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Connect Salesforce to Claude

Works with Claude
Works 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

  1. Open Customize > Connectors
  2. Click + and find the connector
  3. Click Connect
  4. Sign in and approve access
  5. 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

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