Salesforce in Claude (Beta)

A Salesforce plugin that pulls a seller's accounts, opportunities, and pipeline into Claude, with 37 pre-built sales skills.

The plugin ships 37 pre-built sales skills, including meeting prep, deal health review, pipeline review, forecast narrative, win/loss analysis, and activity logging.
Claude reads live Salesforce records rather than a copy, and any action it takes is routed back through Salesforce so existing permissions and business rules apply at the point of execution.
One administrator connection covers the whole team, so sellers do not each configure their own access.
Works in the Claude app, Claude Cowork, and Claude Code.
Beta access on all paid Claude plans, limited to organizations approved through Salesforce's beta sign-up.

Sales teams who work out of Salesforce and would rather ask for a deal's history than click through the CRM to find it.

A seller needs live CRM context inside a conversation, like prepping a call or sending a forecast without switching tools.

Account executives, sales managers, and revenue operations staff on paid Claude plans.

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