Which AI tools does this work with?

The sources used it with Claude.

Where did this come from?

Salesforce (Claude Help Center). Subvolts collected, normalized and credited it; the link above opens the original.

Checklist Sales and email Personal and everydayIntermediate · 10 min

Enable Salesforce plugin in Claude

Steps to enable the Salesforce plugin for your organization and link your personal Salesforce account.

ClaudeTop pickParaphrased

Items

Open in ChatGPT Open in Claude

Ask your organization's admin to enable Salesforce in Claude.
If enabled by admin, click 'Add' for the plugin.
Click the toggle to enable the plugin if not already done.
Click 'Add to Claude'.
Sign in with your Salesforce account.
Allow the setup skill to run to personalize the plugin.

Ask your organization's admin to enable Salesforce in Claude.
If enabled by admin, click 'Add' for the plugin.
Click the toggle to enable the plugin if not already done.
Click 'Add to Claude'.
Sign in with your Salesforce account.
Allow the setup skill to run to personalize the plugin.

Before or after

before

Context

Setting up the Salesforce plugin in Claude for individual use.

What it does and when to use it

A checklist for users to follow to enable and set up the Salesforce plugin within Claude. This includes steps for administrators to enable the integration and for individual users to link their Salesforce accounts.

Why it works

Following these steps ensures the plugin is correctly installed and configured, allowing Claude to access and utilize your Salesforce data for sales tasks.

When not to use it

When your organization has not approved the beta program or when you are not a Salesforce user.

Sources and credit

Use Salesforce in Claude ↗Salesforce · Claude Help Center · Sep 16, 2026 · paraphrased

First seen on Subvolts Sep 16, 2026. Updated Sep 18, 2026. Spotted a problem? Tell us.

Where it shows up

Use Salesforce in ClaudeAnthropic · Claude Help Center · Sep 16, 2026

Terms used

Plugins

Related in the PlaybookPlaybook →

The Playbook: reusable how-tos, prompts, configs and tips pulled out of the news.

Case studyServiceNow boosts sales productivity with Claude coaching toolClaude-powered tool synthesizes prospect data to cut sales prep time by 95%. · 30 min
PromptPrep for a renewal call with an accountGet a brief on an upcoming renewal, pulling data from Salesforce, calendar, and email. · 2 min
PromptShow accounts untouched for 30 daysDisplay a list of your Salesforce accounts that have had no recent activity. · 1 min
Case studyDC Department of Health chatbot for health programs and servicesA custom chatbot, Knowledge Assist, provides quick, accurate health information in English and Spanish. · 30 min
PromptRedact PII from text with examplesRemove personally identifying information from text, replacing it with XXX, using provided examples. · 5 min
ChecklistResponsible AI deployment checklist for enterprisesEnsure safe, confident, transparent, and accountable AI use by combining Anthropic's principles with Accenture's governance expertise. · 20 min

Questions people ask

Which AI tools does this work with?: The sources used it with Claude.
Where did this come from?: Salesforce (Claude Help Center). Subvolts collected, normalized and credited it; the link above opens the original.

Enable Salesforce plugin in Claude

Questions people ask

OpenAI (ChatGPT)

Google (Gemini)

Anthropic (Claude)

Microsoft (Copilot)

Meta (Meta AI)

xAI (Grok)

Across the six

Subvolts