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Connecting Salesforce lets Claude read accounts, contacts, opportunities, and cases (and write, if you grant it) in any channel where the connector is on. Claude connects with its own credential, not a person’s. The connector uses the OAuth 2.0 client credentials flow.

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Create the credential in Salesforce

Create a connected app (or External Client App) with the client credentials flow enabled, and set a dedicated integration user as the app’s run-as user. Salesforce’s guide is Configure a Connected App for the OAuth 2.0 Client Credentials Flow. You’ll need from Salesforce:
  • The app’s Consumer Key (the client ID), from its Settings tab
  • The app’s Consumer Secret (the client secret)
  • Your org’s My Domain host (for example yourcompany.my.salesforce.com)
Assign the integration user a Permission Set scoped to the objects and fields Claude should reach. Read-only is the recommended starting point.

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Add the connector

Go to Organization settings > Claude Tag > Connectors, click Add, and select Salesforce. Fill in these fields in the connect form. The first credential you add for a service from the Connectors tab is on in every workspace and channel as soon as you save it. To give it narrower reach, see where a new connector applies before you save the connector. The Allowed websites field shows an example host that can’t resolve. Enter your org’s host there, then click Connect to save the connector. To change the host later, go to Organization settings > Claude Tag > Connectors, click Salesforce, open the menu on the credential’s row in the Access from table, and click Edit. In the Edit connection dialog, the Allowed websites setting is labeled Allowed hosts. Change the host there and click Save. The Agent Proxy injects the credential at the network boundary; the model and the sandbox are not given the key. See how Agent Proxy works.

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Verify the connection

In a channel where the connector is on, in a new thread:
Check the integration user’s login history in Salesforce Setup to confirm the call landed under that user.