missing data and separate observed changes from possible explanations.
