Salesforce and Claude collaboration plug-in “Salesforce in Claude” announced, providing 37 types of skills for sales

The answer is Salesforce in Claude, a plugin with 37 skills for sales.

Using Salesforce in Claude, salespeople can inquire about the status of deals and pipelines, update records, and consider next actions from the Claude interaction screen. The 37 skills include pre-negotiation preparation, confirming the health of deals, and pipeline inspections. When set up for the first time, it reads the salesperson's work status from systems connected to Claude, such as Salesforce and Slack, and automatically configures a dashboard that shows the accounts and pipelines in charge.

The foundation is "Headless 360." It is an architecture that exposes Salesforce data, workflows, business logic, and permissions in a form that AI can directly call, and connects via the MCP (Model Context Protocol), a connection standard that connects AI models and external systems. It is said that no separate system integration work is required.

Controls are based on existing authorities and rules.

In terms of control, we will adopt a design that passes all operations performed by Claude to the Salesforce side. Both answers and operations are performed within the scope of existing Salesforce permissions and business rules, allowing users to see only the information and perform only the operations they are authorized to do.

Once an administrator connects, authentication and privileges are centrally managed, eliminating the need to configure settings for each user or rebuild the privilege model. For operations that involve writing, Claude can select controls such as requesting confirmation from the user before sending an email outside the company. The two companies will jointly work on a protection function called "Enterprise Frontier Safeguards," which will be rolled out in stages starting in fall 2026, and will combine "zero data retention," in which no data is retained, with detection of serious abuse.

The partnership also extends to incorporating Claude into the Salesforce product suite. Claude can be used as an inference model for Agentforce's inference engine ``Atlas Reasoning Engine,'' and runs ``Agentforce Vibes'' and ``Agentforce Coworker'' as standard.

Through Amazon Bedrock, it can also be used within Salesforce's security boundary, the Salesforce Trust Boundary. Claude is the standard model in Slack and supports assistant functions such as Slackbot. According to Salesforce, Slackbot, which incorporates Claude, has generated an annualized productivity improvement effect of 8.1 million hours within the company, more than doubling from the previous quarter.

With this announcement, Salesforce took a stand on the "death of SaaS" controversy. For decades, enterprise software has relied on users interacting with fixed UIs, but now that agents have direct access to data, workflows, and rules, software has become the system behind any interface. We take the position that even if the role of SaaS as a screen is reduced, the data and business rules behind it will continue to have value.

Salesforce in Claude is currently available to some pilot customers, and an open beta version is scheduled to begin in September 2026. Skills for departments other than sales are planned to be added from the second half of 2026.