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Update Summary

Salesforce in Claude is now in beta for paid plans. The plugin brings Salesforce accounts, opportunities, pipeline, and Slack-connected sales workflows into Claude under existing permissions.

Update Details

Security

  • Claude uses the organization's existing Salesforce permissions and reads only what the user is allowed to access.
  • By default, Claude asks the user to approve each proposed change before writing it back to Salesforce.

New Features

  • Salesforce in Claude plugin with 37 pre-built sales skills for account research, call prep, pipeline review, and CRM updates.
  • Morning and Friday sales briefs that summarize meetings, closing deals, at-risk opportunities, and unread threads.
  • Interactive pipeline dashboard with stage coverage, slip risk analysis, account drill-downs, and shareable forecasts.
  • Setup skill that identifies tools and connectors and creates a role-specific Claude Artifact.

Hints

  • Available in beta on all paid plans for organizations approved through Salesforce beta sign-up.
  • Admins connect Salesforce once for the organization and choose which groups get the plugin.
  • Salesforce MCP can be installed directly through the marketplace.
  • Admins can request access through AgentExchange and connect Salesforce for the entire organization.

Links

Product Information

Vendor: Anthropic

Product: Claude

Product type: Other

Platform: Web

Vendor information published: Sep 15, 2026

Original release notes: View on vendor site

Published on updatealert.io: Sep 17, 2026

Description: AI assistant for drafting, analysis, coding, and enterprise workflows.