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Get your Salesforce org ready for Claude

Works with whatever your permissions, data, and processes already are.

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What Is Claudeforce?

Claudeforce is the expanded Salesforce and Anthropic partnership announced on 26 August 2026. It is an umbrella name covering what the two companies build together, not a single product. Its first product, Salesforce in Claude, is a plugin with 37 prebuilt sales skills that lets sellers read and update live CRM data from inside Claude, with Salesforce permissions and governance applied.

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Salesforce technology and business operations

Claudeforce Consulting Services

Start with the readiness assessment, or take any part on its own.

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Claudeforce Readiness Assessment

A scored review of your org across permissions, data, process, guardrails and measurement, with a prioritized plan to close the gaps.

Discovery and Prioritization Workshop

A working session mapping your revenue priorities against the 37 prebuilt sales skills, so you know what is covered and what is not.

Custom Skill Development

For priorities the prebuilt skills do not cover, built on Salesforce's own integration layer so your business rules stay in Salesforce.

Change Management and User Enablement

Role-based training and rollout, so sellers trust the output instead of going back to the CRM screen.

AIO Monitoring and Optimization

Our managed services model after go-live: usage and quality monitoring, cost control and ROI reporting.

Claudeforce Readiness Checklist

Five things decide whether this works well in your org. None of them need the beta in your hands.

  • Permissions and sharing

    Claude inherits the access your users already have.

  • One customer view

    Whether sales and service agree on who the customer is.

  • Documented process

    Skills act on process, so tribal knowledge produces uneven output.

  • Guardrails and escalation

    Approval thresholds, write limits and an audit trail.

  • Measurement baseline

    Captured before rollout, or there is nothing to compare against.

Why LevelShift

Claudeforce depends on the governance layer, not just the model. Our work sits there: Agentforce, Data 360, Revenue Cloud and managed services.

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Named in Forrester's Salesforce Consulting Services Landscape, Q4 2025

FAQs

DemandBlue is now LevelShift

Claudeforce is the expanded Salesforce and Anthropic partnership announced on 26 August 2026. It is an umbrella name covering what the two companies build together, not a single product. Its first product is Salesforce in Claude, a plugin with 37 prebuilt sales skills.
No. Agentforce is the agent platform that runs inside Salesforce. Claudeforce makes governed Salesforce data, workflows and actions available inside Claude. Claude is also the default reasoning model behind parts of Agentforce.
Salesforce in Claude is with select pilot customers now, with an open beta expected in September 2026. Further prebuilt skills are expected from late 2026.
Salesforce has not published pricing and has indicated that customers contract separately with Anthropic for Claude usage. The licensing model, metering and regional availability are still unpublished.
They are sales and revenue skills covering meeting preparation, deal health review, pipeline review and account planning, plus actions such as drafting emails and updating records. They cover the sales cycle today, not service, marketing or commerce.
Salesforce has described the integration as running within its trust boundary, with existing permissions enforced and customer data kept private. The model inherits the access your users already have, so your sharing model and field-level security decide what can be seen and changed.
Review the access and sharing model, resolve customer data into a single profile, document the revenue processes a skill would act on, agree approval thresholds and an audit trail, and capture a measurement baseline.
Neither is a prerequisite. In practice, output quality depends on whether customer data is unified and processes are documented, which is the work Data 360 addresses.
Salesforce in Claude is in pilot and access is limited. Our guidance draws on the published architecture and on our delivery work in Agentforce, Data 360 and Revenue Cloud. The readiness work does not depend on beta access.

Explore Claudeforce with us

Tell us about your org and we will scope a Claudeforce readiness assessment around it.

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