---
schema_version: "1"
id: 73ce29f268a74fb2028aabf1244e0e34872a81434fec5ddb421513288bbcd417
title: Create and Update Records in Salesforce in Claude (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_salesforce_in_claude_write.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude_write.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: accfec1b19fd64e40c0c3ab2f31f8946c68cdc6bf3972df0b70efa6e50f9f53d
description: 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.
products:
  - Cross Cloud
release: "264"
---
# 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-264-0-0-production-enus/550ba85b-db1a-4608-9cd4-9a65ec96e1fa/images/icon_note.png)

Note Salesforce in Claude is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/). 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](https://help.salesforce.com/s/articleView?id=ai.set_tool_restrictions.htm&language=en_US).

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)](https://help.salesforce.com/s/articleView?id=sales.skills_ref.htm&language=en_US) in Salesforce Help.

#### See Also

- [Access Salesforce Context Without Leaving Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude.htm&release=264.0.0&type=5 "Get deal health, pipeline risk, and account context surfaced directly in your Claude conversation, backed by your org's live Salesforce data. A secure Salesforce MCP (Model Context Protocol) connection and pre-built skills put these insights a request away, so there's no separate integration to build. This beta is read only at launch. Claude surfaces Salesforce data and insights.")
- [_Salesforce Help:_ What Is Salesforce in Claude (Beta)](https://help.salesforce.com/s/articleView?id=sales.what_is_salesforce_in_claude.htm&type=5&language=en_US)
- [_Salesforce Help:_ How Record Creation and Updates Work in Salesforce in Claude (Beta)](https://help.salesforce.com/s/articleView?id=sales.salesforce_in_claude_record_crud.htm&language=en_US)