Adicionar contact to campaign
Adicionar contact to campaign no Salesforce.
CRM IA
Um CRM que se constrói sozinho e lembra de tudo.
Max
Um agente de IA pessoal para cada membro da equipe.
Agentes IA
Escale sua equipe com trabalhadores digitais.
Workflows
Automatize processos de ponta a ponta.
Integrações
Conecta-se às ferramentas que você já usa.
Guia
CRM com IA para WhatsApp
Seu manual para gerir vendas e suporte no WhatsApp com IA.
Baixar o guiaFrontlineCRM com IA para WhatsApp
Casos de sucesso
Estudos de caso e histórias de sucesso.
Blog
Novidades e atualizações do produto.
Central de ajuda
Saiba mais sobre os recursos da Frontline.
Documentação para desenvolvedores
Comece a construir com a API da Frontline.
Segurança e Certificações
Segurança, conformidade e privacidade de dados.
Guia
CRM com IA para WhatsApp
Seu manual para gerir vendas e suporte no WhatsApp com IA.
Baixar o guiaFrontlineCRM com IA para WhatsApp
Conecte Salesforce ao CRM com IA do Frontline
Dê ao Max acesso controlado a contas, contatos, leads, oportunidades, campanhas, tarefas, notas, arquivos, relatórios, dashboards, list views, pesquisas, SObjects, ações composite e recursos UI API do Salesforce.
Inclui
Servidor MCP
207Use as ferramentas disponíveis do Salesforce por este servidor.
Triggers de workflows
6Inicie workflows a partir dos eventos verificados desta integração.
Experimente o Salesforce com o Frontline
Descreva o resultado. Max ou um workflow do Studio cuida do restante.
SalesforceFerramentas disponíveis do Salesforce
Dê ao Max e à sua força de trabalho de IA as 207 ações verificadas do Salesforce.
Adicionar lead to campaign
Adicionar lead to campaign no Salesforce.
Adicionar opportunity line item
Adicionar opportunity line item no Salesforce.
Apply lead assignment rules
Apply lead assignment rules no Salesforce.
Associate contact to account
Associate contact to account no Salesforce.
Clone opportunity with products
Clone opportunity with products no Salesforce.
Clone record
Clone record no Salesforce.
Close or abort a job
Close or abort a job no Salesforce.
Complete task
Complete task no Salesforce.
Composite graph
Composite graph no Salesforce.
Criar account
Criar account no Salesforce.
Criar a record
Criar a record no Salesforce.
Criar campaign
Criar campaign no Salesforce.
Criar contact
Criar contact no Salesforce.
Criar custom object
Criar custom object no Salesforce.
Criar lead
Criar lead no Salesforce.
Criar note
Criar note no Salesforce.
Criar opportunity
Criar opportunity no Salesforce.
Criar s object record
Criar s object record no Salesforce.
Criar task
Criar task no Salesforce.
Custom invocable actions
Custom invocable actions no Salesforce.
Excluir account
Excluir account no Salesforce.
Excluir campaign
Excluir campaign no Salesforce.
Excluir contact
Excluir contact no Salesforce.
Excluir file
Excluir file no Salesforce.
Excluir job query
Excluir job query no Salesforce.
Excluir lead
Excluir lead no Salesforce.
Excluir note
Excluir note no Salesforce.
Excluir opportunity
Excluir opportunity no Salesforce.
Excluir sobject
Excluir sobject no Salesforce.
Describe global
Describe global no Salesforce.
Execute sosl search
Execute sosl search no Salesforce.
File information
File information no Salesforce.
File shares
File shares no Salesforce.
Obter account
Obter account no Salesforce.
Obter all custom objects
Obter all custom objects no Salesforce.
Obter all fields for object
Obter all fields for object no Salesforce.
Obter all navigation items
Obter all navigation items no Salesforce.
Obter an app
Obter an app no Salesforce.
Obter api
Obter api no Salesforce.
Obter apps
Obter apps no Salesforce.
Obter a batch of records
Obter a batch of records no Salesforce.
Obter a directory of supported objects
Obter a directory of supported objects no Salesforce.
Obter campaign
Obter campaign no Salesforce.
Obter chatter resources
Obter chatter resources no Salesforce.
