Claude practice
Adopting Claude across your business?
Claudeforce is one part of our Claude work. See the wider Claude consulting practice.
Agentforce practice
Building agents in Salesforce?
Claude is now available inside Agentforce. See how we design and deploy agents.
What is Claudeforce
Claudeforce is the Salesforce and Anthropic partnership, expanded
Salesforce and Anthropic announced Claudeforce on August 26, 2026 as an expanded partnership. It launches with Salesforce in Claude, a plugin with 37 prebuilt sales skills including meeting prep, deal health review and pipeline review.
Salesforce in Claude is made possible by AIforce, Salesforce’s enterprise harness, which exposes data and workflows to agents through MCP (Model Context Protocol) servers, APIs and CLI tools. The Claude Salesforce integration reaches three places: Claude itself, Agentforce and Slack.
Salesforce in Claude
Claude connects to Salesforce through a plugin with prebuilt sales skills.
Claude inside Agentforce
Claude is a reasoning model for the Atlas Reasoning Engine in Agentforce.
Claude in Slack
Claude is the default model for Slack AI and Slackbot.
Salesforce in Claude setup
Connect Salesforce in Claude once, for everyone
An admin connects Salesforce in Claude one time. Authentication and permissions are managed centrally, so users do not set up their own connections.
1
Admin connects
An admin connects Salesforce in Claude once.
2
Access managed centrally
Authentication and permissions are managed in one place.
3
Users work in Claude
Sales teams use the prebuilt skills from Claude.
4
Limited to the user
Claude sees and does only what the user is authorized to see and do.
Permissions and data readiness review
Claude sees and does
only what the user is authorized to see and do
That makes your existing Salesforce permissions and data quality the starting point. We review both before Claude is switched on for your teams.
Permissions review
Claude works within each user’s Salesforce access, so we check that access first.
How we support +Hide details −
- Profiles and permission sets by role
- Field and object access for sales users
- Who can use which skills
Data readiness
Skills such as deal health review depend on the data in your org.
How we support +Hide details −
- Opportunity and account record quality
- Fields the prebuilt skills rely on
- Gaps to fix before rollout
Central admin setup
One admin connection manages authentication and permissions for all users.
How we support +Hide details −
- Connection owner and process
- Authentication settings
- Ongoing access changes
Claude inside Agentforce
Claude is a reasoning model inside Agentforce
Claude also runs inside Salesforce. It is served through Amazon Bedrock within the Salesforce Trust Boundary.
Reasoning model
Atlas Reasoning Engine
Claude is a reasoning model for the Atlas Reasoning Engine.
By default
Agentforce Vibes and Agentforce Coworker
Also available to select in Agent Builder.
Claude in Slack
Claude is the default model for Slack AI and Slackbot
Teams that work in Slack can use Claude through Slack AI and Slackbot. We help you plan how Claude in Slack fits alongside Salesforce in Claude and Agentforce.
Slack AI
Claude is the default model for Slack AI.
- Summarizes channels and threads
- Daily recaps and huddle notes
- Search across conversations and connected content
How we support: We plan how Slack AI fits alongside Salesforce in Claude and Agentforce.
Slackbot
Claude powers Slackbot by default.
- A personal AI agent built into Slack
- Sees only what you can see and respects existing permissions
- Searches Slack and connected apps, including Salesforce records
- Drafts content and takes actions across connected tools
How we support: We plan how Slackbot fits alongside Salesforce in Claude and Agentforce.
How CloudMasonry helps
A Salesforce partner for your Claude Salesforce integration
Implementation
Set up Claudeforce
Connect Salesforce in Claude, review permissions and data, and configure Claude in Agentforce and Slack.
User adoption
Roll out the sales skills
Introduce meeting prep, deal health review and pipeline review to the teams that will use them.
Ongoing support
Keep pace as it grows
Add prebuilt skills as they arrive and adjust access as your org changes.
Claudeforce is new, and the way your team adopts it depends on your Salesforce org. We start with how you use Salesforce today, then plan the Claude Salesforce integration around it.
Book a discovery call
Talk through Salesforce in Claude, permissions and rollout with a CloudMasonry consultant.
Related: Claude consulting and Agentforce consulting.
