{
  "page": "https://wealthtech.dev/products/salesforce-financial-services-cloud",
  "title": "Salesforce Financial Services Cloud API: access, auth, sandbox and MCP",
  "description": "Salesforce's REST API is documented openly and a free Developer Edition org lets you test against it. Authorization uses OAuth 2.0 through an external client app or connected app. The product page now calls Financial Services Cloud 'Agentforce Financial Services'.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/salesforce-financial-services-cloud",
    "title": "Salesforce Financial Services Cloud API: access, auth, sandbox and MCP",
    "lastChecked": "2026-10-17",
    "listed": true,
    "changelog": [],
    "mcp": [],
    "id": "salesforce-financial-services-cloud",
    "name": "Salesforce Financial Services Cloud",
    "vendor": "Salesforce, Inc.",
    "website": "https://www.salesforce.com/financial-services/wealth-management-software/",
    "category": "crm",
    "tier": "core",
    "company": "salesforce",
    "access": {
      "value": "open",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.salesforce.com/docs/platform/api-rest/guide/quickstart.html",
      "evidence": "Developer Edition provides a free and easy solution so that you can use Salesforce for testing and development.",
      "capture": "evidence/salesforce-financial-services-cloud/developer-salesforce-com-docs-platform-api-rest-guide-quickstart-html.txt",
      "note": "The free Developer Edition is self-serve. The REST API guide also says you need an org and a user with API access enabled. These are the general Salesforce platform API pages; no Financial Services Cloud-specific API page was captured."
    },
    "docsUrl": {
      "value": "https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html",
      "evidence": "REST API provides you with programmatic access to your data in Salesforce.",
      "capture": "evidence/salesforce-financial-services-cloud/developer-salesforce-com-docs-platform-api-rest-guide-intro-rest-html.txt",
      "note": null
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html",
      "evidence": "REST API provides you with programmatic access to your data in Salesforce.",
      "capture": "evidence/salesforce-financial-services-cloud/developer-salesforce-com-docs-platform-api-rest-guide-intro-rest-html.txt",
      "note": "Other API styles (SOAP, Bulk) exist on the platform but were not captured."
    },
    "auth": {
      "value": [
        "OAuth 2.0 (flow not named)"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html",
      "evidence": "use either an external client app or a connected app and an OAuth 2.0 authorization flow.",
      "capture": "evidence/salesforce-financial-services-cloud/developer-salesforce-com-docs-platform-api-rest-guide-intro-rest-html.txt",
      "note": "The REST guide says a client application must be authorized this way. The captured pages do not name the flow, so none is recorded beyond OAuth 2.0. These are the general Salesforce platform API pages, not Financial Services Cloud pages."
    },
    "howToGetAccess": {
      "value": "You need a Salesforce org and a user with API access enabled; a free Developer Edition org can be used for testing and development.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html",
      "evidence": "To access your Salesforce org and data using the Salesforce API, you need both an org and a user with API access enabled.",
      "capture": "evidence/salesforce-financial-services-cloud/developer-salesforce-com-docs-platform-api-rest-guide-intro-rest-html.txt",
      "note": null
    },
    "sandbox": {
      "value": "yes-self-serve",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.salesforce.com/docs/platform/api-rest/guide/quickstart.html",
      "evidence": "Developer Edition provides a free and easy solution so that you can use Salesforce for testing and development.",
      "capture": "evidence/salesforce-financial-services-cloud/developer-salesforce-com-docs-platform-api-rest-guide-quickstart-html.txt",
      "note": "Developer Edition is a free test org; the Quick Start sign-up step is self-serve."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The REST rate limits page URL guessed (docs/platform/api-rest/guide/rate-limits.html) returned 404; no limits page captured."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not checked on a captured page."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the captured REST guide; examples use cURL and Salesforce CLI."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No OpenAPI file link found on the captured pages."
    },
    "partnerProgram": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No partner program page captured."
    },
    "publicIntegrationList": {
      "value": "https://appexchange.salesforce.com/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.salesforce.com/financial-services/wealth-management-software/",
      "evidence": "The world's leading enterprise cloud marketplace of proven apps and experts.",
      "capture": "evidence/salesforce-financial-services-cloud/www-salesforce-com-financial-services-wealth-management-software.txt",
      "note": "This page calls the product 'Agentforce Financial Services (formerly Financial Services Cloud)'. appexchange.salesforce.com rendered no readable listing text to automated reading."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html",
      "evidence": "REST API provides you with programmatic access to your data in Salesforce.",
      "capture": "evidence/salesforce-financial-services-cloud/developer-salesforce-com-docs-platform-api-rest-guide-intro-rest-html.txt",
      "note": "mcp: developer.salesforce.com home links a blog post titled 'Expose Custom Apex as a Hosted MCP Tool for Agents' and a Headless 360 item naming MCP tools. Whether a Financial Services Cloud-specific MCP server exists was not established."
    },
    "whatDocsDontSay": [
      "The pages captured are general Salesforce platform docs; none describes Financial Services Cloud objects or endpoints.",
      "The product marketing page now names it 'Agentforce Financial Services (formerly Financial Services Cloud)'.",
      "No rate limits, webhooks or SDK list were on the captured API pages."
    ],
    "summary": "Salesforce's REST API is documented openly and a free Developer Edition org lets you test against it. Authorization uses OAuth 2.0 through an external client app or connected app. The product page now calls Financial Services Cloud 'Agentforce Financial Services'.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}