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#Integration69 人がディスカッション中

Hi, 

 

I am trying to connect to sf hosted mcp server using named query api as a tool(was trying something related to headless 360). 

 

Not able to connect MCP Server which uses Named Query API as tool

 

Above is screenshot for Named Query API in org. I have enabled this in API catalog too. I have tried connecting this MCP server as a claude connector. Still getting issues. Am I missing something here ?  

 

image.png

 

Can someone please suggest if I am missing something here ? 

 

 

 

#Integration

2 件の回答
  1. 6月26日 20:19

    @Amiya Das Sandip's right, fix the casing first, that's definitely causing the query to fail.

    But even after that, getting the SF-hosted MCP server talking to Claude cleanly is its own headache. A few things that have caught people out: 

     

    Your connected app needs cdp_query_api scope explicitly — general api scope isn't enough for Named Query / Data Cloud endpoints. 

    Double check the MCP server URL is your org-specific one, not a generic Salesforce endpoint. 

    Claude's MCP connector can be finicky with Salesforce's OAuth flow specifically, it doesn't always complete the handshake correctly even when everything looks right on the Salesforce side. 

     

    If you've sorted the query bug and the connection is still unreliable , I've seen people work around it by routing through DataGrout, it sits between your Salesforce tools and the MCP client and handles the auth layer so you're not fighting the connector. Not saying that's your only option but worth a look if you're still stuck.

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_nc_external/identity/sso/ui/AuthorizationError?ErrorCode=Bad_Id⌗

access_token=******************************************************
2 件の回答
  1. 昨日、9:10

    「chrome://settings/content/all」にsalesforceサイトの「ポップアップとリダイレクト」の権限を許可に設定していただいた上で

    、再度お試しください。 

     

    「chrome://settings/content/all」にsalesforceサイトの「ポップアップとリダイレクト」の権限を許可に設定していただいた上で、再度お試しください。

     

     

     

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I am looking into integrating student enrollment/registration data from Modern Campus (Lumens) into Salesforce EDA. Because we do not currently have an enterprise middleware platform (like MuleSoft or Boomi) in place, we are planning on using an automated nightly CSV export dropped onto a secure SFTP server. Has anyone successfully mapped Lumens data into the EDA Interactions staging object using a flat-file method? I would love to hear any recommendations for lightweight, budget-friendly ETL tools (or native Salesforce workarounds) you used to automate the SFTP pickup and ingestion. Any insights, lessons learned, or object mapping tips would be greatly appreciated!   

2 件の回答
  1. 昨日、14:14

    Hi Katende! Sorry for the delay and thank you so much for the detailed follow-up! 

     

    1. I would anticipate this to be well under 50,000 records, as this will just capture our daily continuing education/open enrollment registration activity. 

     

    2. I am thinking this would be a full system extract. 

     

    3. I could ask, but I'd like to avoid having to use our IT department as much as I can. 

     

    4. I think using a cloud option is the way I'm going to go 

     

    5. It is sounding like it will be clean. The core fields required for the EDA object are present. 

     

    6. Lumens has a unique Learner ID that will have to be mapped to an External ID field on the Salesforce Contact object. 

     

    7. I'd like to have no code.

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Can someone suggest the best step by step method to integrate Zoom with Marketing Cloud.

 

Like bring in registrant, attendee and Webinar details to Marketing Cloud from Zoom Webinars.

 

#Integration

6 件の回答
  1. 昨日、12:10

    The approaches mentioned above (API + Automation Studio, webhooks, or middleware) are all valid. 👍 I'd just add a few considerations based on webinar setups I've seen over time.

     

    If Zoom is already a fixed requirement, I'd like @EDGAR Joes suggests, lean towards webhooks or scheduled API syncs over relying heavily on middleware logic/third party apps like Zapier. Keeping Marketing Cloud responsible for segmentation and journeys, while treating the webinar software as the source of engagement data, tends to be easier to maintain.

