We connect Claude, Anthropic's AI model, to your Salesforce org. Admins and developers use it for development, reports and dashboards. Reps can get a bot inside Salesforce that answers questions like "give me people to call". We set up the connection, decide with you what Claude can see and change, and test it in a sandbox first.
900+ integrations completed · Salesforce partner · We sign BAAs
How we connect it
Which objects and fields Claude can read, and which it can change
MCP (Model Context Protocol) or the Salesforce API, through an integration user with only those permissions
Real questions tried in a sandbox, then your team shown what to ask
Claude on its own knows nothing about your org. The integration gives it a way in: either MCP (Model Context Protocol), a standard way for Claude to call tools that read and change Salesforce, or the Salesforce API, called from code we build. We pick the route that fits how your team will use it.
Claude connects as its own integration user. That user has permissions for the objects and fields you choose and nothing else, so Claude sees what the integration user can see. It can be read-only, or allowed to change records with a person approving the change.
For admins and developers, the connection is what lets Claude build fields, flows and code, write reports and put dashboards together in the org, with changes built in a sandbox first. For reps, the same connection powers a bot inside Salesforce that answers from your own records. The work the agents do is on AI agents for Salesforce.
If your org holds patient data, the Claude side matters as much as the Salesforce side. Claude can only be used with patient data under a business associate agreement (BAA) with Anthropic, on an eligible plan. Our own Claude Enterprise licenses are set up as HIPAA compliant, and we can help you get yours set up. See HIPAA-compliant Claude.
What's included
Claude connected to your org through MCP or the Salesforce API, whichever fits the job.
A Salesforce user for Claude alone, with a permission set for the objects and fields you choose.
Read-only to start, or write access on chosen objects with a person approving changes.
Connected to a sandbox for building and testing, and to production when your team is ready.
Claude set up with instructions about your org, so development, report and dashboard requests start from the right objects.
A bot inside Salesforce that answers rep questions like "give me people to call" from your records.
Help choosing the right Claude plan, and getting it set up for HIPAA where patient data is involved.
Your admins, developers and reps shown what to ask and what not to.
Objects, fields, flows, Apex and Lightning Web Components
Connected through MCP or the Salesforce API
Development, reports, dashboards and a rep bot, built on this connection
The right plan, a BAA with Anthropic, settings and staff rules
Apex and components for API-based connections
Built in Salesforce from a plain-English request
Book a free call. Tell us who would use it and what they need, and we show you how we would connect it and what access it would need.
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How it works
We look at your org, who would use Claude, and whether patient data is involved.
Objects, fields, read or write, and MCP or the API, agreed with you.
The integration user and connection set up and tested against a copy of your org.
Connected to production, with your team shown how to use it.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
It depends on the job. MCP lets Claude call tools against your org directly. The API route runs through code we build, like a bot inside Salesforce. We recommend one on the free call.
No. It sees what its integration user is allowed to see, and you choose that access.
Only if you allow it. We recommend a person approves changes at first.
We have connected Claude to Salesforce for more than a dozen clients.
Claude can only be used with patient data under a business associate agreement (BAA) with Anthropic, on an eligible plan. Our Claude Enterprise licenses are set up as HIPAA compliant, and we help you set up yours.
No. This connects Claude to Salesforce. On a free call we can talk through which approach fits.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
