← Home/Solutions/Salesforce Headless · Door 06

Claude up front. Salesforce in the back.

Your teams aren't getting the most out of Salesforce? We keep Salesforce as the data backend and add Claude as the conversational interface. The user talks, Claude orchestrates.

Assess my Salesforce usage See how it works →
At a glance
Principle
Claude up front, Salesforce in the back
Scope
Sales · Service · Platform
Pilot
Pilot use case, then scale on retainer
Foundation
Skills × SF API · MCP · LOOP™ governance
The reality

You pay for 100% of Salesforce. You use
20% of it.

Salesforce ships 80% of the features your reps need. But the interface is too dense, the configuration too heavy, and adoption never follows.

20%
Features used
of Sales Cloud features are actually used day to day.
Salesforce Adoption Benchmark · 2025
60%
Notes lost
of meeting notes never make it into the CRM.
Gartner Sales Operations · 2025
<5%
Self-service reports
of reports are built by reps themselves — otherwise everything goes through a SalesOps ticket.
Forrester · Salesforce TCO · 2025
Our conviction · Salesforce Headless

An interface layer. A system of record.

You keep Salesforce as your system of record: data, governance, security. You put Claude on the surface: natural conversation, enriched context, frictionless sales moves. The Salesforce features lying dormant finally become actionable.

Claude · interface layer
Unstructured data
What the rep touches
Natural conversation, FR + EN
Understands the deal context
Content generation (emails, briefings)
MCP skills × Salesforce API
Adapts to the rep's role
Salesforce · system layer
Structured data
What stays your reference
Customer system of record
Data, schema, governance
Security, permissions, audit trail
Reports, dashboards, forecasting
Investment preserved at 100%
LOOP™ governance on every CRM action
Green · autoOrange · approvalRed · blockedBlack · out of scope
How it works

From usage diagnosis to deployment across clouds.

Three phases. We start on one pilot use case and one cloud, industrialize, then extend to Sales, Service and Platform.

1SF usage audit

Analysis of current Salesforce adoption and identification of the highest-value pilot use case.

Adoption analysis
Real usage per module, field completion rates, gaps between process and practice.
User friction
Field interviews: where teams drop off, what they work around, what they abandon.
Pilot use case selection
Selecting the highest-value cloud and use case to start with (Sales / Service / Platform).
Phase deliverables 1
SF adoption mapPilot use case decidedData scope defined
2Design & build skills

Architecture of Claude skills connected to the Salesforce API and build of the conversational agents.

Skills × SF API architecture
Mapping Salesforce objects, workflows and permissions onto Claude skills.
MCP integrations
Connecting Claude to Salesforce and business sources (Drive, mail, conversation tools).
Governance & security
LOOP™ trust zones, human validation on sensitive actions, red teaming.
Phase deliverables 2
Custom skills in productionSalesforce MCPsLOOP™ governance validated
3Adoption & scale

User launch, adoption and consumption measurement, progressive extension to the other clouds.

User launch
Pilot team onboarding, training on conversational usage, close support.
Adoption & consumption measurement
Per-user usage dashboard, Claude consumption tracking, ROI per use case.
Cross-cloud extension
Replicating the model Sales → Service → Platform, new use cases added continuously.
Phase deliverables 3
Adoption metricsCloud extension plannedContinuous training
1

SF usage audit

Map real adoption

We measure real Salesforce adoption, map user friction and identify the highest-value pilot use case — Sales, Service or Platform.

Adoption analysis

Real usage per module, field completion rates, gaps between process and practice.

User friction

Field interviews: where teams drop off, what they work around, what they abandon.

Pilot use case selection

Selecting the highest-value cloud and use case to start with (Sales / Service / Platform).

Phase deliverables 1
SF adoption mapPilot use case decidedData scope defined
2

Design & build skills

Conversational agents Claude × SF API

We design the Claude × Salesforce API skill architecture, build the conversational agents and their MCP integrations, and validate governance and security before handover.

Skills × SF API architecture

Mapping Salesforce objects, workflows and permissions onto Claude skills.

MCP integrations

Connecting Claude to Salesforce and business sources (Drive, mail, conversation tools).

Governance & security

LOOP™ trust zones, human validation on sensitive actions, red teaming.

Phase deliverables 2
Custom skills in productionSalesforce MCPsLOOP™ governance validated
3

Adoption & scale

Launch, measure, extend across clouds

We launch users, track adoption and consumption, train continuously, then extend the scope from Sales to Service to Platform.

User launch

Pilot team onboarding, training on conversational usage, close support.

Adoption & consumption measurement

Per-user usage dashboard, Claude consumption tracking, ROI per use case.

Cross-cloud extension

Replicating the model Sales → Service → Platform, new use cases added continuously.

Phase deliverables 3
Adoption metricsCloud extension plannedContinuous training
Use cases · rep assisted

Four ways to talk to Salesforce without opening Salesforce.

The user talks to Claude in natural language. Claude reads, reasons and updates Salesforce in the background.