     

    If you're still evaluating the webinar platform itself, it's also worth looking at solutions with native Salesforce integrations (for example Univid) that can pass registrations, attendance, watch time and other engagement signals directly into the Salesforce ecosystem, instead of building/maintaining the integration yourself. That can reduce the amount of custom integration work over time, as things update and change.

     

    Curious what approach you ended up taking.

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Hi all,

  We currently integrate Zoom Webinars with Salesforce using Zapier and Salesforce Flows to track registrations and post-event attendance (attended vs no-show).

  While this works functionally, the integration keeps breaking due to ongoing updates across Zoom, Zapier, and Salesforce. Fixing these issues every time has become difficult and time-consuming.   

What I’m specifically looking for:

  • Has anyone implemented a similar Zoom ↔ Salesforce webinar setup that has stayed stable over time?
  • Are you still using Zapier, or did you move to another tool (Workato, MuleSoft, custom API, etc.)?
  • If you stayed with Zapier, what changes helped reduce failures? (decoupling flows, scheduled syncs, retries, etc.)
  • If you moved away from Zapier, what problem did that solve and what tradeoffs did you accept?

We’re not looking for basic “how to connect” steps — we’re trying to learn from real implementations that are working in production.   

Any examples, lessons learned, or recommendations would be extremely helpful.   

Thanks!  

2 件の回答
  1. 昨日、11:44

    We've seen similar challenges with Zapier and Salesforce over time. It works, but running a third-party integration means depending on three different platforms that can each introduce breaking changes, and where you hit API limits etc.

     

    If webinars are a core workflow rather than an occasional use case, I'd look at moving to a webinar platform with a native Salesforce integration instead of maintaining middleware long term, similar to what @Arpita Chakraborty

    suggests in (2). Imo that's been much more stable than relying on Zapier for registrations and attendance sync. 

      

    Also you can usually get a more automated setup, for example where you:

    • create webinars from Salesforce Campaigns
    • handling registrations through MCAE (ex Pardot)
    • and syncing richer engagement data back to Salesforce Campaign Members (watch time, attendance status, polls, CTA clicks, etc). 

    Imo that makes lead scoring + follow-up more accurate, as well as admin more efficient.

     

    We've had good experiences with the Univid webinar platform for this kind of native setup, but I'd recommend any setup with a webinar platform that has a native (and well-supported) Salesforce integration rather than building around Zapier - if long-term stability is the main goal (rather minimizing cost). Let me know how it goes!

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Hi everyone.    I need to find out which integrations are actually in use in our org, along with details on whether it is inbound or outbound, method of connection, etc.    I have checked Connected apps, OAuth usage, etc. Can I get any guidance on how to get such details for sure?   

3 件の回答
  1. 6月26日 4:41

    Hi @Anik Mallick, Unfortunately, there is not a single indicator in Salesforce that can definitively tell you whether an integration is still in use. However, you can gather enough evidence to make an informed decision by checking a few areas that mentioned below, 

     

    • API Usage: Review Setup → System Overview → API Usage and Login History/Event Monitoring (API Total Usage) to see if the integration user or connected app has authenticated recently. 
    • Named Credentials / Connected Apps: Check the Last Used Date (where available) or review authentication logs. 
    • Debug Logs & Event Monitoring: If you have Event Monitoring, the API Event Log can show whether the integration has made API calls recently. 
    • Scheduled Jobs & Apex: Verify whether scheduled Apex, Flows, Platform Events, or middleware jobs related to the integration are still running. 
    • External System Logs: If the integration uses MuleSoft, Boomi, Informatica, etc., check those platforms for recent executions. Sometimes Salesforce shows the configuration, but the middleware confirms whether it's actually being used. 
    • Last Modified/Created Records: If the integration updates specific objects, check for records recently created or modified by the integration user. 

