Salesforce-Claude Accelerator
Claude Connector
Ask Your Org
Ask Your Org
Connect Claude to your Salesforce org in two weeks. Ask it plain-English, open-ended questions and get clear answers.Â
- Read-only, uses existing permissions
- Setup, build prompt library, train team
- Fixed fee of $20,000
- Any Salesforce cloud
- Uses existing permissions
WE USE SALESFORCE + CLAUDE OURSELVES
Ask in plain English. Get live answers.
No query language, no report request. A sample of what your team can ask on day one.Â
Pipeline
What is slipping out of this quarter, and why?
38 Ops • 3 Otter Calls • 1 Slack Thread
Win rate
What is our win rate by segment, this year versus last?
1,200+ closed deals • 6 segments •2 years
Lead sources
Which lead sources are converting best?
9,400 leads • 6 sources, • 18 months
Forecast
Where is the forecast thin, and which deals prop it up?
Pipeline • 4 Otter calls • 2 forecast reports
Account brief
Summarize everything on Acme before the QBR.
Acme record • 3 Otter calls• 1 Slack thread
Coaching
Which reps are carrying stale pipeline into next quarter?
Open opps • 7 reps • Activity dates
Discovery
Capture what matters.
- Working session with your leaders
- The questions that matter most
- What good answers look like
The Connector
Connect, read-only.
- Claude to your Salesforce org
- Claude layer in context
- No new access, single setup
Prompt Library
Ask the right things.
- Built around your team
- Pipeline, win rate, forecast
- Cross-source account briefs
Team Training
Make it stick.
- Live training for the team
- A one-page guide to keep
- Two weeks of support
Compared to Agentforce
Claude and Agentforce are best for different tasks. Agentforce handles structured, in-workflow automation inside Salesforce, while Claude handles open-ended, natural-language Q&A across your data.
Add in Read-Write
For teams looking for complete synchronization and a read-write setup, we can create a fast follow plan to support more custom configurations through our delivery-as-a-service model.
Ask Your Org is an accelerator-based MVP offer intended for organizations already running Salesforce products such as Financial Services Cloud, Sales Cloud, or Service Cloud, and that have, or plan to adopt, a Claude Team license (Team edition or above). The connector is read-only and requires Salesforce admin access. Pricing reflects standardized, repeatable builds and other assumed parameters and is subject to a pre-sales discovery call to confirm scope and pricing; exclusions apply.
