Calculate Lead-to-Opportunity conversion rates grouped by Lead Source or Campaign. Returns total leads, converted leads, conversion rate %, and opportunities created per group. Filter by creation date range. Use to identify which channels produce the highest-quality leads.
AI agents call sf_lead_conversion_metrics 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.
| Parameter | Type | Required | Description |
|---|---|---|---|
dateTo | string | — | |
groupBy | string | Yes | |
dateFrom | string | — |
Parameters from the server's own tool schema.
This tool retrieves and aggregates existing Salesforce data to produce reports on lead conversion performance. It filters by date range and groups results but does not create, modify, delete, or execute external operations. The output is purely informational metrics used for business intelligence.
From the tool's definition Tool description explicitly states it 'Calculate[s]' and 'Returns' metrics (conversion rates, lead counts, opportunities created). No language indicating creation, modification, deletion, or execution of operations.
Attacks that exploit this kind of access
Calculate Lead-to-Opportunity conversion rates grouped by Lead Source or Campaign. Returns total leads, converted leads, conversion rate %, and opportunities created per group. Filter by creation date range. Use to identify which channels produce the highest-quality leads. It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.
sf_lead_conversion_metrics accepts 3 parameters: dateTo, groupBy, dateFrom. Required: groupBy. The full parameter table on this page comes from the server's own tool schema.
Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_lead_conversion_metrics: 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.
sf_lead_conversion_metrics is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the sf_lead_conversion_metrics 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.
Set action: deny in the PolicyLayer policy for sf_lead_conversion_metrics. 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.
sf_lead_conversion_metrics 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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