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Connect Salesforce changedclaude-tag/admins/connections/salesforce

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Upstream edited this page at 5 Oct 2026 18:53 UTC, give or take a minute or two: the time comes from Anthropic’s own sitemap rather than from a commit. This site recorded the change at 22 Oct 2026 18:07 UTC.

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3232| Scopes (optional) | On the **Advanced** tab. Leave empty unless your app requires specific scopes |
3333| Allowed websites | Your org's host, for example `yourcompany.my.salesforce.com` |
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35The first credential you add for a service from the **Connectors** tab is on in every workspace and channel as soon as you save it. To give it narrower reach, see [where a new connector applies](/docs/claude-tag/admins/add-connections#add-a-connection) before you save the connector. The **Allowed websites** field shows an example host that can't resolve. Enter your org's host there, then click **Connect** to save the connector.
35The first credential you add for a service from the **Connectors** tab is on in every workspace and channel as soon as you save it. To give it narrower reach, see [where a new connector applies](/docs/claude-tag/admins/add-connections.md#add-a-connection) before you save the connector. The **Allowed websites** field shows an example host that can't resolve. Enter your org's host there, then click **Connect** to save the connector.
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3737To change the host later, go to [**Organization settings > Claude Tag > Connectors**](https://claude.ai/admin-settings/claude-tag?access=connectors), click **Salesforce**, open the menu on the credential's row in the **Access from** table, and click **Edit**. In the **Edit connection** dialog, the **Allowed websites** setting is labeled **Allowed hosts**. Change the host there and click **Save**.
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39The Agent Proxy injects the credential at the network boundary; the model and the sandbox are not given the key. See [how Agent Proxy works](/docs/claude-tag/concepts/agent-identity#agent-proxy).
39The Agent Proxy injects the credential at the network boundary; the model and the sandbox are not given the key. See [how Agent Proxy works](/docs/claude-tag/concepts/agent-identity.md#agent-proxy).
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4141## Verify the connection
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5151## Related resources
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53* [Pull deal and account state](/docs/claude-tag/users/use-cases/pull-deal-state): what this connection adds
53* [Pull deal and account state](/docs/claude-tag/users/use-cases/pull-deal-state.md): what this connection adds
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