Choose how the Sales Cloud in Claude plugin becomes available to your users.
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>Plugins. Next to the Sales Cloud in Claude plugin, choose a rollout option.
- Installed by Default—Pre-installs the plugin for everyone in the beta.
- Available to Install—Allows users to add the plugin themselves from Browse Plugins.
- User groups—Provisions the plugin to specific groups, such as on by default for the sales team only.
Users can now sign in to Salesforce in Claude.