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Connect Claude to Salesforce MCP (Beta)
With the MCP Server active and your External Client App configured, connect Claude to your org to finish setup.
- In Claude, go to Organization Settings > Connectors, and find Salesforce - Beta.
- Enter the Consumer Key and Secret from your ECA to complete the connection.
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In Claude, go to Organization Settings >
Plugins. Install the Sales Cloud in
Claude plugin.
This installs the plugin for you personally. To make it available to other users in your org, roll out the plugin separately.
Next, set tool restrictions so skills can access your org's data while keeping the beta read-only.
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