Anthropic releases Salesforce in Claude plugin in beta to automate seller workflows

Anthropic has released Salesforce in Claude in beta, a plugin built with Salesforce that integrates a seller’s accounts, opportunities, and pipeline directly into Claude. The tool includes 37 skills designed for daily seller tasks such as account research, call preparation, pipeline review, and CRM updates. By automating the assembly of information from Salesforce, email, call recordings, and Slack, the plugin aims to reduce administrative overhead, with Claude updating Salesforce records only after seller approval. The integration relies on two connectors: the Salesforce connector for reading and acting on CRM data, and the Salesforce Slack connector for managing deal-channel summaries and account-team threads. Key workflows include generating daily briefs, preparing for calls by aggregating context, building close plans by scoring deals against methodologies, and reviewing pipelines with interactive dashboards. The plugin is currently used by GitLab, Siemens, and Anthropic, with 7,000 of Salesforce's sellers using it in their work.