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Connect Salesforce to Claude

  • What does pipeline cost by channel?

Ask Claude which campaigns create Salesforce pipeline and what each opportunity costs, then share it as an artifact. Lemonado connects them in about 2 minutes, no API keys needed.

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MCPhttps://mcp.lemonado.io/mcp

Why connect Salesforce to Claude?

Salesforce knows which leads became opportunities. Your ad platforms know what those leads cost. Through Lemonado, Claude sees both sides at once: it traces each opportunity back to the campaign that started it and lays the result out in an artifact sales and marketing can both open.

  • All your Salesforce data

    Leads and their lead source, ready to ask about.

  • Always today's numbers

    Opportunities, stages, amounts and close dates, synced from Salesforce automatically, so answers use today's numbers.

  • Connect all your tools

    Questions like "What does an opportunity cost?" use Salesforce and HubSpot, LinkedIn Ads at once.

How to connect Salesforce to Claude

Add to Claude

Before you start

  • A Salesforce account you can sign in to
  • A Claude account
  • A Lemonado account (the free trial works)
  1. 1

    Connect Salesforce in Lemonado

    In Lemonado, open Connectors, find Salesforce and sign in. Connect with a Salesforce login whose profile can view leads, opportunities and campaigns. Sandbox orgs work too, if you want to try it there first.

  2. 2

    Turn on external access

    In the company's settings, open External tools, turn the connection on, choose which sources it can reach and copy the server URL.

    text
    https://mcp.lemonado.io/mcp
  3. 3

    Open Claude's connectors

    Go to claude.ai and open Customize → Connectors. Click + Add, then Add custom connector.

  4. 4

    Add Lemonado

    Name it Lemonado and paste the server URL. Continue, review the sign-in settings Claude detects, and choose Sign in now.

    text
    https://mcp.lemonado.io/mcp
  5. 5

    Sign in and turn it on

    Approve access in the Lemonado window. Back in Claude, open a new chat and switch Lemonado on from the connectors menu.

  6. 6

    Ask Claude about Salesforce

    Try "Put last quarter's Google Ads and LinkedIn Ads spend next to new Salesforce pipeline and show how much pipeline each dollar bought, per channel, in an artifact." Or ask: "Can you build the QBR slide?" or "Which accounts are heating up?"

Good to know

  • Custom connectors work on Claude Free, Pro, Max, Team and Enterprise. Free accounts can add one.
  • On Team and Enterprise, an owner adds the connector first under Organization settings → Connectors → Add → Custom → Web. Members then connect their own accounts.
  • Remote connectors belong to your Claude account, so the same connection shows up in Claude Desktop and Cowork. Requests come from Anthropic's cloud, not your computer.

What can Claude do with Salesforce?

Claude reads your Salesforce numbers, explains what moved and turns the answer into an artifact you can share.

Claude logoClaude

Put last quarter's Google Ads and LinkedIn Ads spend next to new Salesforce pipeline and show how much pipeline each dollar bought, per channel, in an artifact.

Done. Each $1 on Google Ads bought $14 of pipeline, each $1 on LinkedIn $11, with LinkedIn deals 2.4x larger. The artifact charts both by month, with closed-won alongside.

Source: Salesforce + ads

Connect Salesforce to another AI app.

Other integrations for Claude

All Claude integrations

Reading this as an AI agent?

Everything an agent needs to set this up, in plain text. Paste this page's link into Claude and ask it to connect you, or copy the block.

For agents · markdown
# Connect Salesforce to Claude (Lemonado MCP)

- Server URL: https://mcp.lemonado.io/mcp
- Transport: Streamable HTTP
- Auth: OAuth; the user signs in to Lemonado in the browser. No API keys.
- In Lemonado: connect the Salesforce org. Connect with a Salesforce login whose profile can view leads, opportunities and campaigns. Sandbox orgs work too, if you want to try it there first.
- In Claude: Customize → Connectors → Add custom connector

```text
https://mcp.lemonado.io/mcp
```

One-click install: https://claude.ai/directory/lemonado

First question to try: "Put last quarter's Google Ads and LinkedIn Ads spend next to new Salesforce pipeline and show how much pipeline each dollar bought, per channel, in an artifact."

More: https://lemonado.io/integrations/salesforce · https://lemonado.io/llms.txt
FAQ

Frequently Asked Questions

If your Salesforce admin has set up the hosted MCP servers and your questions stay inside the CRM, those are enough. Lemonado is the better fit when pipeline questions need the ad side too: spend per opportunity, or which campaign started a deal. Nothing stops you from having both in Claude.

Yes. Salesforce's hosted MCP servers is hosted, so Claude can use it too. It covers Salesforce only. Lemonado covers Salesforce plus your ad platforms, GA4 and the rest of your stack in one connection, so Claude can answer questions across them.

In Claude, open Customize → Connectors and check that Lemonado says Connected, then switch it on from the connectors menu in the chat. In Lemonado, check that Salesforce is connected and External tools is on for the company. If records are missing, check that user's profile and sharing rules. Salesforce only shares what that user can see, and your edition needs API access.

Yes, if both are connected in Lemonado. One connection reaches every source you allow, so you can ask things like "Opportunities created from Google Ads and from LinkedIn Ads this year, by month, set against what we spent on each."

MCP is included in Lemonado's paid plans and in the free trial, so you can try it before you pay.

See plans and pricing

Still have a question?

Shoot us an email at hello@lemonado.io.

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