With the MCP Server active and your External Client App configured, connect Claude to your org to finish setup.
Required Editions
| Available in: Lightning Experience, Salesforce Classic, and the Salesforce mobile app |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Requires Claude Enterprise |
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.
- In Claude, go to Organization Settings > Connectors, and find Salesforce - Beta.
- Enter the Consumer Key and Secret from your ECA to complete the connection.
-
In Claude, go to Organization
Settings>Plugins. Install the Sales
Cloud in Claude plugin.
This installs the plugin for you personally. To make it available to other users in your org, roll out the plugin separately.
Next, set tool restrictions so skills can read your org’s data, and to configure whether users can create and update records.