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Salesforce Hosted MCP Servers went Generally Available at TDX 2026. It is a genuine turning point for how AI assistants interact with your org. Instead of building a custom integration or running a local server, you can now expose your Salesforce data and automation directly through Salesforce-managed infrastructure. You can connect via OAuth, and let Claude query records, run reports, and even trigger flows in natural language. No more clicking through Lightning Experience or waiting on a dev team to build an API layer. In this post, you will learn how to connect Claude to your Salesforce org with Salesforce hosted MCP servers. What is MCP? MCP, or Model Context Protocol, is an open standard that lets AI applications like Claude talk to external tools and data sources in a consistent, predictable way. Think of it as a universal translator. Instead of every AI tool needing its own custom-built connector for every system, an app exposes its capabilities once as an MCP server. Then any MCP-compatible client (Claude, ChatGPT, Cursor, you name it) can plug in and use it. In the Salesforce context, this means an AI agent can run SOQL queries, create or update records, and execute Apex actions or flows. All while Salesforce enforces its usual security model underneath: field-level security, sharing rules, and standard user permissions. You’re not bypassing governance, you’re just adding a new, conversational front door to it. Salesforce ships with a set of standard MCP servers out of the box. You’ll find them in Setup under MCP Servers. Each one is inactive by default. You choose which servers to activate for your use case. For example, sobject-all gives broad read and write access, with 11 tools and 2 prompts. sobject-reads and sobject-mutations split that access into read-only and write-only servers. Let’s see the steps to connect Claude with Salesforce hosted MCP servers. Creating an External Client App Before Claude can connect, Salesforce needs to know it’s allowed in. That’s where an External Client App comes in. Follow these steps to create an External Client App. 1- In Setup, search for External Client App Manager and then create a new one. Give it a name like “Claude MCP Client App” and enter a contact email. 2- Expand the API section and enable OAuth Settings. Set the callback URL to https://claude.ai/api/mcp/auth_callback and add the OAuth scopes mcp_api and refresh_token, offline_access. 3- Make sure that these are checked:Require secret for Refresh Token FlowRequire Proof Key for Code Exchange (PKCE) extension for Supported Authorization FlowsIssue JSON Web Token (JWT)-based access tokens for named users 4- Go to Policies -> OAuth Policies and set Permitted Users to “All users may self-authorize” and set IP Relaxation to Relax IP restrictions. 5- Then, go to Settings and find the Consumer Key and Secret. You will need it later. Activating an MCP Server It’s time to activate an MCP server. This tells Salesforce which tools Claude can actually use. You can pick from the standard servers, or build your own. When you build your own custom MCP Server, you can add standard assets from an MCP Server. You can also add tools like Apex actions, Apex REST, AutaEnabled, Connect, Flows, and Named Query API. Let’s start with the standard option and activate “sobject-all”. Copy the server URL, you will need it later. Connecting Claude to Salesforce With the server activated, you’re ready to bring Claude into the picture. This last step happens on the Claude side, not in Salesforce. Here’s how to set it up. 1- Go to Claude.ai and log in. Click Customize in the left sidebar and then click Connectors. 2- Click Add, then select Add custom connector. Enter a name for the connector, like “Salesforce MCP”. 3- Enter the Server URL (the one you copied in the previous step). 4- Enter your Client Key and Client Secret to Advanced Settings. 5- Click Connect to connect Claude to your Salesforce environment with MCP. It will ask you to login to Salesforce, follow the steps to complete the connection. Testing the Integration After this step, Claude will be connected to your Salesforce environment. From there, you can use natural language to perform actions in Salesforce. After you ask a question, Claude may ask for permission to use the connector. Click Always allow. After allowing Claude to use the Salesforce MCP, it answers the question based on your Salesforce data. Now, let’s ask Claude to visualize the results. And of course, depending on the MCP server you’re using, Claude can do more than just query records. For example, it can create an account and a related contact. In my case, it also flagged that the new account record might be a duplicate, and warned me. The post How to Connect Claude with Salesforce Hosted MCP Servers appeared first on Salesforce Time.

