SALESFORCE + CLAUDE
Put Claude in Salesforce without the chaos
Turning Claude on is easy. Trusting it with live revenue data is harder. We connect, contain, and compound it for operators who own the number.
WHY ROLLOUTS STALL
Clicks weren't the bottleneck. Trust was.
Claude can prep meetings from real account context and flag stale deals. It earns that job only when it never invents data or writes to fields security hasn't approved.
HOW WE WORK
Connect. Contain. Compound.
Connect
Auth, environments, and first skills that match how your team actually sells.
Contain
Permission tiers, allowlists, sandbox first, and an audit trail admins can read.
Compound
Org-specific skills built on your stages and fields, not a demo pipeline.
ENGAGEMENTS
From score to retainer
01 Readiness Score. Free. We email a short questionnaire.
02 Org Health Check. Paid. Exposure map, risk list, build plan.
03 Forward-deployed build. Skills, MCP tools, and Flow where Claude shouldn't freestyle.
04 Retainer. Keep the surface clean as Salesforce ships more.
WHO SHOWS UP
Senior architects. No junior handoffs.
We work alongside your admins and RevOps team, not around them. You keep the org, stronger than we found it.
FREE · BY EMAIL
Get your Readiness Score
Tell us where to send it. We email a short questionnaire and next steps. No instant score, no bait-and-switch.
Used only to send the questionnaire. Never sold.
For builders → Claude Not Code
Built by Caffeinated Cloud Consulting Group
Not affiliated with Anthropic or Salesforce. Claude™ and Salesforce™ are trademarks of their respective owners.
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