sf_create_milestone

Creates a Milestone Type that can be referenced in Entitlement Processes to define SLA checkpoints. Milestones represent required steps (e.g.,

SERVERSalesforce Metadata Mcp SOURCEsalesforce-metadata-mcp

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-milestone.md

WHAT IT DOES

What sf_create_milestone does on Salesforce Metadata Mcp

AI agents use sf_create_milestone to create or update resources in Salesforce Metadata Mcp, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Salesforce Metadata Mcp environment.

RISK

Why sf_create_milestone is rated Medium

The tool creates new metadata objects (Milestone Types) that define SLA checkpoints in Entitlement Processes. Creation of configuration/metadata is a Write operation—it modifies Salesforce's data model reversibly. The blast radius is medium because misconfigured milestones could disrupt SLA tracking across entitlements, affecting support processes, but the change is not destructive and can be corrected or deleted.

From the tool's definition Tool name 'sf_create_milestone' and description 'Creates a Milestone Type' explicitly indicate creation of new configuration objects within Salesforce (Milestone Types used in Entitlement Processes). This is a reversible data creation operation.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_create_milestone safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Salesforce Metadata Mcp, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For sf_create_milestone, this is the rule to start with:

sf_create_milestone Rate-limited

sf_create_milestone stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "sf_create_milestone": {
      "limits": [
        {
          "counter": "sf_create_milestone_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Salesforce Metadata Mcp, apply this rule, and every sf_create_milestone call is checked against it from then on.

FAQ

Questions about sf_create_milestone

What does the sf_create_milestone tool do? +

Creates a Milestone Type that can be referenced in Entitlement Processes to define SLA checkpoints. Milestones represent required steps (e.g.,. It is categorised as a Write tool in the Salesforce Metadata Mcp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on sf_create_milestone? +

Register the Salesforce Metadata MCP server in PolicyLayer and add a rule for sf_create_milestone: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Salesforce Metadata Mcp. Nothing to install.

What risk level is sf_create_milestone? +

sf_create_milestone is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit sf_create_milestone? +

Yes. Add a rate_limit block to the sf_create_milestone rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block sf_create_milestone completely? +

Set action: deny in the PolicyLayer policy for sf_create_milestone. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides sf_create_milestone? +

sf_create_milestone is provided by the Salesforce Metadata MCP server (salesforce-metadata-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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