Position Summary: The Creative Strategist is responsible for developing and ensuring fulfilment of the creative pipeline based on company SOPs. The Creative Strategist is responsible for translating performance goals and audience insights into a clear, testable creative direction that drives measurable growth. This role owns creative strategy from ideation through execution and analysis—defining winning beliefs, angles, and archetypes; building and maintaining a structured testing roadmap; and ensuring creative assets are organized, tracked, and optimized over time. Working closely with Media Buyers, Project Managers, and the Edit team, the Creative Strategist ensures creative priorities align with performance data, testing insights, and ICP mindset frameworks. Success in this role is measured by the ability to generate repeatable creative learnings, accelerate testing velocity, and continuously improve concept-level performance through disciplined strategy, collaboration, and reporting. This role requires someone who’s both creative and operationally sharp — a marketer who can move quickly, manage multiple projects, and understand how to make content that resonates with the marketing industry’s most ambitious players. The primary goal of this role is Revenue and Retention Focused. Core Values: High Performance & Excellence We set a high standard, deliver results, and continually raise the bar Integrity & Authenticity We act with honesty, transparency, and consistency — who we say we are is how we show up, bringing our best every day Growth & Innovation We are curious, adaptable, and committed to learning, evolving, and finding better ways to create value Collaborative & Intentional We work as a true team, respecting and challenging each other through uplifting, productive and constructive communication Ownership & Accountability We take responsibility for our roles, our impact, our outcomes, ensuring follow-through with persistence, resourcefulness and intentional urgency Our Mission Completely disrupt the affiliate industry bringing transparency to affiliates Expose every “other network” for putting out unproven offers Bridge the gap between brands and media buyers that want growth Key Responsibility Areas: Creative Strategy: Define winning beliefs & angles, map into archetypes, align with Creative Strategy OS Testing Roadmap: Plan what we test next (angles, archetypes, formats), aligned with MB & DOP priorities Pipeline Management: Create creative requests, manage status inside the Creative Pipeline, and coordinate with Edit Crew Asset Management: Maintain dossiers, IDs, folders, and creative trackers so nothing is lost or duplicated Creative Reporting: Deliver creative insights for internal optimization notes and client-facing reports Performance Analysis: Read Atria/Cometly reports for concept-level learnings (by angle & archetype, not just ad ID) Collaboration and Comms: Sync with MB & POM on priorities, timelines, and issues Mindset and ICP Work: Apply Mindset Marketing Playbook to every new brief (relatability, beliefs, objections) The Ideal Candidate The ideal Creative Strategist is both creatively sharp and operationally disciplined. They have a strong intuition for what makes ads work, grounded in performance data—not personal taste—and can translate insights into clear testing hypotheses, briefs, and scalable frameworks. This person is highly organized, comfortable managing multiple workstreams, and thrives in fast-paced environments where speed, clarity, and accountability matter. They collaborate effectively with Media Buyers, Project Managers, and editors, communicate clearly, and take ownership of creative outcomes end-to-end. A strong candidate is curious, structured, and proactive—constantly learning from performance data, refining ICP understanding, and turning insights into repeatable creative wins. Requirements You’ll succeed in this role if you: Have 2-5 years of experience in creative strategy, performance marketing, or content strategy within an agency or fast-growth marketing environment Have worked closely with media buyers, performance teams, or paid social campaigns, and understands how creative impacts CPA, CTR, and scale (you don’t need to run ads) Understand core performance marketing concepts like funnels, angles, hooks, testing frameworks, and creative iteration Can translate data and insights into clear creative direction, briefs, and test plans that editors and media buyers can execute against Are highly organized and detail-oriented, with experience managing creative pipelines, asset tracking, and documentation without things falling through the cracks Are comfortable working inside tools like Monday, Google Sheets, and Drive to manage requests, reporting, and creative learnings Use AI tools to accelerate ideation, analysis, and documentation while maintaining strong strategic judgment and creative quality Benefits Compensation Total Potential Earnings: $50,000-$65,000 Bonuses: up to $15,000 1099 Full-Time Remote

