Exercise 2: Test the Salesforce MCP Servers

In this exercise, you'll connect your org to the Headless 360 Playground and test the sobject-all and salesforce-api-context servers you activated in the previous exercise.

Step 1: Connect Your Org to the Playground

1. Open the Headless 360 Playground.

2. From the Setup tab, fill out the following fields under Connected App:

   Field	Value
   Consumer Key (client_id)	The Consumer Key from Exercise 1.
   Consumer Secret (client_secret)	The Consumer Secret from Exercise 1.

3. Click Connect Org and authorize the app.

   The Connection Status section should display something similar to this:

   

   TIP

   If the authentication fails with an "invalid_client_id" error message you might need to wait a bit for the ECA to be fully online. It can take up to ten minutes for the ECA to be ready.

Step 2: Add the Salesforce MCP Servers

1. Navigate to the Servers tab.

2. Click the sobject-all pill under Quick-fill URL: Salesforce Hosted MCPs

3. Click Add

4. Repeat the two previous operations with the salesforce-api-context pill

5. Once each server shows as active, click Test to inspect their available tools and verify the connection.

   

Step 3: Work with Live Data with sobject-all

1. Navigate to the Chat tab.

2. Click Tools and select the sobject-all MCP server.

   

   The sobject-all server exposes Create Read Update Delete (CRUD) operations for Salesforce records.

3. Try the following prompts:

   How many accounts, opportunities and leads are in my org?

   Show me a table of the number of accounts grouped by city

   Create an account named Trailblazers then create a contact named Astro Nomical and assign it to the account.

   You should see the agent call the MCP tool and work with live data from your org.

Step 4: Explore Your Data Model with salesforce-api-context

1. In the Chat tab, add the salesforce-api-context MCP server to your context.

   The salesforce-api-context server exposes your org's metadata, so the agent can answer questions about your data model — not just your data.

2. Try the following prompt:

   What is the shape of the Account object? Show me its fields.

Summary

In this exercise, you connected your org to the Headless 360 Playground and tested the sobject-all and salesforce-api-context MCP servers. You queried live org data and explored your data model shape through a natural language interface. In the next exercise, you'll create your own custom MCP server.