Anthropic Unveils Salesforce in Claude Plugin with 37 Prebuilt Sales Skills
Anthropic has released its Salesforce in Claude plugin, which brings sales teams' accounts, opportunities, and pipeline into the AI platform under their existing Salesforce permissions. The plugin includes 37 skills for account executives, including account research, call prep, pipeline review, and CRM updates.
The plugin automates administrative work and updates Salesforce once the seller approves. It uses two connectors to read and write data from Salesforce and Slack, providing a personalized morning brief with the day's meetings, deals closing soon, at-risk opportunities, and unread threads that need a reply.
For call prep, Claude pulls data from Salesforce, Slack, and email, including open opportunities, account team discussions, unanswered threads, and questions still open from previous calls. If it finds stakeholders not yet in Salesforce, it adds them as contacts on the account.