Choose the right setup
Salesforce MCP: official option or Adzviser?
Salesforce's MCP servers let AI assistants change CRM records and run Salesforce automations. Adzviser keeps Salesforce access read-only and connects CRM results with marketing performance.
Update Salesforce records and run automations
- SetupEnable a Salesforce MCP server and authorize an AI assistant with Salesforce permissions
- PermissionsCan read, create, update or delete records and run permitted Flows or Apex actions
- Reporting scopeSalesforce only: work with the data and automations exposed by that server
Best for: Salesforce administrators and technical teams that want AI assistants to update records and run automations.
Read Salesforce's documentation →Report on Salesforce across channels
- SetupConnect Salesforce once in Adzviser; no Salesforce MCP server enablement is required
- PermissionsRead-only: analyze leads, opportunities, pipeline and revenue without changing Salesforce
- Reporting scopeCross-channel: compare Salesforce outcomes with ads, analytics and lifecycle sources
Best for: marketing and revenue teams that want read-only reporting across Salesforce and marketing sources.
Start with Adzviser →Prompt ideas
Salesforce prompts to try
Weekly Pipeline Summary
Get a weekly snapshot of your Salesforce pipeline.
Pipeline Velocity Optimization
Identify and fix pipeline bottlenecks.
Sales Funnel Analysis
Analyze the complete sales funnel.
Setup
Connect Salesforce MCP in three steps
Connect Salesforce to Adzviser
Create a workspace. In Adzviser, sign in to Salesforce and allow Adzviser to read its reporting data.
Connect Adzviser to your AI assistant
For Claude, choose Adzviser in the connector directory. For ChatGPT, add the Adzviser plugin. For another supported AI tool, use https://mcp.adzviser.com/http.
Ask your first question
Open Adzviser in your AI assistant and ask what you want to know about Salesforce.
Quick connection check
List my connected Salesforce organizations and show the Adzviser workspace for each. After I choose one, return "Account annual revenue" for the last 7 complete days.
Try a deeper analysis
Analyze Salesforce pipeline velocity for the workspace I choose during the last 30 complete days. For each stage: Average Days, Conversion Rate, and Stalled Count. Compare won vs lost deal velocity. Which stages slow down winning deals? Recommend specific actions to accelerate the pipeline.
Reporting coverage
