Claude in Salesforce: Our First Step Together with Anthropic

Claude in Salesforce: Our First Step Together with Anthropic

We’re working toward a partnership with Anthropic. We took a first step: registered with Anthropic and started our joint journey.

For Salesforce customers, the timing matters. Salesforce and Anthropic have expanded their own partnership (Claudeforce): Claude is available in Agentforce, and Salesforce in Claude is now in beta, bringing CRM data and actions into Claude under existing Salesforce permissions.

AI doesn’t have to be a separate project: it can grow out of the CRM you already run, with your data model, permissions and governance underneath.

Salesforce delivery cockpit with data from Jira, Tempo and Salesforce CRM

What that means in practice

  • Our consultants are going through Claude certifications.
  • We run Claude and Claude Code daily in our own CRM work and in our Implementation process.
  • The patterns we bring to your project come from using them, not from a vendor deck.

If you’re weighing where AI fits in your Salesforce setup, message us and we’ll walk you through what we run ourselves.

Řízení vztahů s obchodními partnery