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Connect Salesforce to Cowork
Query CRM records, manage leads, and automate Salesforce workflows from Cowork.
What Cowork can do with Salesforce
- Search and update contacts, leads, and opportunities
- Run SOQL queries against your Salesforce data
- Create and manage cases and tasks
- Generate reports and dashboards summaries
How to connect
- Open Claude Settings → Connectors
- Find Salesforce in the directory
- Authorize via Salesforce OAuth and choose your Salesforce org
- Start using Salesforce commands in any Cowork conversation
Default permissions
- Read access to standard and custom objects
- Write access to records you own or have permission to edit
- No access to setup or admin configurations