Connect your Salesforce credentials to Claude so you can start using Salesforce in Claude.
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 Customize>Connectors, and find Salesforce - Beta. Click Connect to Claude.
- Click Sign In and complete the OAuth flow with your Salesforce credentials.
- Ask a question tied to your own access, such as "What accounts do I own?" A relevant answer confirms that you're connected.
Next, see Configure Your Workspace in Salesforce in Claude to get started.
To learn how Claude decides what to do with your requests, see How Skills Work.