Obter child records
Obter child records no Salesforce.
Obter compact layouts
Obter compact layouts no Salesforce.
Obter composite resources
Obter composite resources no Salesforce.
Obter consent
Obter consent no Salesforce.
Obter consent
Obter consent no Salesforce.
Obter contact
Obter contact no Salesforce.
Obter dashboard
Obter dashboard no Salesforce.
Obter data uiapi actions list view
Obter data uiapi actions list view no Salesforce.
Obter file content
Obter file content no Salesforce.
Obter global actions
Obter global actions no Salesforce.
Obter job failed record results
Obter job failed record results no Salesforce.
Obter job info query
Obter job info query no Salesforce.
Obter job query result
Obter job query result no Salesforce.
Obter job successful record results
Obter job successful record results no Salesforce.
Obter job unprocessed record results
Obter job unprocessed record results no Salesforce.
Obter last selected app
Obter last selected app no Salesforce.
Obter lead
Obter lead no Salesforce.
Obter limits
Obter limits no Salesforce.
Obter limits recordcount
Obter limits recordcount no Salesforce.
Obter list view for an object
Obter list view for an object no Salesforce.
Obter list view metadata batch
Obter list view metadata batch no Salesforce.
Obter list view metadata per api name
Obter list view metadata per api name no Salesforce.
Obter list view records per api name
Obter list view records per api name no Salesforce.
Obter list view records per ID
Obter list view records per ID no Salesforce.
Obter list view results
Obter list view results no Salesforce.
Obter lookup field suggestions
Obter lookup field suggestions no Salesforce.
Obter most recently used list view records
Obter most recently used list view records no Salesforce.
Obter mru list view metadata
Obter mru list view metadata no Salesforce.
Obter note
Obter note no Salesforce.
Obter opportunity
Obter opportunity no Salesforce.
Obter org limits
Obter org limits no Salesforce.
Obter parameterizedsearch
Obter parameterizedsearch no Salesforce.
Obter photo actions
Obter photo actions no Salesforce.
Obter picklist values by record type
Obter picklist values by record type no Salesforce.
Obter quick actions
Obter quick actions no Salesforce.
Obter record edit page actions
Obter record edit page actions no Salesforce.
Obter related list actions
Obter related list actions no Salesforce.
Obter related list prefs batch
Obter related list prefs batch no Salesforce.
Obter search layout
Obter search layout no Salesforce.
Obter search result layouts
Obter search result layouts no Salesforce.
Obter sobjects sobject describe approvallayouts
Obter sobjects sobject describe approvallayouts no Salesforce.
Obter sobject approval layouts
Obter sobject approval layouts no Salesforce.
Obter sobject listviews
Obter sobject listviews no Salesforce.
Obter sobject quick action default values
Obter sobject quick action default values no Salesforce.
Obter sobject relationship
Obter sobject relationship no Salesforce.
Obter support
Obter support no Salesforce.
Obter support knowledge articles
Obter support knowledge articles no Salesforce.
Obter s objects
Obter s objects no Salesforce.
Obter s objects describe layouts record type ID
Obter s objects describe layouts record type ID no Salesforce.
Obter s objects updated
Obter s objects updated no Salesforce.
Obter s object by external ID
Obter s object by external ID no Salesforce.
Obter s object collections
Obter s object collections no Salesforce.
Obter s object list view
Obter s object list view no Salesforce.
Obter s object quick action default values
Obter s object quick action default values no Salesforce.
Obter s object record
Obter s object record no Salesforce.
Obter theme
Obter theme no Salesforce.
Obter uiapimru list info account
Obter uiapimru list info account no Salesforce.
Obter uiapi actions mru list account
Obter uiapi actions mru list account no Salesforce.
Obter uiapi list info account all accounts
Obter uiapi list info account all accounts no Salesforce.
Obter uiapi list info account recent
Obter uiapi list info account recent no Salesforce.
Obter uiapi list info account search result
Obter uiapi list info account search result no Salesforce.
Obter uiapi lookups opportunity account ID
Obter uiapi lookups opportunity account ID no Salesforce.
Obter uiapi related list preferences
Obter uiapi related list preferences no Salesforce.
