How much does Salesforce in Claude cost and who can use it?

There is no separate price at launch; the beta is available on all paid Claude plans for organizations that Salesforce approves through its beta sign-up, and eligibility requires the latest Sales Cloud enterprise edition. Salesforce admins request access through AgentExchange and receive setup instructions by email; a Claude admin then connects Salesforce once for the organization and chooses which groups get the plugin. Anthropic states it does not train on customer data by default on Team and Enterprise plans.

What can Claude actually do in Salesforce?

Read and act on CRM data within the seller's permissions: summarize account history, update opportunities, log calls, create follow-up tasks, add missing stakeholders as contacts, and change stages or close dates. Documented workflows include a scheduled morning brief (meetings, deals closing soon, at-risk opportunities, unread threads), call prep that pulls from Salesforce, Slack and email, deal scoring against the team's methodology with a drafted mutual close plan, post-call follow-up emails and Slack summaries, and an interactive pipeline dashboard with drill-down by account that can be shared with leadership.

Is it safe to let Claude write to Salesforce?

Salesforce stays the system of record, sellers sign in with their own Salesforce credentials, Claude reads only what those permissions allow, and by default Claude asks the seller to approve each proposed change before writing it. That approval gate is the key control; teams that want stricter governance can limit which groups receive the plugin. Note that Anthropic and Salesforce say there are 37 skills but have not published all 37 names in one list; Salesforce's public plugin repository on GitHub shows 32 skill folders.

Quick Answer

What Is Salesforce in Claude? 37 Sales Skills Explained

Q: What is Salesforce in Claude?

Salesforce in Claude is a plugin built by Salesforce with Anthropic, released in beta on September 15, 2026, that lets sellers work their accounts, opportunities and pipeline from inside Claude under their existing Salesforce permissions. It ships with 37 prebuilt sales skills covering account research, call prep, call follow-up, pipeline review, renewal prep, QBR decks, pipeline coverage and CRM updates, plus two connectors (Salesforce and Slack). It is the first experience under the Claudeforce partnership announced August 26, 2026, and works in Claude chat and Claude Cowork on web and desktop.

Published: September 18, 2026

The short answer

Salesforce in Claude is a Salesforce-built plugin for Claude, in beta since September 15, 2026, that puts a seller’s accounts, opportunities and pipeline inside Claude with 37 prebuilt sales skills and two connectors (Salesforce and Slack). Claude reads under the seller’s existing Salesforce permissions and, by default, asks before writing anything back. It is the first “Claudeforce” experience from the Salesforce–Anthropic partnership announced August 26, 2026.

What it does

Anthropic’s launch framing is that account executives lose hours a day to meeting prep and follow-up, manually pulling information from Salesforce, email, call recordings and Slack. The plugin does that assembly and, once the seller approves, updates Salesforce. The documented workflows:

Morning brief — a scheduled, background-run summary of the day’s meetings, deals closing soon, at-risk opportunities and unread threads that need a reply, available in the Claude app. From the brief the seller can tell Claude to push a close date, change a stage or add a task, and Claude writes the update. It can also wrap the week and draft a manager update.
Call prep — pulls open opportunities and their status, what the account team discussed that week in Slack, unanswered threads, and open questions from previous calls. Stakeholders found in threads but missing from Salesforce get added as contacts.
Deal review — scores an opportunity against the team’s sales methodology (qualification gaps, unmet stakeholders, close-date risk), then drafts the business case and a dated mutual close plan, fills qualification fields and adds contact roles, all saved on approval.
Post-call follow-up — turns a transcript or notes into a follow-up email, a Slack deal-channel summary and drafted opportunity updates (next steps, stage, close date).
Pipeline review — builds an interactive dashboard with coverage by stage, deals most likely to slip and why, and drill-down by account; leaders can run the same views across the team, and Claude drafts the forecast narrative in the format leadership expects.

A setup skill runs on first use, identifies the seller’s tools and connectors, and creates a Claude Artifact tailored to their role and book of business.

The 37 skills

The Claude Help Center lists the skills as covering renewal prep, QBR decks, pipeline coverage, meeting follow-up, account research, call prep, pipeline review and CRM updates. Neither company has published all 37 names in one list; Salesforce’s public plugin repository on GitHub shows 32 skill folders (including call-prep and call-follow-up), so expect the count to shift as the beta evolves.

Permissions and data handling

Salesforce remains the system of record. Sellers sign in with their Salesforce credentials; Claude sees only what their permissions allow.
Approval by default. Claude proposes each change and waits for the seller to approve before writing.
Training. Anthropic says it does not train on customer data by default on Team and Enterprise plans.
Admin scope. A Claude admin connects Salesforce once per organization and picks which groups get the plugin; Salesforce admins request beta access via AgentExchange.

Availability and requirements (as of September 18, 2026)

	Detail
Status	Beta, all paid Claude plans, subject to Salesforce beta approval
Salesforce requirement	Latest Sales Cloud enterprise edition
Surfaces	Claude chat and Claude Cowork, web and desktop (Cowork and chat are merging into one Claude for Pro and Max over the following weeks)
Connectors	Salesforce (read/write CRM), Slack (deal channels, account-team threads)
Price	No separate fee announced at launch

How it fits with Koa and Agentforce

The same day, Salesforce launched Koa, its own Nemotron-based CRM reasoning model, and AIforce, which opens Salesforce data, permissions and actions to outside AI tools. The split is: Koa handles well-specified agent workflows inside Agentforce; Salesforce in Claude is the conversational, seller-facing layer where Claude is the interface and Salesforce governs access. Claude also remains the default reasoning model for Agentforce Coworker and Slackbot.