Reporting to the Sr. Director, Customer Success, the Senior Customer Success Manager is responsible for managing and providing world-class partnerships to their clients and ensuring they are optimizing the use and value of PointClickCare’s solutions. The ideal Senior Customer Success Manager will possess business consulting background and enterprise knowledge that enables them to drive an engagement at the C-level. This position can work remotely and will travel to various client locations as required. Key Responsibilities Owns and delivers joint customer success plan, to help build, grow, and expand client relationships at all levels while driving business alignment on desired outcomes. Act as a Trusted Advisor and Business Partner, providing strategic guidance and a “path to value” to customer Executive Leadership and internal account teams, demonstrating cross functional collaboration. Leverage PointClickCare customer success methodology that provides a prescriptive relationship management experience, anticipating customer challenges and meeting them with solutions. Provide early warning and turnaround strategies that focus on customer health and churn mitigation. Act as a point of escalation, when required, help manage customer expectations, and develop save plans for at-risk accounts. Minimum Qualifications You are passionate about the future of work, and committed to working with teammates to meaningfully impact acute and long-term post-acute care markets that provide care for vulnerable populations. Experience in a customer-facing role within a Saas/tech company Experience in a Healthcare Sales/Account Management/Customer Success Management role with emphasis in managing a book of business, primarily focused on Enterprise customers. Proven track record of sustaining and growing relationships Preferred Qualifications Exceptional relationship builder that is accustomed to taking initiative in fast-paced environments. Strong written and oral communication and presentation skills, plus the ability to work independently in remote environment to deliver customer success. Proven proficiency in data analysis including interpreting and translating results. Bachelor’s degree in a relevant field or equivalent practical experience and experience using a CRM tool (Salesforce and/or Gainsight) At PointClickCare, base salary is one of the many components that make up our total rewards package. The Canadian base salary range for this position is $112,000 – $125,000 (Overtime Non Eligible)+ bonus + benefits. Our salary ranges are determined by job and level. The range displayed on each job posting reflects the target for new hire salaries for the position across all Canadian locations. Within the range, individual compensation is determined by job-related skills and knowledge, relevant experience including professional and lived experience, and/or work location. Your recruiter can share more information about our total rewards package during the hiring process. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. At PointClickCare, base salary is one of the many components that make up our total rewards package. The Canadian base salary range for this position is $112,000 – $125,000 (Overtime Non Eligible)+ bonus + benefits. Our salary ranges are determined by job and level. The range displayed on each job posting reflects the target for new hire salaries for the position across all Canadian locations. Within the range, individual compensation is determined by job-related skills and knowledge, relevant experience including professional and lived experience, and/or work location. Your recruiter can share more information about our total rewards package during the hiring process.

