Claudeforce

    The Skydog Quick Start

    Salesforce + Claude.Working together.On your terms.

    Connecting Claude to Salesforce is the easy part. Making it safe, making it yours, and making it stick is when the magic happens.

    Skydog

    Official partner

    Salesforce and Anthropic

    Certified in both.

    Talk through a Quick Start

    Scoped, built, tested, live in weeks.

    Salesforce opportunity record for Blackstone
    Claude creating Salesforce account, contact, and opportunity records from a conversation
    Claude

    Trusted by companies with $1B+ VC/PE raised and asset managers with $500B+ AUM

    Axonius
    Carnelian Energy Capital
    Careviso
    Cerberus
    Dusty Robotics
    Eagle Point Credit
    Fetch Rewards
    HPS
    Leap
    Lead Edge Capital
    MikMak
    LLR Partners
    OneSchema
    Mercury
    Pacemate
    Series X Capital
    Axonius
    Carnelian Energy Capital
    Careviso
    Cerberus
    Dusty Robotics
    Eagle Point Credit
    Fetch Rewards
    HPS
    Leap
    Lead Edge Capital
    MikMak
    LLR Partners
    OneSchema
    Mercury
    Pacemate
    Series X Capital
    Claudeforce

    What the Quick Start includes

    Everything it takes to get Claudeforce live, built by Salesforce and Anthropic certified architects.

    01

    Custom MCP

    A purpose-built server exposing only the objects, fields, and actions you approved. Claude cannot reach what we never handed it.

    02

    Custom Roles

    Access mapped to your org chart. Each role carries its own MCP permissions and its own set of Skills. Nobody inherits reach.

    03

    Custom Skills

    Your conventions, written down. Claude reads records, drafts notes, and updates fields the way your team expects, every time.

    04

    Custom Artifacts

    Reusable, interactive outputs Claude builds from live CRM data: unified dashboards, company briefings, pipeline views.

    05

    Pilot and rollout

    A small group on real records first. We fix what trips people up, then enable the whole team with documentation your admins can maintain.

    Skydog-built Industry Skills Packs

    Prebuilt for your industry, tuned to your company

    Skills Packs written for your industry, already tested on real CRM data, then tuned to your processes.

    • Asset management
    • B2B SaaS
    • Professional services
    • And more
    Skydog prebuilt Asset Management Skills Pack for Claudeforce

    01

    Security first

    Claude reaches only the slice of Salesforce you approve, role by role. Nothing is exposed by default.

    02

    Built for your company

    Skills and artifacts carry your conventions, so Claude works the way your team already does.

    03

    Refined with user feedback

    A pilot group runs on real records first. We fix what confuses people before the rest of the company sees it.

    Custom MCP setup

    Claude only sees what you allow

    • Claude reads records freely and only writes where you have approved it, action by action.
    • Mapped to the Salesforce permissions you already maintain.
    Salesforce MCP server setup showing active tools and their permissions

    Custom artifacts

    Dashboards and briefings built on live CRM data

    Not a static export and not another report to maintain. Claude assembles the view when someone asks for it, from the records, notes, and threads your team already keeps, plus anything else your MCP connections reach.

    Capital formation dashboard assembled from Salesforce data
    Meeting brief assembled from Salesforce records, meeting notes, and email threads

    Built against your org, not a demo environment.

    Skydog

    CRM & GTM Systems Design
    for the AI era.