Your org has an AI option for every job. Here’s where Claude actually fits.

A hands-on workshop for Salesforce administrators: connect Claude to your org through Salesforce Hosted MCP, starting from a secure, read-only foundation, and run a real opportunity or account review live, no write access required to prove the value.

WHO THIS WEBINAR IS FOR

• You administer Salesforce, with RevOps and operations leaders as a natural second audience
• You’ve heard of Agentforce, Slackbot, and Claude and aren’t sure how they relate, or which one is actually right for a given job
• You want a connection method an admin would actually sign off on: no custom integration project, permissions and sharing rules fully respected

WHAT YOU’LL LEARN

• Where Claude fits on the AI spectrum: Slackbot as fast, connected Assistant behavior; Claude as strong Advisor behavior for synthesis, analysis, and judgment; Agentforce as native agents that execute Salesforce-centered processes; and how Claude can invoke Agentforce for execution when action is needed
• What Salesforce Hosted MCP is: how it connects Claude to your CRM through a Salesforce-managed connection, no middleware to build or host
• The setup an admin should walk in expecting: activating the Hosted MCP server, creating a Salesforce External Client App, configuring OAuth scopes and token policies, and authenticating each named user
• The read-only SObject server: why starting with a secure, read-only connection is the deliberate first move, not a limitation
• How permissions and sharing rules keep working: Claude connects through each user’s own login, so it only ever sees what that person is already permitted to see, nothing new to configure from scratch
• Skills for recurring Salesforce work: how a Skill tells Claude which of two overlapping fields to trust, so pipeline and account reviews stay consistent no matter who runs them
• Live demo — Connect + Read-Only Review: watch Claude connect to a live Salesforce org through the hosted, read-only server and run an opportunity or account review, surfacing at-risk deals and stale data, with the permission boundaries visible on screen

YOU’LL LEAVE WITH a fill-in-the-blank Salesforce Admin Context Template covering Hosted MCP setup, object and field context, and Skills configuration, ready to paste directly into your own Claude Project.

BEFORE YOU JOIN bring a free or paid Claude.ai account and admin access to a Salesforce sandbox or org. We’ll walk through activating Salesforce Hosted MCP’s read-only server live, together.

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Why Claude + Salesforce: A Read-Only Starting Point an Admin Can Actually Trust

Most Salesforce teams are already exploring AI somewhere in the platform, or in a chat tab. Very few have connected Claude to the org through a path an admin would actually sign off on. That’s not a technology gap, it’s a trust gap, and it’s exactly what this workshop is built to close.

Salesforce Hosted MCP answers that directly: it connects Claude to the CRM through a Salesforce-managed connection, with no custom integration project and no middleware to build or host. There’s still real setup involved, activating the selected Hosted MCP server, creating a Salesforce External Client App, configuring OAuth scopes and token policies, and authenticating each named user, but none of it requires building a bridge from scratch.

This workshop follows process before technology: the business process comes first, Salesforce may enforce parts of it, but the process itself isn’t defined by however the org happens to be configured today. Claude elevates that process rather than masking it, so inconsistent stages or stale opportunity data will surface faster with Claude in the loop, not slower. That’s exactly why the workshop starts with the read-only SObject server, a secure, deliberately narrow connection that proves the workflow before anyone talks about write access.

Permissions and sharing rules keep doing their job the entire time. Claude connects through each individual user’s own login, so it can only ever see what that person is already permitted to see in Salesforce, a per-user boundary, not a blanket one, with nothing new to configure from scratch. On top of that, Skills give Claude the reusable context, and the object, field, and relationship context, it needs to be useful instead of guessing: when a single object has two overlapping “next step” or “close date” fields populated by different teams, a Skill tells Claude which one to trust, and does it consistently for every manager who asks.

The workshop also places Claude on the same spectrum as the AI tools your team already knows: Slackbot for fast, connected Assistant behavior on prescriptive tasks inside Slack; Claude for Advisor-level synthesis when the work calls for analysis, cross-system context, or human judgment; and Agentforce for native agents that execute Salesforce-centered processes using CRM data, Flow, Apex, and APIs. Claude can even invoke Agentforce for execution when action is genuinely needed, and teams can collaborate with Claude directly inside Slack through Claude Tag, showing these roles working together rather than competing for the same job.

The live demo, Connect + Read-Only Review, shows Claude connected to a live org through the hosted, read-only server, running an opportunity or account review that surfaces at-risk deals, stale data, and patterns worth a manager’s attention, with the permission boundaries visible on screen the entire time. No write actions. No record changes. Today, Claude stays in Assistant and Advisor territory, by design.

Frequently Asked Questions

• What is Claude + Salesforce?Claude + Salesforce refers to connecting Anthropic’s Claude to a Salesforce org through Salesforce Hosted MCP, a Salesforce-managed connection that lets Claude query CRM data, such as opportunities and accounts, within the bounds of a user’s existing permissions.
• What is Salesforce Hosted MCP?Salesforce Hosted MCP is a Salesforce-managed way to connect Claude to a Salesforce org without building or hosting custom middleware. Setup involves activating the selected Hosted MCP server, creating a Salesforce External Client App, configuring OAuth scopes and token policies, and authenticating each named user.
• Is it safe to connect Claude to my Salesforce org?Yes, when it starts from the read-only SObject server, as this workshop recommends. Claude connects through each individual user’s own login, so it can only see data that user is already permitted to see under existing Salesforce permissions and sharing rules, nothing is opened up beyond that.
• How is Claude different from Agentforce?Agentforce is Salesforce-native and built to execute Salesforce-centered processes using CRM data, Flow, Apex, and APIs. Claude is strongest as an Advisor, handling synthesis, analysis, and judgment calls across accounts, opportunities, and other systems. The two can work together: Claude can invoke Agentforce for execution when an action is genuinely needed.
• Do I need to give Claude write access to get value from it?No. The recommended starting point is a read-only connection through the Hosted MCP SObject server, proving the workflow with an opportunity or account review before considering any write access, and only expanding access when there’s a clear, demonstrated need.
• What will I actually leave the webinar with?A fill-in-the-blank Salesforce Admin Context Template covering Hosted MCP setup, object and field context, and Skills configuration, ready to paste directly into your own Claude Project to run your own read-only pipeline or account review.