For years, pulling the “Export Reports” permission was the go-to move for admins trying to lock down data leakage. Take it away from a profile or permission set (or better yet, never give it in the first place), and that user can no longer hit the Export button on a report and walk away with a CSV. Problem solved — or so we thought. I was having a Pilsner (OK maybe two…) with good friends Evan Ponter and Rich Nevin at Czech Dreamin’ and we were discussing all the capabilities of AI combined with Salesforce when one concerning revelation came up.AI tools connecting to Salesforce through MCP (Model Context Protocol) servers (Claude as an example) have quietly reopened that door. Not through a bug, and not through a permission escalation. Through something much simpler: the AI is reading data the user was always allowed to read, and nothing in the platform stops it from handing that data back as a file. What “Export Reports” Actually Controls It’s worth being precise here, because the permission is narrower than most admins assume. Export Reports (technically ExportReport in the API) only governs one thing: the Export button inside the Reports & Dashboards UI. It does not touch: Object or field-level access (CRUD/FLS) Record-level access (OWD, role hierarchy, sharing rules) The API Enabled permission Bulk API, REST API, SOQL, or Tooling API access Data Loader or any other integration pathway In other words, Export Reports was never a data access control. It was a control on one specific UI affordance. Any user with standard read access to a queryable object could always get that same data out through Workbench, Data Loader, a custom Apex REST endpoint, or a dozen other paths — provided API Enabled was on. Where the MCP Server Fits In A Salesforce MCP server (whether it’s the native Salesforce-hosted MCP endpoint or a custom-built one) authenticates as a specific Salesforce user, typically through an External Client App using OAuth. Once connected, an AI agent like Claude can issue SOQL queries, call getObjectSchema, pull related records, and so on — all as that user. This is actually the reassuring part: the connection is not a backdoor. Every query the AI runs is subject to the exact same enforcement as if the user had opened Workbench and typed the query themselves: Object-level security — if the user can’t read the object, the AI can’t either. Field-level security — fields hidden by FLS simply don’t come back in the result set. Record-level access — OWD, sharing rules, role hierarchy, and manual shares all apply. A rep with a private OWD on Opportunities only gets their own records back, AI or no AI. So from a pure data-governance standpoint, the MCP connection is doing exactly what it should. The AI isn’t bypassing FLS, isn’t running as an elevated service account, and isn’t reaching data the user shouldn’t see. So Where’s the Gap? The gap is downstream of the query, not in the query itself. Once Claude (or any MCP-connected AI) has retrieved a result set the user was fully entitled to see, there is nothing in the Salesforce permission model that governs what happens to that data after it leaves the API. If the user asks the AI to “put this into a downloadable CSV,” the AI is just formatting text — the same way it would format a table, a summary, or an email draft. That’s not an export in the Salesforce sense at all; it’s a transcription. This means a user who has had Export Reports explicitly revoked — specifically to stop them from bulk-extracting report data — can still ask an AI connected via MCP to: Run the equivalent query behind that report, Return the records the user already has access to, and Format the output as a CSV, spreadsheet, or formatted table. The permission that was supposed to stop the export was never actually in the request path. It only ever guarded the Export button. This Isn’t Unique to AI — But AI Makes It Effortless To be fair to the technology: this gap has existed since the day API Enabled and Data Loader existed. A user with API access and object read permissions could always script this. What’s changed is the effort curve. Previously, working around a revoked export permission required knowing how to use Workbench, write SOQL, or configure Data Loader — a real, if modest, technical barrier. Now it just requires typing a sentence into a chat window. The control gap was always there; AI connectors just removed the last bit of friction protecting it. What Actually Controls This If your goal is genuinely to prevent a user from bulk-extracting data — not just clicking Export on a report — the permission to look at is API Enabled, not Export Reports. Revoking API Enabled blocks REST, SOQL, Bulk API, Data Loader, and any MCP-based tool, because all of them authenticate through the API layer. A few practical takeaways for admins evaluating AI connectors: Treat MCP-connected AI tools like any other integration user. Review the permissions the External Client App authenticates as, not just what the human user can click in the UI. API Enabled is your actual export control, not Export Reports. If a user shouldn’t be bulk-extracting data through any channel, this is the permission that matters. Field- and record-level security still do their job. Don’t over-rotate into thinking AI connectors are a hole in your sharing model — they’re not. FLS, OWD, and sharing rules are enforced exactly as designed. Monitor, don’t just restrict. Event Monitoring (or Shield) can surface unusual query volume or API activity tied to a connected app, which is a more realistic control than trying to block every downstream formatting behavior. Scope the External Client App narrowly. If you’re standing up a Salesforce MCP server for a subset of users, give it its own connected app with deliberate OAuth scopes rather than reusing a broad existing integration user. Revisit least-privilege at

