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Think of this wiki as the “director’s commentary” for Salesforce's hosted MCP servers. It provides opinionated guidance, advanced patterns, and community tips that complement the official documentation. Where we touch on topics that the official docs also cover, we add extra context explaining why something matters — just like the director's commentary on a DVD. The official docs will tell you what to do; where possible, this wiki tells you why we made the choices we made, and what we’ve learned from working with customers and partners along the way.
This is not the definitive setup or developer guide. If you’re looking for step-by-step instructions, start with the official docs (linked below).
We’ve grouped the documentation into three layers, each with a distinct purpose:
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Help & Training (help.salesforce.com) — Teaches you to drive the car. Admin setup, point-and-click configuration, enabling and managing servers.
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Developer Docs (developer.salesforce.com) — The owner's manual. Technical reference, authentication details, client setup, server and tool reference, troubleshooting.
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This Wiki (GitHub) — The mechanic's forum. Opinionated guidance, advanced patterns, community tips, and candid discussion of rationale and trade-offs. The repo also offers Issues so you can share your feature ideas and suggestions for documentation improvements.
For a deeper explanation of this model and a table mapping common questions to the right source, see Where to Find Documentation.
The following steps aren’t strictly sequential — you can handle prerequisites as you encounter them — but this is a logical order:
- Confirm your org is eligible — Confirming Availability (wiki) explains editions, activation, and edge cases
- Configure an External Client App — Official setup guide for step-by-step; Configuring an External Client App (wiki) for the why behind each setting
- Activate MCP servers — Official guide covers per-server activation in Setup
- Connect your MCP client — Official client connection overview for per-client setup; Connecting Your MCP Client (wiki) for URL patterns, terminology, and tips
- Test your connection — Testing and Evaluating Your MCP Client (wiki) covers validation, agent effectiveness, and rollout guidance
- Quick Start Guide — Fastest path from zero to working connection
- Confirming Availability — Org eligibility and server activation
- Configuring an External Client App — Deep dive on authentication settings and rationale
- Connecting Your MCP Client — Client setup, URL patterns, and My Domain
- Testing and Evaluating Your MCP Client — Validation, agent effectiveness, and incremental rollout
- Testing and Debugging with Postman — Direct tool testing, debugging checklist, and response interpretation
- Security and Permissions — Permission strategies, MCP gateways, and the philosophy behind our approach
- FAQ — Common questions and quick answers
- Known Limitations — Current constraints and workarounds
- Client Tips and Troubleshooting — Per-client tips and the "is it the client or the server?" workflow
- Where to Find Documentation — Three-source model explained