Overview
Brings a dataset you already pay for into the same view as your AI visibility, read with your own credentials.
How it works
Before you start: Enable the server in Setup → MCP Servers first.
- 1In Salesforce, go to Setup → MCP Servers and enable a server.
- 2Note the server name, then connect with your Salesforce login.
Key benefits
- Read Salesforce data you already pay for beside your AI visibility, without a second subscription to view it in.
- Read-only and scoped by you, so connecting it changes nothing on your side.
- One view for what AI answers say and what the traffic then does.
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