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Roll Out the Salesforce in Claude Plugin (Beta)

Roll Out the Salesforce in Claude Plugin (Beta)

Choose how the Sales Cloud in Claude plugin becomes available to your users.

In Claude, go to Organization Settings > Plugins. Next to the Sales Cloud in Claude plugin, choose a rollout option.

  • Installed by Default - Pre-installs the plugin for everyone in the beta.
  • Available to Install - Allows users to add the plugin themselves from Browse Plugins.
  • User groups - Provisions the plugin to specific groups, such as on by default for the sales team only.
 
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