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 23 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.md#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](https://claude.com/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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2828
2929**In the Enterprise Admin Console.** Go to [claude.ai](https://claude.ai) → **Organization settings** and open the **Plugins** page under **Desktop 3P**. Under **Plugin marketplaces**, click **Add** and choose **Salesforce** under **From partners**. The new entry has **Source** set to **GitHub**, **Repository** set to `salesforce/salesforce-skills`, and **Ref** set to `claude-prod`, the branch Salesforce publishes its releases to. Leave **Installation** empty and click **Save changes**.
3030
31**With MDM or a bootstrap server.** Add this entry to the [`allowedPluginMarketplaces`](/docs/third-party/claude-desktop/configuration#allowedpluginmarketplaces) key of your managed configuration or bootstrap response:
31**With MDM or a bootstrap server.** Add this entry to the [`allowedPluginMarketplaces`](https://claude.com/docs/third-party/claude-desktop/configuration#allowedpluginmarketplaces) key of your managed configuration or bootstrap response:
3232
3333```json theme={null}
3434{
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3838}
3939```
4040
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.
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](https://claude.com/docs/third-party/claude-desktop/extensions.md#marketplace-installation-preferences) explains why the SHA is required, and [Roll out marketplace updates](https://claude.com/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**
4444
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).
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](https://claude.com/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](https://claude.com/docs/third-party/claude-desktop/admin-console.md#configuration-updates).
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4747| Field | Value |
4848| - | - |
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5353| **Client ID** | The Consumer Key from step 1 |
5454| **Authorization server** | `["https://login.salesforce.com"]` |
5555
56**With MDM or a bootstrap server.** Add this entry to the [`managedMcpServers`](/docs/third-party/claude-desktop/configuration#managedmcpservers) key of your managed configuration or bootstrap response:
56**With MDM or a bootstrap server.** Add this entry to the [`managedMcpServers`](https://claude.com/docs/third-party/claude-desktop/configuration#managedmcpservers) key of your managed configuration or bootstrap response:
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5858```json theme={null}
5959{
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