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Sign In to Salesforce in Claude (Beta)
Connect your Salesforce credentials to Claude so you can start using Salesforce in Claude.
- In Claude, go to Customize > Connectors, and find Salesforce - Beta. Click Connect to Claude.
- Click Sign In and complete the OAuth flow with your Salesforce credentials.
- Ask a question tied to your own access, such as "What accounts do I own?" A relevant answer confirms that you're connected.
Next, see Configure Your Workspace in Salesforce in Claude to get started.
To learn how Claude decides what to do with your requests, see How Skills Work.
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