Sales & Customer Management
How to Use Claude with Salesforce
Unlock CRM data for smarter sales and customer insights
Integration Overview
Connect Salesforce to Claude Cowork to analyze customer data, generate insights, and automate sales workflows with AI.
What You Can Do
Connect Claude Cowork to Salesforce to unlock these workflows:
Analyze deal pipelines
Let Claude Cowork review your Salesforce pipeline and predict deal outcomes.
Generate customer insights
Analyze account history and interactions to identify upsell and cross-sell opportunities.
Draft account plans
Have Claude create data-driven account strategies based on Salesforce data.
Automate lead qualification
Use Claude to score and qualify leads based on firmographic and behavioral data.
Setup Guide
- 1 Install the Salesforce connector plugin
- 2 Create a Salesforce OAuth app for Claude Cowork
- 3 Authenticate your Salesforce instance
- 4 Configure which objects and fields Claude can access
Plugins With Salesforce Support
These plugins leverage the Salesforce integration:
Sales
Research prospects, prep for calls, and move deals forward faster
Customer Support
Triage tickets, draft responses, and turn resolved issues into knowledge
Data
Query, visualize, and turn datasets into clear stories
Frequently Asked Questions
Can Claude write back to Salesforce?
Yes, Claude can update records, add notes, and change deal stages. You configure the permissions.
How does Claude handle sensitive customer data?
Data is only accessed during analysis and not stored long-term. All connections are encrypted.
Can Claude analyze custom Salesforce objects?
Yes, Claude can work with standard and custom objects available in your Salesforce instance.