See your Salesforce numbers in Claude.

Review contacts, accounts and opportunities from your connected organization.

Claude

Start free Connect Salesforce

Updated October 2026

Refresh current records

Connect one organization or project container. Send its accessible records to the reporting destination you choose.

Review proposed corrections

Selected teammates can propose changes to approved fields. The owner reviews exact before and after values before each update.

Keep permissions explicit

The owner chooses writable fields and eligible teammates. Changed access or field settings cancel pending requests and require a fresh review.

Ask AI about your data

Claude or ChatGPT can read the same numbers. You ask in a normal sentence, and the answer stays with your report.

Metrics and dimensions

0 metrics and 7 ways to split them.

Browse the documented fields below. In the app, choose your project connection to load its field list. Availability depends on API permissions, report type, and compatible field combinations. Property-specific custom fields appear after connecting.

Send Salesforce data anywhere

Google SheetsA sheet that refreshes every morning.

Looker StudioCharts that read the same numbers.

BigQueryA warehouse table for the same columns.

Excel / CSVA Drive file you can open in Excel.

ClaudeAsk Claude about these numbers in a sentence.

ChatGPTAsk ChatGPT about these numbers in a sentence.

APIRead the same rows from your own tool.Don't see yours? Use CSV or APIDownload the rows, or read them from your own tool.

Better than exporting by hand

You can keep a row per day instead of one lump sum.

Start from a goal

Current contacts

Current accessible records in the selected organization. Standard record names, descriptions and modification times only; custom fields are available separately for supported owner-approved edits. Report dates do not reconstruct historical sales activity.

Use this

Current accounts

Use this

Current opportunities

Use this

How it works

Create a project and choose this source in Connections.
Pick where it goes. This one sends the numbers to Claude.
Pick where it goes. Choose records and a reporting destination, then configure optional edits separately.

Sample report

Sample

Contact names	Account names	Opportunity names	Descriptions	Updated at
1,240	northwind.example	1,240	Card payment	Oct 27
640	harbor.example	640	Refund	Oct 28
210	acme.example	210	Invoice	Oct 29

Sample numbers, so you can see the shape. Your report uses your accounts.

Read current Contacts, Accounts and Opportunities in one connected organization, with standard names, descriptions and timestamps. Report dates do not reconstruct pipeline history. Custom fields are discovered separately for supported edits, not advertised as report columns.

Questions

How much does it cost?

Free to start. Paid plans add more connections and refresh faster.

How fresh is the data?

Free and Starter refresh once a day. Pro refreshes every hour. Agency refreshes every 15 minutes on the first 50 connections.

Do I need to code?

No. Name a project, add a connection, then choose a report and destination.

Is Salesforce read-only?

Optional existing-record updates require the owner to choose permitted objects, writable fields and eligible teammates and approve every proposed change. Provider object/field permissions apply. Salesforce flows and connected systems may react. No amounts, stages, ownership, consent, creation or deletion.

Which numbers can I use?

This page lists 0 metrics and 7 ways to split them. You pick the columns when you build the report.

Why is a row missing?

Can I send this to more than one place?

Yes. The same numbers can go to a sheet, a chart, a warehouse, or an assistant.

Related sources

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