Build the engagement layer once: one Microsoft Foundry agent in Teams acts across Salesforce, ServiceNow and your other systems of record, always as the signed-in user. Open-source reference implementation (APIM identity propagation, MCP meta-tools, azd).
Assess the business risk of planned ServiceNow change requests against Salesforce customers with deals closing soon. Use when the user asks about a planned change, maintenance window, upgrade or migration and which customers or deals it could affect.
How to build a unified customer view by joining Salesforce (CRM) and ServiceNow (ITSM) data. Use when a question names a customer/company, asks for a "360" or "full picture", or asks whether Salesforce cases and ServiceNow incidents are related.
Produce a concise customer meeting brief (QBR, account call, escalation call) from Salesforce and ServiceNow. Use when the user asks to prepare for a meeting or call with a customer, or wants talking points for an account.
Quantify sales pipeline exposed to service issues by crossing high-priority ServiceNow incidents with open Salesforce opportunities. Use for "revenue at risk", "which deals are affected by incidents", P1/P2 impact, executive cross-system reports, or ranking accounts by risk.
How to read and write Salesforce data with the salesforcemcp tools (whoami, listobjects, describeobject, soqlquery, searchrecords, writerecord, processapproval). Use for any question about Salesforce accounts, contacts, opportunities, cases, approvals or custom objects, and before any Salesforce write.
How to read and write ServiceNow ITSM data with the servicenowmcp tools (discover, query, write). Use for any question about incidents, problems, change requests, requested items, approvals or companies in ServiceNow, and before any ServiceNow write.
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