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Create and Update Records in Salesforce in Claude (Beta)

With Salesforce in Claude, you can now create and update Salesforce records directly from Claude with the same field-level validation rules enforced in Lightning Experience. Previously, all Salesforce in Claude activity was read-only or created drafts for manual review.

Where: This change applies to Salesforce data accessed through Claude from Lightning Experience, Salesforce Classic, and the Salesforce mobile app, in Enterprise, Performance, Unlimited, and Developer editions. Requires Claude Enterprise.

Note
Note Salesforce in Claude is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

When: This change begins rolling out the week of October 12, 2026.

How: To take advantage of this new functionality, the Salesforce MCP server's Dispatch API setting must be set to Needs Approval (recommended) or Always Allowed. If Dispatch API is set to Deny, users can’t create or update records. For more information, see Set Tool Restrictions for the Salesforce MCP Server.

Record saves via Salesforce in Claude adhere to the same required-field and read-only-field validation rules enforced in Lightning Experience. Saving a record is prevented only when the same save would be blocked for a user editing directly in Lightning.

During this beta, Salesforce in Claude can create and update records for these objects:

  • Account
  • Account Plan
  • Contact
  • Event
  • Lead
  • Opportunity
  • Opportunity Product
  • Task
  • Custom objects

Objects that use Lightning web component overrides or Visualforce action overrides aren't supported.

Many skills in Salesforce in Claude remain read-only or draft-only, keeping you in full control before any data changes. However, these skills now support creating and updating records directly. Claude automatically matches your request to the right skill.

  • Assign Contacts and Leads to an Agent (assign-target-to-sdr)
  • Build Account Plans (account-plan)
  • Log Customer Activity (log-activity)
  • Schedule Meetings (schedule-meeting)
  • Summarize Call Transcripts (summarize-conversation-transcript)
  • Update Opportunities (update-opportunity)

To explore all available skills and their capabilities, see Salesforce in Claude Skills Reference (Beta) in Salesforce Help.

See Also