Configure Your Workspace in Salesforce in Claude (Beta)

The Configure skill gathers your role, recently viewed Salesforce records, recent activity, and open opportunities on your accounts — so you're ready to sell.

To get started, say "configure," "set me up," "onboard me," or "get me started." You can also use /configure. If it's your first time using Salesforce in Claude, you're prompted to run it automatically.

Configure never runs on its own in the middle of a conversation. Ask for it directly, or accept the first-run prompt.

Important Configure requires an active Salesforce connection. If you haven't connected yet, Claude asks you to connect the Sales Cloud server through /mcp before continuing.

When you run Configure, Claude:

• Sets up a recurring daily Salesforce Updates task that keeps the task itself current and version-aligned.
• Gathers your role, recently viewed Salesforce records, recent activity, and open opportunities on accounts that you own.
• Welcomes you and shows a quick menu of what you can do next.
• Builds Your Sales Intelligence, a live view of your book of business, on request.

Note Connecting Slack is optional and doesn't affect what Configure sets up — it only changes the wording of your welcome message.

Salesforce in Claude is a beta service governed by the Beta Services Agreement and requires Claude Enterprise.