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Create the Permission Set for the Salesforce MCP Server (Optional)

Create the Permission Set for the Salesforce MCP Server (Optional)

Creating a permission set is optional but recommended. Without one, access is available to everyone in the org.

  1. From Setup, in the Quick Find box, enter Permission Sets, and select Permission Sets.
  2. Create a permission set for the users who should have access to this Salesforce in Claude product line.
 
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Salesforce Help | Article