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Connect Salesforce to Claude
Works with ClaudeWorks throughSalesforce in Claude plugin (beta)
What you needPaid plans, for organizations Salesforce approves in its beta; an Owner sets it up
Good to know: Beta
Steps
- Open Customize > Connectors
- Click + and find the connector
- Click Connect
- Sign in and approve access
- Turn the connector on in a chat from the + menu
Official source: https://support.claude.com/en/articles/16952184-set-up-salesforce-in-claude-for-your-organization · Checked 2026-10-16