Obter ui api actions lookup account
Obter ui api actions lookup account no Salesforce.
Obter ui api actions record related list
Obter ui api actions record related list no Salesforce.
Obter ui api apps user nav items
Obter ui api apps user nav items no Salesforce.
Obter ui api list info recent
Obter ui api list info recent no Salesforce.
Obter ui api mru list records account
Obter ui api mru list records account no Salesforce.
Obter ui api records batch
Obter ui api records batch no Salesforce.
Obter ui api records batch recordids
Obter ui api records batch recordids no Salesforce.
Obter ui api record ui
Obter ui api record ui no Salesforce.
Obter user info
Obter user info no Salesforce.
Obter user password expiration status
Obter user password expiration status no Salesforce.
Head actions custom
Head actions custom no Salesforce.
Head actions standard
Head actions standard no Salesforce.
Head appmenu salesforce
Head appmenu salesforce no Salesforce.
Head process rules s object
Head process rules s object no Salesforce.
Head quick actions
Head quick actions no Salesforce.
Head sobjects global describe layouts
Head sobjects global describe layouts no Salesforce.
Head sobjects quick
Head sobjects quick no Salesforce.
Head sobjects user password
Head sobjects user password no Salesforce.
Head sobject quick action default values
Head sobject quick action default values no Salesforce.
Listar accounts
Listar accounts no Salesforce.
Listar analytics templates
Listar analytics templates no Salesforce.
Listar campaigns
Listar campaigns no Salesforce.
Listar contacts
Listar contacts no Salesforce.
Listar dashboards
Listar dashboards no Salesforce.
Listar email templates
Listar email templates no Salesforce.
Listar leads
Listar leads no Salesforce.
Listar notes
Listar notes no Salesforce.
Listar opportunities
Listar opportunities no Salesforce.
Listar pricebooks
Listar pricebooks no Salesforce.
Listar pricebook entries
Listar pricebook entries no Salesforce.
Listar reports
Listar reports no Salesforce.
Listar view results
Listar view results no Salesforce.
Log call
Log call no Salesforce.
Log email activity
Log email activity no Salesforce.
Mass transfer ownership
Mass transfer ownership no Salesforce.
Parameterized search
Parameterized search no Salesforce.
Parameterized search post
Parameterized search post no Salesforce.
Modificar composite sobjects
Modificar composite sobjects no Salesforce.
Modificar s object by ID
Modificar s object by ID no Salesforce.
Modificar ui api records
Modificar ui api records no Salesforce.
Post composite graph
Post composite graph no Salesforce.
Post composite sobjects
Post composite sobjects no Salesforce.
Post composite sobjects sobject
Post composite sobjects sobject no Salesforce.
Post composite tree sobjectname
Post composite tree sobjectname no Salesforce.
Post parameterized search
Post parameterized search no Salesforce.
Post sobjects sobject ID
Post sobjects sobject ID no Salesforce.
Post sobject quick actions
Post sobject quick actions no Salesforce.
Post uiapi lookups case contact ID
Post uiapi lookups case contact ID no Salesforce.
Post uiapi lookups opportunity account ID
Post uiapi lookups opportunity account ID no Salesforce.
Post ui api records
Post ui api records no Salesforce.
Post ui api related list records contacts
Post ui api related list records contacts no Salesforce.
Query
Query no Salesforce.
Query all
Query all no Salesforce.
Quick actions
Quick actions no Salesforce.
Remover from campaign
Remover from campaign no Salesforce.
Retrieve lead by ID
Retrieve lead by ID no Salesforce.
Retrieve opportunities data
Retrieve opportunities data no Salesforce.
Retrieve specific contact by ID
Retrieve specific contact by ID no Salesforce.
Run report
Run report no Salesforce.
Run soql query
Run soql query no Salesforce.
Buscar
Buscar no Salesforce.
Buscar accounts
Buscar accounts no Salesforce.
Buscar campaigns
Buscar campaigns no Salesforce.
Buscar contacts
Buscar contacts no Salesforce.
Buscar leads
Buscar leads no Salesforce.
Buscar notes
Buscar notes no Salesforce.
Buscar opportunities
Buscar opportunities no Salesforce.
