---
schema_version: "1"
id: aaea36830e70238180bc433ac965204132fdecc9b05b2cfbcdc6bebfda6839c2
title: How Record Creation and Updates 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/salesforce_in_claude_record_crud.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_in_claude_record_crud.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f26580c87e0629866aabad4b10a6ef26408b2c2291e07ebcc3e759673d49e32e
description: Learn how record creation, editing, permissions, and validation rules function when managing records in Salesforce in Claude. Record creation and editing in Salesforce in Claude is supported for specific standard objects and all custom objects. Records must use page layouts or Dynamic Forms.
products:
  - Sales Cloud
  - Salesforce Platform
release: "264"
---
# How Record Creation and Updates Work in Salesforce in Claude (Beta)

Learn how record creation, editing, permissions, and validation rules function when managing records in Salesforce in Claude. Record creation and editing in Salesforce in Claude is supported for specific standard objects and all custom objects. Records must use page layouts or Dynamic Forms.

### 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.

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

Important For users to create and update records in Salesforce in Claude, a Claude admin must set the Salesforce MCP server's Dispatch API setting in Claude to **Needs Approval** (recommended) or **Always Allowed**. Setting Dispatch API to **Deny** keeps Salesforce in Claude read only. 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).

## Supported Objects

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

- Account
- AccountPlan
- Contact
- Event
- Lead
- Opportunity
- Opportunity Product
- Task
- Custom objects

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

## Validation, Permissions, and Behavior

Salesforce in Claude honors a user's Edit Read-Only Fields permission.

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.

When evaluating save:

- If a required field is missing, the request returns a required-field validation error.
- If a user without the appropriate permission attempts to change a read-only field, the request returns a read-only validation error.
- Relationship-path fields are ignored if they don't represent a directly editable field on the record.
- If the submitted fields are valid for the user in Lightning Experience, the save proceeds.

For bulk operations, validation is performed per record. Errors are returned for the individual records that don't meet their applicable UI rules.

## Skills That Support Record Create and Update

Many skills in Salesforce in Claude remain read-only or draft-only, keeping you in full control before any data changes. However, these skills 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&release=264.0.0&type=5 "Browse the skills available in Salesforce in Claude, organized by use case.").