---
schema_version: "1"
id: ef99e2ab1711f7f96f83fbd8edc4cbeaa74a2fc78900cf465b450252756ed142
title: Sign In to 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/sign_in_to_salesforce_in_claude.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sign_in_to_salesforce_in_claude.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 22070cdd8c658b8ec5949887f0249e8fa02ff0b6b7d3fdba15c2dfef01b1cafc
description: Connect your Salesforce credentials to Claude so you can start using Salesforce in Claude.
products:
  - Sales Cloud
  - Salesforce Platform
release: "264"
---
# Sign In to Salesforce in Claude (Beta)

Connect your Salesforce credentials to Claude so you can start using 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.

1. In Claude, go to **Customize**\>**Connectors**, and find **Salesforce - Beta**. Click **Connect to Claude**.
2. Click **Sign In** and complete the OAuth flow with your Salesforce credentials.
3. 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](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.") to get started.

To learn how Claude decides what to do with your requests, see [How Skills Work](https://help.salesforce.com/s/articleView?id=sales.how_skills_work.htm&release=264.0.0&type=5 "Learn how skills automatically match your requests to the right action in Salesforce in Claude.").