詳細情報:
MCP Server への接続のテスト
簡単なプロンプトを使用して、設定した MCP サーバーへのクライアントの接続をテストします。
「Salesforce 組織の取引先オブジェクトを確認し、取引先を作成するために必要な項目を教えてください。" をクライアントのチャット項目に追加します。
MCP クライアントが取引先オブジェクトに関する情報で応答します。
Based on the Account object description from your Salesforce org, here are the field requirements for creating an Account record:
Required Field
Only ONE field is required to create an Account:
Name (Account Name)
Type: String
Maximum Length: 255 characters
This serves as the name field for the Account object
Optional Fields
All other fields are optional when creating an Account record, including:
Contact Information (Phone, Fax, Website)
Address Information (Billing and Shipping addresses)
Business Information (Annual Revenue, Number of Employees, Industry, Type)
Account Source
Description
Parent Account ID (for hierarchies)
Auto-Populated Fields
The following fields are automatically handled by Salesforce:
OwnerId - Defaults to the current user creating the record
CreatedDate - Automatically set to current date/time
CreatedById - Automatically set to the current user
LastModifiedDate - Automatically set to current date/time
LastModifiedById - Automatically set to the current user
SystemModstamp - System timestamp
Summary
You can create an Account with just a name value, and Salesforce will handle all the system fields automatically. This is the minimal requirement for Account creation in your org.

