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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
Frequently asked questions
What you need to know about connecting Salesforce to Claude Cowork.
- What can Claude Cowork do with Salesforce?
- Once connected, Claude can query CRM records, manage leads, and automate Salesforce workflows from Cowork, then turn the results into summaries, reports, and finished work.
- Is the Salesforce connector free in Claude Cowork?
- The connector is included with Cowork, which comes with Claude's paid plans (Pro, Max, Team, and Enterprise). You connect your own Salesforce account, and standard Salesforce pricing still applies.
- What permissions does Claude need for Salesforce?
- You authorize access through Salesforce's standard connection flow and choose the scopes Claude can use. You can revoke access at any time.
- How do I connect Salesforce to Claude Cowork?
- Open Claude Settings, go to Connectors, find Salesforce, authorize the connection, and start using Salesforce in any Cowork conversation.