Claudeforce
Salesforce in Claude. Claude in Salesforce.
Claudeforce works in both directions: your Salesforce data and actions inside Claude, and Claude powering agents inside Salesforce. We set it up, and we make its skills fit your business.
What it is
Two directions
Salesforce in Claude
The Salesforce in Claude plugin brings your CRM into Claude, with 37 prebuilt sales skills such as account research, call prep, pipeline review and CRM updates. Salesforce still runs and governs every action. In beta.
Claude in Salesforce
Claude as a model behind your Agentforce agents and prompts, inside Salesforce and behind the Einstein Trust Layer.
Skills
Skills that fit your business
A skill is the playbook Claude follows for a piece of work. The prebuilt ones are a starting point; the value comes from skills shaped to your process and your Salesforce customizations.
Tailor the prebuilt skills
Fit the out-of-the-box skills to your sales stages, qualification method, fields and terms, so answers match how your team actually sells.
New skills for your business
Skills for the work the prebuilt set doesn’t cover yet: service, renewals, partner management, operations, or a process only your company runs.
Skills that know your org
Your custom objects, fields, flows and validation rules built into the skill, so Claude works with your Salesforce, not a generic one.
Tested and governed
Each skill tested against a sandbox, limited to what each user may see and do, versioned, and rolled out in steps.
How we help
From first question to everyday use
Is it right for you?
Where Claude fits next to Agentforce, Agentforce Coworker and the AI you already have, and what it costs to run.
Setup and access
The connection, users, permission sets and sharing, so Claude sees only what each person is allowed to see.
Rules and trust
Data handling, audit and approvals set up before people start relying on it.
Training
Your teams taught to work with Claude and its skills well, and to check its work.
Claudeforce is one of Salesforce’s new ways of working with AI. See also Slackforce and Agentforce Coworker.
Before rollout
Questions we answer with your security and admin teams
- Which user does each action run as, and does it respect field-level security and sharing?
- What data leaves Salesforce, where does it go, and is it retained?
- What gets logged, and who can review it?
- What does it cost: Claude plans, Salesforce licences or credits, and our work?
- Where do your skills live, how are they versioned, and how are they tested against a sandbox?
Thinking about Claude and Salesforce?
A 30-minute call that ends with where Claude fits next to what you already have, and which skills to tailor or build first.
Book a callAvailability, editions, skills and beta status follow Salesforce and Anthropic and can change.