Claude + Salesforce
AI-powered CRM automation is coming to Claude. Update records, log activities, and get deal insights - all through natural conversation.
What We Know
Anthropic announced Salesforce as a "coming soon" integration for Claude's interactive tools. This will allow Claude to read and write Salesforce data through the Model Context Protocol (MCP), enabling natural language CRM automation.
Expected Capabilities
Record Management
Create, update, and query Salesforce records using natural language
Activity Logging
Automatically log calls, emails, and meetings to the right records
Pipeline Analytics
Get instant insights on your pipeline, forecasts, and deal health
Account Intelligence
Pull account history, contacts, and engagement data for context
Use Cases for Sales Teams
Pre-Call Research
Ask Claude to pull all relevant Salesforce data before a call: account history, open opportunities, recent activities, and contact details.
"Give me a briefing for my call with Sarah at Acme Corp. Pull their account history, open opps, and recent activities from Salesforce."
Post-Call Updates
After a call, tell Claude what happened and it will update the opportunity, log the activity, and create follow-up tasks.
"Log my call with Sarah. She confirmed budget of $50k, wants to move forward. Update the opp to Proposal stage and create a task to send pricing."
Pipeline Review
Get instant pipeline analytics. Ask about deal health, forecast accuracy, or which opportunities need attention.
"Which of my deals are most at risk? Show me opportunities with no activity in 14+ days."
Deal Coaching
Claude can analyze deal data and provide strategic advice based on your CRM history and patterns.
"The Acme deal is stuck at $75k. Based on similar deals we've won, what should I do to unstick it?"
Prepare Your Salesforce Instance
Get ready for Claude integration by preparing your Salesforce environment.
Audit Your Data Quality
Clean up duplicate records, ensure consistent field usage, and document your custom objects
Document Your Process
Map your sales stages, required fields, and workflows so Claude understands your process
Set Up API Access
Ensure you have API access enabled and understand your Salesforce edition limits
Train Your Team
Prepare documentation on how reps should interact with Claude for CRM tasks
Can't Wait?
Our GTM MCP Server provides similar sales automation capabilities today. While it doesn't directly integrate with Salesforce, it offers research, outreach drafting, objection handling, and deal strategy tools that work in Claude Code right now.
Try the GTM MCP ServerStay Updated
We'll update this page when Salesforce integration launches. Follow our updates or check back for the full setup guide and best practices.