Sales Cloud
35 min
Post-meeting recap
The rep talks for 30 seconds after their meeting. In one command, Salesforce gets the recap, the deal qualification and the next tasks. What took 35 minutes takes 30 seconds.
Salesforce feature activatedActivities · MEDDPICC · Path · Opportunity
Sales Cloud
+22%
Personalized outreach email
Claude reads the account, the opportunity and the latest recap. It writes the email in the decision-maker's tone, builds the sequence and logs everything in the CRM. 25 minutes saved per email.
Salesforce feature activatedSales Engagement · Cadences · Email templates
Sales Cloud
45 min
Account briefing before a meeting
Thirty seconds before the meeting, Claude aggregates recent signals, key contacts, open deals and support history. The rep walks in with the right angle. +8 pts of win rate on strategic accounts.
Salesforce feature activatedAccount Insights · Hierarchy · Related Lists
Sales Cloud
10×
Salesforce in natural language
“My pipeline above 100k that's starting to slip.” Claude turns it into a query, runs it in Salesforce, shows the list and suggests the next sales moves. Ten times faster than a SalesOps ticket.
Salesforce feature activatedReports & Dashboards · SOQL · List Views
Use cases · autonomous agents

Plus 3 agents that run with no one at the wheel.

Server-side, Claude agents work continuously on Salesforce. Invisible agent, visible impact: they read, reason and update — no user action required.

Sales Cloud
+18%
Nightly pipeline review
Every night, the agent reads the whole pipeline, cross-references Einstein scores, recent activity and weak signals. At 6:30am, a Slack message: the 3 deals to handle before noon, actions already drafted. Review cut to 15 minutes.
Salesforce feature activatedEinstein Opportunity Scoring · Pipeline Inspection
Sales Cloud
±5%
Augmented sales forecast
Every Sunday night, the agent recomputes the forecast, applies the slippage history of past cycles and drafts the comment ready to read in review. Landing predicted to ±5%, gaps spotted well ahead.
Salesforce feature activatedCollaborative Forecasts · Quota Management
Sales Cloud
−40%
CRM data quality
The agent runs continuously on the database: it merges obvious duplicates, submits doubtful cases to the Account Owner, escalates conflicts to data management. −40% data debt, base ready for audit.
Salesforce feature activatedDuplicate Management · Validation Rules
Impact

What it changes in practice.

Measured on the Salesforce Headless pilot use cases.

30-45 min
saved per sales meeting
Sales Cloud case
70%
of L1 tickets resolved without a human
Service Cloud case
−50%
of Salesforce admin backlog
Platform case
+20 pts
of forecast accuracy
Pipeline ops case
Claude vs Agentforce

The right tool. In the right place.

Our honest read: Agentforce has its place, Claude has its own. Both can coexist in the same Sales Cloud.

Claude × Salesforce
Agentforce
Where the rep uses it
In Salesforce, outside Salesforce, everywhere
Inside Salesforce only
Depth of reasoning
Claude Sonnet & Opus models, extended context
Salesforce model, short context
Entry cost
Claude subscription per user, no Einstein license
Einstein license + Agentforce module
Adoption
Natural conversation, no interface to learn
Activation and interface training
Product pace
Anthropic updates on a rapid cadence
Salesforce cycle, three releases a year
Ideal use cases
Cross-functional, multi-app, complex
Salesforce-native, simple processes
Where the rep uses it
Claude × SalesforceIn Salesforce, outside Salesforce, everywhere
AgentforceInside Salesforce only
Depth of reasoning
Claude × SalesforceClaude Sonnet & Opus models, extended context
AgentforceSalesforce model, short context
Entry cost
Claude × SalesforceClaude subscription per user, no Einstein license
AgentforceEinstein license + Agentforce module
Adoption
Claude × SalesforceNatural conversation, no interface to learn
AgentforceActivation and interface training
Product pace
Claude × SalesforceAnthropic updates on a rapid cadence
AgentforceSalesforce cycle, three releases a year
Ideal use cases
Claude × SalesforceCross-functional, multi-app, complex
AgentforceSalesforce-native, simple processes
Bottom line: Claude is not an Agentforce competitor. It's the conversational layer that unlocks the Sales Cloud features your teams don't use.
The deliverables

What you get at the end of the pilot.

Deliverable 01
SF adoption map
A picture of real Salesforce usage, identified friction, decided pilot use case and defined data scope.
Deliverable 02
Custom skills + MCPs in production
Claude × Salesforce API conversational agents deployed, MCP integrations, LOOP™ governance validated.
Deliverable 03
Metrics + extension plan
Adoption and consumption dashboard, ROI per use case, cross-cloud extension roadmap Sales → Service → Platform.
Other entry points

Salesforce Headless is part of a broader journey.

Quick start
Claude Ignite
Map your priority AI use cases in a flash audit.
Discover →
Program
Claude Ops
Deploy your Claude agents in production on your business processes.
Discover →
Teams
Claude Work
Equip your teams with Claude. Pilot, champions, measured ROI.
Discover →
Steering
Claude Cockpit
Outsourced Chief AI Officer and LOOP™ governance over time.
Discover →
Tech co-pilot
DSI Boost
Claude Code at scale to amplify your IT department.
Discover →

You already pay for Salesforce. Finally make it
work for your teams.

We start with an audit of your Salesforce usage and the identification of the highest-value pilot use case.

Assess my Salesforce usage