TurFresh â€” The Market Leader in Artificial Turf Cleaning  TurFresh is the original creator and market leader in artificial turf cleaning and maintenance services. We currently operate across multiple U.S. states and are expanding rapidly due to increasing demand and strong inbound lead volume.  We are seeking a high-performing inbound sales professional who can move quickly, communicate confidently, and consistently convert inbound leads into customers. This role is built for someone who thrives in a fast-paced environment and holds themselves to a high standard of performance and follow-through.  This is a full-time remote contractor position focused on:  inbound lead conversion  consultative selling  customer reactivation  maintenance plan conversion  high-volume follow-up  This is not a heavy outbound cold-calling role.  Our sales team works primarily with homeowners who are actively searching for solutions through:  Google Search  Paid Ads  Website Inquiries  Inbound Calls  Existing Customer Follow-Up Campaigns  We currently support the Pacific time zone but are actively expanding additional coverage across Central and Eastern time zones, including increased weekend coverage.  n Responsibilities Respond rapidly to inbound leads and estimate requests  Handle inbound calls and web inquiries professionally and efficiently  Re-engage past customers and unsold opportunities  Convert one-time customers into maintenance plans when appropriate  Maintain strong close rates and follow-up consistency  Build trust quickly with homeowners through consultative selling  Accurately track pipeline and communication inside the CRM  Maintain speed-to-lead and strong pipeline management  Ideal Candidate Proven inbound sales closer  Fluent, professional-level English communication skills with the ability to communicate naturally and confidently with U.S.-based homeowners  Strong phone and communication skills  Terrific, authentic personality who can build trust quickly with clients  Comfortable representing a premium market-leading brand and selling based on value, reliability, and quality rather than discounts  Strong consultative selling ability with confidence handling higher-end homeowners  High sense of urgency and responsiveness  Organized and disciplined with follow-up  Comfortable handling high lead volume  Self-managed and accountable in a remote environment  Strong ownership mentality and professionalism  Preferred Background Home services or other industries where the full service is sold remotely over the phone  Experience in high-converting phone sales environments such as medical equipment, elective healthcare, dental, legal, home improvement, or premium recurring services  HVAC, pest control, roofing, landscaping, pool, or recurring service industries  High-volume inbound sales environments  CRM experience (GHL, Jobber, HubSpot, Salesforce, etc.)  Compensation  Compensation  Compensation structure includes:  Ramp-up base compensation plus commission  Commission on services sold  Additional bonuses tied to maintenance plan conversions  Opportunity to transition into a higher variable / commission-focused compensation structure over time  This role is designed with strong upside potential for high performers who can consistently handle high lead volume, maintain strong close rates, and convert maintenance plans at a high level.  This is a full-time dedicated contractor role. We are looking for someone who wants to grow with the company long-term and be fully focused on TurFresh, our customers, and our sales operation.  Why Join TurFresh  Industry leader and category creator  High inbound lead volume  Established systems and strong marketing engine  Fully remote flexibility  Clear path for earnings growth and advancement  n TurFresh has built its reputation by caring deeply about customer experience and doing things the right way. Our team is intentionally small, and every person here makes a real impact. We’re looking for someone authentic, accountable, professional, and proud to represent a premium brand well.

We’re hiring on behalf of a Haystack partner! The Role • Manage and update product content across a major North American eCommerce platform for both desktop and mobile. • Collaborate with Merchandising, Product Marketing, Ecommerce, and Creative teams to ensure product pages are accurate and engaging. • Review digital assets and marketing campaigns to maintain accuracy and adhere to style guidelines. • Submit and track creative requests for web content updates. • Analyze website data and customer feedback to propose enhancements to the online shopping experience. What You’ll Need • Bachelor’s degree, with a preference for majors in Merchandising, Marketing, or Communications. • 1+ years of experience in a marketing or project management role. • Proficiency in Microsoft Office, particularly Excel and Word. • Familiarity with digital marketing, web analytics, or GA4/Google Analytics is a plus. What’s On Offer • Competitive annual salary. • Multiple bonus programs. • Comprehensive health insurance coverage. • Generous paid time off and paid holidays. Apply via Haystack today!