sf_campaign_roi

Calculate marketing ROI metrics for one or all campaigns: ActualCost, BudgetedCost, NumberOfLeads, NumberOfContacts, NumberOfOpportunities, NumberOfWonOpportunities, AmountWonOpportunities, computed cost-per-lead, cost-per-opportunity, response rate %, and ROI %. Filter by date range or a specifi...

Server Salesforce Marketing salesforce-marketing-mcp
Category Read
Risk class Low
Parameters 40 required

What sf_campaign_roi does on Salesforce Marketing

AI agents call sf_campaign_roi to retrieve information from Salesforce Marketing without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

ParameterTypeRequiredDescription
limit integer
dateTo string ISO date YYYY-MM-DD
dateFrom string ISO date YYYY-MM-DD
campaignId string

Parameters from the server's own tool schema.

Why sf_campaign_roi needs a policy

This tool performs read-only queries of campaign metrics and computed ROI statistics. It retrieves and aggregates existing data without creating, modifying, or deleting any records. The blast radius of misuse is minimal—at worst, an agent could retrieve sensitive marketing performance data, but cannot alter Salesforce state.

From the tool's definition Tool description states it 'Calculate[s] marketing ROI metrics' and retrieves campaign performance data (ActualCost, BudgetedCost, NumberOfLeads, etc.). No mutations, deletions, or side effects mentioned. Only filtering and aggregation of existing data.

Questions about sf_campaign_roi

What does the sf_campaign_roi tool do? +

Calculate marketing ROI metrics for one or all campaigns: ActualCost, BudgetedCost, NumberOfLeads, NumberOfContacts, NumberOfOpportunities, NumberOfWonOpportunities, AmountWonOpportunities, computed cost-per-lead, cost-per-opportunity, response rate %, and ROI %. Filter by date range or a specific campaign ID. It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.

What parameters does sf_campaign_roi accept? +

sf_campaign_roi accepts 4 parameters: limit, dateTo, dateFrom, campaignId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on sf_campaign_roi? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_campaign_roi: 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 Marketing. Nothing to install.

What risk level is sf_campaign_roi? +

sf_campaign_roi is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit sf_campaign_roi? +

Yes. Add a rate_limit block to the sf_campaign_roi 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_campaign_roi completely? +

Set action: deny in the PolicyLayer policy for sf_campaign_roi. 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_campaign_roi? +

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

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