Salesforce in Claude: Where Wave AI Takes Over the Work
168 of our open opportunities had no next step, so nobody could say what was supposed to happen on them, and 39 were due to close in October. See how one request in Claude built the grid inside Salesforce, and how Wave AI then gave all 39 October deals a next step in one reviewed change. Leave with the prompts and Claude's current pricing. Recorded in a Salesforce test org with real screens, nothing mocked up.
The short answer
- Looking at the Claude Salesforce connector? Salesforce in Claude is very good at reading your pipeline and proposing changes, and by default you approve each proposed change before it's written. When the fix covers dozens or hundreds of records, that's where Wave AI takes over.
- Claude starts it, Salesforce holds it. Through Wave AI's connector, a request in Claude builds a real grid inside your org, and Claude hands you the link.
- One review for the whole change. Wave AI shows how many records, their current values and a dry run, then asks once. One Undo takes it all back.
- Nothing leaves the org. The grid, the records and the edit all stay in Salesforce, under the same permissions and sharing rules. Wave AI is free in public beta.
It started with a question in Claude
Most pipeline cleanups start as a question, and more and more of those questions start in Claude. We asked it this, word for word:
- Claude asked Wave AI for a plan first. That step only reads the org. It came back with a proposal: a grid on Opportunity, filtered to open deals with a blank Next Step, sorted by amount, with the blank cells flagged red.
- We said build it, and it did. Claude replied with the grid's name, 168 rows, and a link that opens it in Wave AI inside Salesforce.
- One click opened the grid in a Salesforce tab, with every Next Step cell in red. The records never left Salesforce: Claude saw a name, a count and a link.
You
Ask in Claude
In plain words, in the chat you already use.
Wave AI connector
Plans, then builds
Reads the org, proposes a grid, builds it on your OK.
Wave AI
Opens the grid
168 rows, in a Salesforce tab.
You, reviewing
See it before it saves
How many, what changes, then Yes.
Salesforce
Records updated
Same permissions. Undo takes it back.
39 deals, one change, reviewed before it saved
A blank next step is a small thing on one deal and a real forecasting problem on 168. We started with the ones closing soonest. One sentence in Wave AI put our October deals in a grid with the Next Step column showing and every blank one in red:
83 October deals, and 39 of them had an empty, red Next Step. Then the fix:
In Salesforce terms that's a mass update, the kind of job that usually means Data Loader or a spreadsheet round trip. Wave AI didn't change anything yet. It listed a sample of the deals with their current next step (blank), said all 39 records had passed a dry run, and asked, "Shall I apply this?"
We said "Yes, apply it". It reported all 39 deals updated, and the grid refreshed: every red cell now read "Call to confirm the timeline", and the red was gone. In the grid Claude built, those 39 dropped out, leaving 129 still to work.
↔Before · 39 blank, in redAfter · 39 filled
We undid it the same way. Wave AI said what it would restore, the Next Step on all 39 deals back to blank, and asked again. Afterwards we queried Salesforce and compared all 488 open deals closing in October against a copy taken before the test. Zero differences.
168
open deals with no next step, in one grid from one Claude request
39
October deals given a next step in one reviewed change
129
left in the grid, the next ones to work
1
Undo to put all 39 back, checked in Salesforce
0
records copied out of Salesforce
Salesforce in Claude and Wave AI: compare the jobs
These aren't rivals. Salesforce in Claude is Salesforce's own connector for Claude, and it's strong at reading and preparing. Wave AI is where the bulk change happens. Where we describe Claude or Salesforce's connectors, it's from their own documentation, linked, as it read on 23 September 2026.
| The job | Salesforce in Claude | Wave AI |
|---|---|---|
| Where you use it | Claude chat and Cowork, in beta on paid Claude plans, for orgs Salesforce approves.12 | A tab inside Salesforce. Claude can start the work through Wave AI's connector. |
| Reading Salesforce | Sales skills that search, summarize and prepare, answered in the chat.1 | A grid, dashboard or matrix built on any standard or custom object, inside the org. |
| Changing records | "By default, Claude asks you to approve each proposed change before it's written."1 | Hundreds in one change, with the count, current values and a dry run before a single Yes. 39 in the run above. |
| Undo | You approve each change before it happens. | You approve once, and one Undo takes the whole change back. |
| Admin and developer access | Salesforce's Headless 360 MCP server is in beta and "most focused on Setup tasks for admins."3 | Plan and build actions only. Editing stays in Wave AI, behind a review. |
| Controls | Each connector tool can be set to Always allow, Needs approval or Blocked.4 | The same per-tool controls apply to Wave AI's connector. |
Claude pricing, and what Wave AI costs
Salesforce in Claude needs a paid Claude plan. Here's Anthropic's published list.
