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Connect Salesforce to Claude Code

Give Claude Code governed access to Salesforce’s 21 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Claude Code setup guide

Set up

Add Salesforce to Claude Code in four steps

Admins approve the server once. Everyone in Claude Code then gets it through the same governed connection.

  1. 1

    Approve Salesforce in Runlayer

    Add Salesforce from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Claude Code to Runlayer

    Runlayer’s CLI installs the Runlayer Plugin natively in Claude Code, and an Anthropic org install also reaches Claude Code. With direct tool listing turned on for your deployment, Salesforce’s 21 tools show up in Claude Code’s own tool list (supported Claude Code versions).

    Claude Code setup guide
  3. 3

    Sign in to Salesforce

    Sign in the way Salesforce requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Salesforce from Claude Code

    Salesforce’s approved tools appear in Claude Code. Every call is checked against policy and recorded.

Tools

21 Salesforce tools in Claude Code

Runlayer policy decides which of these Claude Code users can call. 7 read data only and 1 can change or delete data.

  • Create record

    Create a new Salesforce record.

  • Delete record

    Delete a Salesforce record by ID.

  • Describe object

    Get detailed metadata for a specific Salesforce sObject including all fields, their types, picklist values, relationships, and constraints.

  • Get limits

    Get the org's API usage limits including daily API calls, data storage, file storage, and other governor limits.

  • Get record

    Retrieve a single Salesforce record by its ID.

  • List objects

    List all sObjects (standard and custom objects) available in the Salesforce org.

  • Query

    Execute a SOQL (Salesforce Object Query Language) query.

  • Query more

    Retrieve the next page of results from a SOQL query.

See all 21 Salesforce tools

Control

What Runlayer can see and stop in Claude Code

Some controls apply to every client at the gateway. Others depend on what Claude Code exposes to Runlayer.

  • Gateway policy (available)

    Every Salesforce call from Claude Code passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Claude Code as the client, the tool, and the policy and scanner decisions.

  • Client hooks (available)

    Capture supported prompts, reasoning, local and MCP tool calls, responses, and scanner decisions in real time.

  • Anthropic inference hooks (available)

    With Claude Enterprise, Anthropic sends each governed Claude Code prompt to Runlayer before inference, with nothing installed on devices (Anthropic beta).

  • OTLP telemetry (available)

    Claude Code can export OpenTelemetry logs to Runlayer for observe-only session reconstruction.

  • Stop a call before it runs (available)

    Runlayer can deny a tool call before Claude Code runs it.

  • Block output after it runs (available)

    Runlayer can block a tool’s output before Claude Code’s model sees it.

  • Redact output in place (available)

    Runlayer can mask sensitive parts of a tool’s output in Claude Code and pass the rest through.

In Claude Code

  • When a tool fails, Runlayer records the error but cannot hide it.

Frequently asked questions

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