Finally, the sales team you always wished you had.
Run on Claude for Salesforce. A Claude UI for your Salesforce.
Your forecast reflects what reps typed, not what happened on the call.
Your reps work from Claude and confirm the update. Salesforce stays your system of record.
We connect Claude to Salesforce in a short build, on subscriptions you hold.
Tell us how your team works today. We build a demo on your workflow and send you a recorded walkthrough within 3 business days.
You run Salesforce. This is built for you.
Yes. It works with your Salesforce.
Your Salesforce stays your system of record. Your licenses, your admin, your reports and your dashboards stay as they are. Claude works with the org you have. Nothing here asks you to change what Salesforce is.
What changes is where your reps work and who does the typing. Your reps work from Claude. The record is updated from the call, the email thread and the meeting, the rep confirms it, and every change is logged.
We work with everything you already have and make the workflows AI-native.
For sales leaders, RevOps, and IT and security
For sales leaders
- A forecast you can trust, because each number points to the call or email behind it.
- Pipeline review without the cleanup. The meeting starts with the deals, not with fixing fields.
For RevOps
- Records stay complete without chasing reps. Reps are not typing, and the fields still get filled.
- One data model you can see and change. Your Salesforce admin keeps control of objects, fields and reports.
- Time back for analysis instead of cleanup.
- You own the data model and the dashboards.
- When a rep leaves, the deal history stays → Sales knowledge continuity
For IT and security
- Runs on subscriptions you hold. We host nothing and run no servers for you.
- Every agent write to Salesforce goes through MuleSoft: logged, attributable to a user, and limited to the fields you approve.
- Your Salesforce licenses, permissions and reports stay as they are.
- Data stays in Salesforce and an enterprise-grade contextual database in your name. You hold both subscriptions.
What you get when Claude is connected to Salesforce
Most Salesforce orgs hold the answers leadership asks for every week. What is in the pipeline? What is the real forecast? What happened on that account last month? Reps still spend time pulling those answers from list views and reports, and updating fields by hand.
Four things change once Claude is connected well:
Pipeline answers in plain language.
“Which deals haven’t moved in three weeks?” is answered in a sentence, with the deals listed.
A forecast you can trust.
Claude reads the same records your team does, plus the calls, emails and notes around them. The number reflects what is happening on each deal, not only what is typed in a field.
Reps stop typing.
The CRM fills in from calls, emails and meetings, and your RevOps team still owns the data model. Fields are updated without anyone being asked to remember.
Meeting prep with full account context.
Before a call, Claude assembles the account history, open opportunities and recent activity in one briefing.
How to connect Claude to Salesforce: Claude, your Salesforce, and the context between them
Your reps work from Claude. Claude reads your Salesforce and the conversations around each deal: the calls, the email threads, the meeting notes and the decisions. It drafts the update, and the rep confirms it.
Salesforce stays your system of record and stays current. MuleSoft governs what the agent writes back. Agent writes wait for the rep to approve them, then go through MuleSoft, and every write is logged and attributable.
We start with a short build together: which Salesforce objects and which conversations go in, and which fields Claude may update on its own and which wait for a person to approve.
Everything runs on subscriptions you hold. We run no servers for you.
Works with Claudeforce. Claudeforce runs in Claude; so does what we build.
Sales workflows designed as if AI existed from the start
Reps do not open a record to update it. Claude drafts the change from the call, the rep confirms, and Salesforce gets it. Pipeline review starts with the deals, not with fixing fields.
We run on this
We do not recommend a pattern we have not used. Green Irony runs its own company on Claude, and the same Claude pattern runs our company daily.
Our fixed-bid quoting used to take weeks of back-and-forth. It now takes minutes. This is our own experience, not a promise for your team. We use the same approach to screen candidates and to flag customers at risk of leaving. In each case Claude works from our records and the conversations around them, with every action logged.
Related: Salesforce Implementation (AI-led) · MuleSoft integration services · Connecting AI agents to your CRM
No cleanup project first
Duplicate accounts, stale stages and empty fields are why AI answers about a Salesforce org come out wrong. You do not have to fix them before you start. Once reps work deals from Claude, each update is drafted from the call or email and confirmed by the rep, so the record gets more accurate as the team uses it. If you want a baseline first, our Salesforce Reviver health check shows what is duplicated, stale, missing and unused.
See it on your Salesforce
Tell us how you use Salesforce today and which workflow to show you. We build the demo around that workflow.
Then, if you want, we walk through it live with you. Already have Claude connected to Salesforce and want a second opinion before a security review? Say so on the form. We do that too.
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