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AI summary
Written by AI from the official notes. Check them for exact details.Salesforce is now available as a beta plugin in Claude, enhancing sales capabilities.
- Salesforce integration brings accounts, opportunities, and pipeline to Claude.
- 37 pre-built sales skills included for enhanced functionality.
- Users can prep calls, review deals, and create dashboards in Claude.
- Available in beta for approved organizations on paid plans.
Why it matters: Sales teams using Claude and Salesforce should explore this integration for improved sales processes.
Full release notes
Launching Salesforce in Claude (beta)
We've launched Salesforce in Claude, a plugin that brings a seller’s accounts, opportunities, and pipeline into Claude with 37 pre-built sales skills. Prep a call, review a deal, create a pipeline dashboard, and send your forecast all from Claude. It’s now available in beta on all paid plans for organizations Salesforce approves through its beta sign-up. For more information, see our blog post: Bringing Salesforce into Claude.