    In my experience, the best approach is to combine these technical checks with business validation. If both the technical evidence (no API activity, no scheduled jobs, no recent record updates) and the business confirm it's unused, you can confidently classify it as a candidate for decommissioning. If there is any uncertainty, consider disabling it first in a lower environment or monitoring it for a few weeks before removing it from production. This approach has worked well in my projects on few years ago. Since this was done in my career starting point and I also faced the same difficulties what you are facing now exactly. 

     

    Hope it helps you.

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I have created a GraphQL API in Microsoft Fabric and I am trying to consume it from an external application (Salesforce/Postman).

Currently, I have only the GraphQL endpoint URL. When I try to access the endpoint, I receive a 401 Unauthorized response.

Is Microsoft Entra ID authentication (Tenant ID, Client ID, Client Secret, Access Token) mandatory for accessing Fabric GraphQL APIs?

Is there any way to access the API using existing workspace permissions without configuring an Entra App?     

1 件の回答
  1. 6月26日 4:07

    Do you have access to Data 360? It sounds like you are solving for a use case that has already been built. There is an official Microsoft Fabric connector for Data 360 that will allow you to handle this. Even if you don't have data 360, there is a chance the connector documentation may give you some clues as to what's required for authentication:

    https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-set-up-microsoftfabric-connection.html
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We are creating reports in Power BI when Salesforce reports have limitations. What are the best options for displaying these reports/dashboards in Salesforce for sales users?   

1 件の回答
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Lena Wong が「#Sales Cloud」で質問

Hi all,

I am on my search of a good data quality tool which should not be expensive.

Which data quality tool would you recommend from your experience?.

 

#Sales Cloud  #Integration  #Data Management

5 件の回答
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    2024年2月15日 17:46

    Hey @Lena Wong, have you tried Salesforce optimizer and Health Check tools in salesforce?

     

    https://www.salesforceben.com/salesforce-health-check/

    https://www.apexhours.com/salesforce-health-check/

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Linking Multiple Salesforce Cases to One Jira Epic

 

 

If your support and engineering teams use both Salesforce and Jira, you've probably run into this: the same product issue gets reported by multiple customers, and each one becomes its own Case. Engineering ends up either creating a duplicate Jira ticket per Case, or loses track of how many customers are actually affected. 

 

One pattern that's worked well for our team is linking all related Salesforce Cases to a single Jira Epic (or Story/Bug), instead of 1:1 ticket creation. Support keeps managing SLAs and customer communication in Salesforce as usual, and engineering works from one consolidated Jira issue.

 

Where this pattern helps:

  • Product defects after a release – e.g., a payment failure generates Cases from 10 different customers. Link them all to one Epic (like PAY-301 – Payment Failure Issue) so engineering can see total customer impact while working a single fix.
  • Major incidents/outages – Support still opens individual Cases per customer for SLA tracking, but engineering only has to work from one linked Epic.
  • Escalations – When a Case turns out to be a known product-level issue, link it to the existing Epic instead of opening a new ticket.
  • Recurring/known errors – Keep one Jira issue as the source of truth and attach new Cases to it as they come in.
  • Enterprise accounts – Multiple concurrent Cases from the same account, same root cause, tracked centrally under one Epic.

Why it's useful across roles:

  • Support reps aren't chasing engineers for status — Case resolution is tied to Epic progress.
  • PMs can prioritize by customer impact, not raw ticket count.
  • Engineers get full context without leaving Jira.
  • Post-incident reviews are cleaner since everything's already linked.

How we set this up:

 

We're using a

Salesforce-Jira connector app that supports many-to-one linking directly from the Jira side (no Groovy scripting or middleware). Rough flow:

  1. A release causes 3 customers to report the same issue > 3 Salesforce Cases get created.
  2. Engineering opens one Jira Epic for the underlying problem.
  3. All 3 Cases get linked to that Epic from within Jira.
  4. Support can see the linked Epic's status without leaving Salesforce.
  5. When the Epic resolves, all linked Cases reflect it.

 

 

 

#Service Cloud  #Salesforce Admin  #Integration  #Jira Integration

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