Connect to Salesforce changedthird-party/claude-desktop/connectors-salesforce
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Upstream edited this page at 21 Oct 2026 16:31 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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33> Give Claude access to your Salesforce org through Salesforce's plugin and hosted MCP server, set up in the Enterprise Admin Console or your managed configuration with an OAuth client that a Salesforce admin creates.
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5The Salesforce plugin and Salesforce's hosted MCP server let Claude work with your organization's Salesforce records. The plugin's marketplace is one of the preconfigured [plugin marketplaces](/docs/third-party/claude-desktop/extensions#plugin-marketplaces-admin) Claude Desktop offers.
5The Salesforce plugin and Salesforce's hosted MCP server let Claude work with your organization's Salesforce records. The plugin's marketplace is one of the preconfigured [plugin marketplaces](/docs/third-party/claude-desktop/extensions.md#plugin-marketplaces-admin) Claude Desktop offers.
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77## Set up Salesforce
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3838}
3939```
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41Either way the marketplace stays **available**, and each user installs the plugin once, as described in step 4. To install the plugin on every device without user action instead, set the ref to a full 40-character commit SHA and the installation preference to `auto_install`. [Marketplace installation preferences](/docs/third-party/claude-desktop/extensions#marketplace-installation-preferences) explains why the SHA is required, and [Roll out marketplace updates](/docs/third-party/claude-desktop/extensions#roll-out-marketplace-updates) explains how to move to a newer release.
41Either way the marketplace stays **available**, and each user installs the plugin once, as described in step 4. To install the plugin on every device without user action instead, set the ref to a full 40-character commit SHA and the installation preference to `auto_install`. [Marketplace installation preferences](/docs/third-party/claude-desktop/extensions.md#marketplace-installation-preferences) explains why the SHA is required, and [Roll out marketplace updates](/docs/third-party/claude-desktop/extensions.md#roll-out-marketplace-updates) explains how to move to a newer release.
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4343**3. Add the Salesforce MCP server**
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45**In the Enterprise Admin Console.** Go to [claude.ai](https://claude.ai) → **Organization settings** and open the **Connectors** page under **Desktop 3P**. Under **Managed MCP servers**, click **Add → Blank**, fill in the entry as below, and click **Save changes**. [Set up sign-in for managed MCP servers](/docs/third-party/claude-desktop/mcp-sign-in) explains each **OAuth** field, and users' apps pick up console changes as described under [Configuration updates](/docs/third-party/claude-desktop/admin-console#configuration-updates).
45**In the Enterprise Admin Console.** Go to [claude.ai](https://claude.ai) → **Organization settings** and open the **Connectors** page under **Desktop 3P**. Under **Managed MCP servers**, click **Add → Blank**, fill in the entry as below, and click **Save changes**. [Set up sign-in for managed MCP servers](/docs/third-party/claude-desktop/mcp-sign-in.md) explains each **OAuth** field, and users' apps pick up console changes as described under [Configuration updates](/docs/third-party/claude-desktop/admin-console.md#configuration-updates).
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