Salesforce officially integrates with Claude, with 37 sales Skills that directly look up customers and modify sales records.
Beating AI News Flash: Anthropic and Salesforce officially launch Salesforce in Claude Beta. It connects customers, opportunities, and sales pipelines in Salesforce directly into Claude, with 37 built-in sales Skills. Salespeople can look up customers, prepare for meetings, evaluate opportunities, and view sales pipelines without leaving the conversation, and can also directly update CRM records. Previously, this feature was only available in pilot to a small number of customers.
Claude can also combine information from Salesforce, Slack, and email to automatically generate daily briefings, pre-meeting materials, and post-meeting follow-ups, and even generate interactive sales dashboards based on real-time data. Before modifying Salesforce data, Claude still asks for user confirmation by default, and can only access data that the original account has permission to view.
About 7,000 salespeople within Salesforce are already using it, and GitLab, Siemens, and Legora have also deployed it.
In the future, sales may not necessarily have to click through the CRM interface every day—Claude can directly become the entry point for operating Salesforce.