---
schema_version: "1"
id: 020346310923de28f3ad45e6d8b831ede7b9661d3420992603055326012e4087
title: How Skills Work in Salesforce in Claude (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/how_skills_work.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.how_skills_work.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7d9dbca4c6a722d006cb0d5953568f9b10eb5466945fe4a2355cad5174a85b5c
description: Learn how skills automatically match your requests to the right action in Salesforce in Claude.
products:
  - Sales Cloud
  - Salesforce Platform
release: "264"
---
# How Skills Work in Salesforce in Claude (Beta)

Learn how skills automatically match your requests to the right action in Salesforce in Claude.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience, Salesforce Classic, and the Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Requires Claude Enterprise</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-salesforce_in_claude-264-0-0-production-enus/a0ee6420-080f-41ba-a3e0-070c2279d4cf/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.

Skills are pre-built prompts that specify exactly what data to pull and what action to take. Claude automatically matches requests to the right skill, so you don't need to know a skill's name or invoke it directly. For example, asking "Prep me for my Acme call tomorrow" triggers See Account Context. You can also invoke a specific skill directly by using "/" followed by the skill ID.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-salesforce_in_claude-264-0-0-production-enus/a0ee6420-080f-41ba-a3e0-070c2279d4cf/images/icon_note.png)

Note During this beta, most skills are read-only or limited to drafts for your review. HSeveral skills also support direct record create and update functionality when users are given access via the [Salesforce MCP server settings](https://help.salesforce.com/s/articleView?id=ai.set_tool_restrictions.htm&language=en_US). For details and a complete list of skill capabilities, see [Salesforce in Claude Skills Reference (Beta)](https://help.salesforce.com/s/articleView?id=sales.skills_ref.htm&release=264.0.0&type=5 "Browse the skills available in Salesforce in Claude, organized by use case.").

Haven't set up your workspace yet? See [Configure Your Workspace in Salesforce in Claude](https://help.salesforce.com/s/articleView?id=sales.configure_salesforce_in_claude.htm&release=264.0.0&type=5 "The Configure skill gathers your role, recently viewed Salesforce records, recent activity, and open opportunities on your accounts — so you're ready to sell.").

#### See Also

- [Security, Permissions, and Data Handling](https://help.salesforce.com/s/articleView?id=ai.security_permissions_and_data_handling.htm&type=5&language=en_US)
- [Set Tool Restrictions](https://help.salesforce.com/s/articleView?id=ai.set_tool_restrictions.htm&type=5&language=en_US)