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Connect Salesforce to Claude

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

Book a demo Claude setup guide

Set up

Add Salesforce to Claude in four steps

Admins approve the server once. Everyone in Claude 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 to Runlayer

    Admins install the Runlayer Plugin for everyone from Claude’s admin plugin settings, or users add it themselves. With direct tool listing turned on for your deployment, Salesforce’s 21 tools show up in Claude’s own tool list.

    Claude 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

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

Tools

21 Salesforce tools in Claude

Runlayer policy decides which of these Claude 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

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

  • Gateway policy (available)

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

  • Audit trail (available)

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

  • Anthropic inference hooks (available)

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

  • Compliance API import (available)

    Anthropic Compliance API imports Claude web and desktop chats for review.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Stop a call before it runs (available)

    Runlayer can reject a Claude prompt before Anthropic runs it, which stops the whole request rather than one tool call.

  • Block output after it runs (available)

    Because Runlayer checks the full prompt, tool results in it can be blocked before the model sees them.

  • Redact output in place (not available)

    Anthropic Inference hooks cannot return a rewritten prompt, so Runlayer cannot mask content in Claude. The gateway still applies policy to the call.

Frequently asked questions

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