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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 Salesforce. Your teams
only use half of it.

Time-consuming data entry, low adoption, incomplete data. The problem isn't Salesforce — it's the interface. Claude replaces it with conversation.

≈50%
Incomplete data
Empty fields, poorly qualified opportunities: the CRM is a poor reflection of what's happening on the ground.
Friction
Manual data entry
Every update is a chore. Reps log it after the fact, or not at all.
Endured
A reporting tool
Salesforce is experienced as a tool for management, not as an assistant for the team.
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

Three 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
30-45 min
Rep after a meeting
The rep dictates for 30 seconds after their meeting. Claude updates the opportunity, creates follow-up tasks, generates the client email and logs it in Sales Cloud.
Service Cloud
70%
Augmented support
Claude takes the ticket up front, classifies it, retrieves the history and proposes a reply. Green: it acts. Orange: 1-click validation. Red: LOOP™ escalation.
Platform
−50%
SF admin operations
Claude orchestrates workflows in the background: approvals, conditional automations, auto-generated reports. Teams talk to Claude, not to the SF admin.
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
Why not Einstein / Agentforce

Multi-domain, not locked in , cost-effective.

We don't rebuild Salesforce — we make it conversational. Where Einstein and Agentforce lock you in, Claude stays open.

Agentforce→Salesforce Headless
✓Multi-domain: Salesforce + Drive, mail, business tools
✕Locked into the Salesforce ecosystem
✓Cost-effective on the pure interaction case
✕Usage-based billing that's hard to anticipate
✓Real, contextualized business reasoning
✕Limited, scripted reasoning
✓LOOP™ trust zones, audit per decision
✕Opaque governance

Einstein / Agentforce

Locked into the Salesforce ecosystem
Usage-based billing that's hard to anticipate
Limited, scripted reasoning
Opaque governance
→

Claude × Salesforce Headless

Multi-domain: Salesforce + Drive, mail, business tools
Cost-effective on the pure interaction case
Real, contextualized business reasoning
LOOP™ trust zones, audit per decision
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