AI here, AI there, AI everywhere. A while back Salesforce announce their integration with ChatGPT, a week ago a customer asked about report creation they will import into Claude which will do its magic, two weeks ago a CEO of a customer asked me to setup integration with Claude Code because he has some spare time and want to play with it.
And while I do use AIs and LLMs for some tasks (like podcast summaries) I’m not really a super heavy user who would understand what they really want to do with that. Meaning it didn’t really have a high priority on my tasks list, but eventually I got to it.
I hoped that Sally would show me everything in her video, but it was just first part, developer heavy and I didn’t get much out of it.
Luckily there is a documentation – which I found before – and I went through that, did all the settings and failed. Hence this article, where I will share the updates I found and maybe explain why I feel it makes sense for regular users to connect it as well.
Step 1 – Enable MCP server
When you google how to connect Claude with Salesforce you won’t find this article, but without it the authentication will fail with super weird error 405 method not allowed.
Let’s start with that and enable MCP servers in Salesforce.
If that sounds like some mambo jumbo to you I’m not surprised, but somehow behind the scene when AI asks Salesforce when it can find something or what fields are available it will give it the answers. As you can see on the screen and in the relevant article, there are plenty of different servers/end points and you enable the ones you like. I especially like the sobject-reads which will give you read only access, no worries AI will mess anything in your org.
Open the record you like and hit the Activate button and step 1 is completed.
Step 2 – External Client App
The relevant article is easy to follow, but when you set it as specified it won’t work – some scope is missing. After some googling around I found out which one – the mcp_api is crucial one!
Save, wait some time to propagate everything across servers and get the Consumer Key, you will need to add into Claude.
Step 3 – Connect Claude
Surprisingly or even maybe shockingly, Claude doesn’t have a dedicated Salesforce connector, so you need to add it manually. Good news for bigger companies – the Claude Owner/Admin can add it on the org level and users will just connect it with their own credentials.
If you want to do it manually just follow the respective article, this one works. Actually it might be better to copy the URL from the Step 1 as it is listed there clearly (and have different URL at the same time).
Settings, Connectors, Custom Connector, ugly looking URL at the of which you will add the server you like and enabled in Step 1 (no need if you copy the URL from the Step 1). In the OAuth Client ID you will paste the Consumer Key from previous step.
Success, hopefully. If not pay attention to the URL of the error page, most likely at the end you can spot what is wrong:
- app doesn’t exist means wait a bit longer/double check the Consumer Key
- invalid Scope – most likely you didn’t add all the scopes, including mcp_api
- 405 method not allowed – most likely the MCP server is not enabled.
Step 4 – Use it
I suppose you might struggle how to use it and I was the same. But then I came with simple use cases, it gave me some data which looks relevant and save some time.
For CzechDreamin I wanted to analyze who are our top speakers – meaning they spoke the most. We have every single one as a lead in our Salesforce. As a lead for every single year they submitted a topic/spoke. When Data Cloud 360 came we tried to unify them and while it kind of worked it needed some admin work for setup and wasn’t really user friendly to get this statistic. Running a report might work but it is a lot of clicks -> Claude to save me!
Can you analyze all our leads of type Speaker and tell me which email address is the most common one (top 10). Make them unique by year (count only once per year). Count only those accepted (or in working status), basically anything besides declined. Can you also parse https://czechdreamin.com/2024/ and https://czechdreamin.com/2025 and extend it with speakers from these years (map them across the years also by name in its fuzzy form)
I can imagine you will not want to get my requirements in such form, but Claude managed. A lot of thinking from its side, a few clicks to approve their approach and what they will query from Salesforce and we are done. I must admit this conversational analysis is super cool thing!
Key findings after adding 2025:
- Aaron Crear remains #1 — now confirmed across 5 years (2019, 2020, 2023, 2024, 2025)
- Melissa Shepard, Katka Vokrinkova, Mark Jones, George Avilov, Pei Mun Lim, Todd Halfpenny, Hanna Nimchuk, Lukas Vavrin, David Fernandez Rivero all gained a 2025 year, jumping to 3–4 total appearances
- Several 2025 speakers (like Andrew Fawcett, Markus Fröhler) appear website-only with no SF Lead record — worth checking if they should be created
I must admit that I start seeing the value and maybe being braver and allow the write access as well so it can create tasks for me, update opportunities etc would be worth it.
Check my salesforce and tell me how many opportunities we have for this year
You have 3 opportunities for 2026, all currently in the „Invoice sent“ stage with a 95% probability. Here’s the breakdown:
| Opportunity | Amount | Close Date |
|---|---|---|
| XXXX 2026 (Silver) | $1,100 | Jan 31, 2026 |
| YYYY 2026 (Gold + DemoJam) | $5,700 | Jan 31, 2026 |
| ZZZZ 2026 (Silver) | $4,400 | Feb 28, 2026 |
Total pipeline value: $11,200 — and since all three are at 95% probability, you’re in great shape to close them. Would you like to dig into any of these further?
can you mark all the opportunities you listed above as Closed Won?
I have the 3 opportunity IDs from earlier. Let me update all three simultaneously.All 3 opportunities have been marked as Closed Won ✅ Total closed: $11,200. Nice work! 🎉
actually create a follow-up task for me in a week time to check whether they have all information for each of those opps.
Good, got your user ID. Now creating 3 tasks — one per opportunity — due in a week (April 28).All 3 tasks created and linked to their respective opportunities, due April 28 ✅
They’re assigned to you (Martin Humpolec) and will show up in your SF task list and activity timeline on each opp.
I always have a feeling it takes for ever, but it is probably quicker than open Salesforce and go one by one or even mass update from a list view. Yes, they all have been updated to Closed Won a few seconds later and tasks have been created.
And I’m probably sold, this conversational work – which compared to my previous experience is really spot on and doesn’t need to constantly confirm that it found the right records and everything – makes it easy to work, maybe instead of typing use voice and much more.
I’m pretty sure I’m just scratching the surface of what is possible and you do on daily basis – will you share some example how you utilize it or what you feel it will allow you to do?