Claude, as published by Anthropic
Pro, billed annually · monthly5$17 · $20 / month
Max5from $100 / month
Team standard seat, annual · monthly5$20 · $25 / seat / month
Enterprise5$20 / seat / month + usage
Salesforce in Claude1beta, on paid plans
List prices from claude.com, read 23 September 2026. Your contract may differ.
Wave AI
Freein beta
- No card
- No seat limit
- Einstein or your own AI key
- Your data never trains a model
Pricing arrives at public launch. Beta members hear first.
What each team gets
Sales reps
"I already ask Claude about my deals."
Keep asking there. When the answer is a list of records to fix, Claude builds the grid in Salesforce and you fix them in one go.
RevOps
"Half the pipeline has no next step."
Find them, fix the ones closing soonest in one reviewed change, and undo it if the rule was wrong.
Salesforce admins
"I need to know what an AI changed."
Every bulk change shows its count and current values before it saves, runs as the signed-in person, and can be undone in one step.
IT and platform owners
"How much CRM data ends up in chat?"
Through Wave AI, Claude sees a grid name, a row count and a link. The records and the edit stay in Salesforce.
The prompts from this post
These are word for word what we typed. Swap in your own filter and dates.
In Claude, with the Wave AI connector on
Show my open opportunities that have no next step, biggest first, so I can fix them
In Wave AI
Show my open opportunities closing in October 2026 with their next step, biggest first, and highlight blank next steps in red
Then, with the grid open
Set the next step to 'Call to confirm the timeline' on the deals here that have no next step
After checking the review
Yes, apply it
If you change your mind
Undo that
Connecting Wave AI to Claude
Wave AI's connector for Claude is added as a custom connector. It brings a small set of tools: one that plans and only reads, three that build a grid, a dashboard or a matrix, and ones that show you what already exists. Your admin decides which tools need approval. The editing itself stays in Wave AI, where there's a review before anything saves.
What people ask about Claude, Salesforce and Wave AI
Is there an official Salesforce connector for Claude?
Yes. Salesforce in Claude is in beta on paid Claude plans for orgs Salesforce approves. It reads Salesforce data and proposes changes, and by default Claude asks you to approve each proposed change before it's written.
Why use Wave AI if Claude can already update Salesforce?
For one record or a handful, Claude's approvals are fine. For dozens or hundreds, Wave AI shows the whole change once, with a count, current values and a dry run, and one Undo takes it all back.
Does Claude see my Salesforce records through Wave AI?
In the run above, Claude received the grid's name, its row count and a link. The records opened in Salesforce.
How much does Claude cost?
Anthropic lists Pro at $17 a month billed annually or $20 monthly, Max from $100, Team standard seats at $20 or $25, and Enterprise at $20 per seat plus usage. Those are list prices read on 23 September 2026.
Does it respect our permissions and sharing rules?
Yes. Wave AI runs as the signed-in person, under the same permissions and sharing rules as anywhere else in Salesforce.
What's live in the beta today?
Grids and the fix-in-place work are live. The Claude connector, dashboards and matrices are in testing and rolling out to beta members.
What does Wave AI cost?
It's free for the whole beta, with no card and no seat limit. Pricing is published at public launch.
Ask in Claude. Fix it in Wave AI.
Bring the question you'd ask Claude about your pipeline. We'll help you turn it into a grid you can fix, in the beta.
Wave AI builds it. Valorx Wave runs it for the whole team.
Join the betaSources
- Anthropic, Salesforce in Claude.
- Salesforce News, Salesforce and Anthropic announcement, 15 September 2026.
- Salesforce Developers, Headless 360 MCP server.
- Anthropic, Custom connectors.
- Anthropic, Claude pricing.
The recordings were made in a Salesforce test org on 23 September 2026. Waiting time is cut out of the videos. Claude is a trademark of Anthropic. Salesforce is a trademark of Salesforce, Inc. Deal names are test data.
Choose the workflow you need:
Try Wave in browser Extension
Try Wave in Salesforce
Try Fusion In Excel
Enhancing Salesforce for industry leaders
