📘 Guide
Salesforce MCP Server → Claude, No Terminal Required
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Connect Claude directly to your Salesforce org over MCP — no terminal, no code, just Setup and Claude's Connectors screen. Enable the MCP service, scope a permission set, activate a standard hosted server, create the OAuth External Client App, then connect Claude with a few clicks.
MCP
No Terminal
~25 min
Dev Org
📘 Guide
Custom MCP Servers in Salesforce
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Go beyond the standard hosted servers — bundle your own Apex actions, Flows, and REST endpoints into a custom MCP server Claude can call, with the same permission-set and OAuth building blocks as the companion Claude guide.
MCP
Apex & Flow
~25 min
Dev Org
📘 Guide
Order of Execution — Overhead Map
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Interactive flowchart of all 20 steps — click any node to get the full story, analogy, and exam trap. See every branch: where a duplicate rule blocks the save, where a recursive save skips 9 steps, and where workflow field updates loop back through triggers.
Admin
Interactive
PD1
Visual