Platform
Claudeforce
Claudeforce is the expanded Salesforce and Anthropic partnership announced on August 26, 2026. Its first release, Salesforce in Claude, lets sellers look up and update Salesforce data without leaving Claude. We get your org ready for it and roll it out properly.
What we do with Claudeforce
Readiness assessment
Claude can only reason over the data it can see. We review data quality, required fields, duplicates, and your sharing model before anyone connects.
Permission review
Profiles, permission sets, and field-level security checked so Claude sees exactly what each seller is allowed to see in Salesforce, and nothing more.
Pilot rollout
A small group of reps, a defined set of tasks (meeting prep, deal reviews, pipeline updates), and success measures agreed up front.
Process fit
Prompts and skills adapted to your stages, exit criteria, and forecast categories, so updates from Claude land in Salesforce the way your managers expect.
Phased expansion
Capabilities are arriving in stages. We track what is generally available for your edition and plan the next phase as features ship.
Questions we hear
What is Claudeforce?
Claudeforce is the name Salesforce and Anthropic gave their expanded partnership in August 2026. It brings Claude's reasoning together with Salesforce data, workflows, and governance. The first product is Salesforce in Claude, a plugin aimed at sales teams.
Do we need clean CRM data before turning it on?
You'll get far more from it if you do. Claude answers from your records, so stale opportunities, duplicate accounts, and empty fields show up directly in its answers. A short cleanup sprint is usually the best first step.
Tell us what's stuck.
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.