Buscar result layouts
Buscar result layouts no Salesforce.
Buscar suggested queries
Buscar suggested queries no Salesforce.
Buscar suggest title matches
Buscar suggest title matches no Salesforce.
Buscar tasks
Buscar tasks no Salesforce.
Send email
Send email no Salesforce.
Send email from template
Send email from template no Salesforce.
Send mass email
Send mass email no Salesforce.
Configurar user password
Configurar user password no Salesforce.
Sobject collections create
Sobject collections create no Salesforce.
Sobject collections delete
Sobject collections delete no Salesforce.
Sobject platformaction
Sobject platformaction no Salesforce.
Sobject rows update
Sobject rows update no Salesforce.
Sobject tree
Sobject tree no Salesforce.
Standard invocable actions
Standard invocable actions no Salesforce.
S object approval layouts
S object approval layouts no Salesforce.
S object rows delete
S object rows delete no Salesforce.
S object user password
S object user password no Salesforce.
Tooling query
Tooling query no Salesforce.
Atualizar account
Atualizar account no Salesforce.
Atualizar a favorite
Atualizar a favorite no Salesforce.
Atualizar a record
Atualizar a record no Salesforce.
Atualizar campaign
Atualizar campaign no Salesforce.
Atualizar contact
Atualizar contact no Salesforce.
Atualizar lead
Atualizar lead no Salesforce.
Atualizar list view preferences
Atualizar list view preferences no Salesforce.
Atualizar note
Atualizar note no Salesforce.
Atualizar opportunity
Atualizar opportunity no Salesforce.
Atualizar related list preferences
Atualizar related list preferences no Salesforce.
Atualizar task
Atualizar task no Salesforce.
Enviar file
Enviar file no Salesforce.
Enviar job data
Enviar job data no Salesforce.
Criar ou atualizar s object by external ID
Criar ou atualizar s object by external ID no Salesforce.
Triggers disponíveis do Salesforce
Inicie workflows e rotinas a partir de eventos verificados.
Novo contato
Inicie um workflow quando um contato for criado.
Novo lead
Inicie um workflow quando um lead for criado.
Oportunidade nova ou atualizada
Inicie um workflow quando uma oportunidade for criada ou atualizada.
Conta criada ou atualizada
Inicie um workflow quando uma conta for criada ou atualizada.
Contato atualizado
Inicie um workflow quando um contato for atualizado.
Registro SObject atualizado
Inicie um workflow quando um registro SObject for atualizado.
Salesforce + Frontline
Coloque o Salesforce para trabalhar no Frontline
Dê ao Max acesso controlado a contas, contatos, leads, oportunidades, campanhas, tarefas, notas, arquivos, relatórios, dashboards, list views, pesquisas, SObjects, ações composite e recursos UI API do Salesforce.
Claude Opus 4.8Operações de CRM enterprise
Peça ao Max para gerenciar contas, contatos, leads, oportunidades, campanhas, tarefas, relatórios, arquivos e registros SObject.
Por que usar o Frontline para Salesforce MCP
Trabalho em contexto
As ações do Salesforce podem fazer parte do trabalho do Max e do Studio.
IA que pode agir
O Frontline combina contexto com 207 ferramentas verificadas.
Max e Studio
Use Max para pedidos individuais e Studio para trabalhos repetíveis.
6 triggers verificados
Inicie workflows somente a partir dos eventos verificados.
O que é Salesforce MCP?
Model Context Protocol (MCP) é um padrão aberto que conecta aplicações de IA a sistemas externos. Esta conexão oferece acesso controlado às 207 ferramentas verificadas do Salesforce.
Model Context ProtocolO que você pode fazer com Salesforce MCP
Adicionar contact to campaign
Adicionar contact to campaign no Salesforce.
Adicionar lead to campaign
Adicionar lead to campaign no Salesforce.
Adicionar opportunity line item
Adicionar opportunity line item no Salesforce.
Apply lead assignment rules
Apply lead assignment rules no Salesforce.
Associate contact to account
Associate contact to account no Salesforce.
Clone opportunity with products
Clone opportunity with products no Salesforce.
Perguntas frequentes sobre Salesforce MCP
Tem outra pergunta? Você pode falar com nossa equipe.