> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Salesforce

> Connect Salesforce to Dovetail through its hosted MCP server so chat and agents can work with live Salesforce data.

Give chat and Agents live access to Salesforce through its hosted MCP server. (Separate from Salesforce Service Cloud case sync.

<Tooltip tip="Add tooltip text">You need Salesforce System Admin access, one-time per org. Connected Apps aren’t supported—hosted MCP requires an External Client App.</Tooltip>

## 1. Build the MCP server (optional)

Skip this step if you’re using a standard server like `sobject-all`.

If the standard servers give more or less than you want, you can curate your own instead — combining tools from multiple standard servers, or adding tools backed by your own Apex, Flows, or APIs.

1. Go to **Setup → Quick Find → API Catalog → MCP Servers**.
2. Click **Create Salesforce MCP Server**.
3. Enter a unique label, name, and description → **Create**.
4. Make sure the server is deactivated, then click **Add Server Assets → Add Tools** to map in Apex actions, Apex REST/AuraEnabled APIs, Flows, Named Query APIs, or Agentforce agents.

Scope custom servers to a persona (e.g. a "sales rep" server or "data hygiene" server) rather than exposing everything in one place — clients tend to pick tools less reliably once there are more than a few dozen to choose from.

## 2. Enable the hosted MCP server (Salesforce)

Servers are off by default; an admin turns them on.

1. Go to **Setup → Quick Find → MCP Servers** (under API Catalog) → open **Salesforce Servers** (or your custom server from step 1).
2. Toggle on the server(s) you need. Common standard ones:
   * `sobject-all` — full read/write/query across standard and custom objects (still bound by the user’s FLS, object perms, and sharing rules).
   * `salesforce-api-context` — object metadata / API context.
   * `metadata-experts` — metadata generation (Beta).

<Tooltip tip="Add tooltip text">Activation takes \~2 min.</Tooltip>

## 3. Create the External Client App (Salesforce)

1. Go to **Setup → Quick Find → External Client App Manager → New External Client App**.
2. Fill in **Basic Information**, expand **API (Enable OAuth Settings)**, check **Enable OAuth**.
3. Set the **Callback URL**:
   ```text theme={null}
   https://dovetail.com/account/integration/oauth/mcp
   ```
4. Under **Selected OAuth Scopes**, add only:
   * Access MCP servers (`mcp_api`)
   * Perform requests at any time (`refresh_token`)
5. **Check**:
   * Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
   * Issue JSON Web Token (JWT)-based access tokens for named users
6. **Leave unchecked**:
   * Enable Authorization Code and Credentials Flow
   * Enable Client Credentials Flow
   * Require Secret for Web Server Flow
   * Require Secret for Refresh Token Flow
7. **Save**.

<Tooltip tip="Add tooltip text">The External Client App can take up to \~30 min to become usable after saving. </Tooltip>

## 4. Copy two values

* **Consumer Key** — the app → **Settings → OAuth Settings → Consumer Key and Secret** (enter the emailed verification code).
* **MCP server URL** — from the MCP Servers connection details.

## 5. Connect from Dovetail

1. In an agent, go to **External tools → Salesforce → Connect** (or use the connector picker in chat).
2. Paste the **MCP server URL** and **Consumer Key**.
3. Approve the Salesforce popup.
4. Toggle Salesforce on per agent.

<Tooltip tip="Add tooltip text">Connection is per-person. </Tooltip>