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Recorded

Claudeforce Explained: Three Ways to Connect Claude to Salesforce

16 September 2026 · 3:00 PM UTC · 1 hour
Tell apart MCP, Headless 360, and Claudeforce — three layers, three different jobsSee what's live today vs. pilot-only vs. September's open betaMap your own Salesforce workflows to the right integration layerUnderstand the permissions and audit trail model behind every Claude-to-Salesforce actionDecide whether Agentforce, Claudeforce, or both belong in your stack

Recording

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Prefer to read? Full transcript of this session.

Overview

About this webinar.

Salesforce has never put its "force" suffix on another company's product. On 26 August it did exactly that, announcing Claudeforce, the expanded partnership that puts Salesforce's CRM data inside Claude, and puts Claude's reasoning inside Salesforce's Agentforce and Slack.

Charlie ran his early career inside the Salesforce ecosystem before founding Kowalah. Dennis leads AI systems design for Kowalah's delivery team and has years of Salesforce project management behind him. Together they're breaking down what Claudeforce actually changes for anyone running, administering, or advising on a Salesforce org.

What you'll learn:

  • Tell apart the three ways Claude and Salesforce now connect: raw MCP tools, Salesforce's Headless 360 architecture, and the Salesforce-in-Claude plugin that is Claudeforce's first product
  • See what's live today versus pilot-only versus "open beta September 2026", so you plan around reality, not the launch deck
  • Map your own Salesforce workflows to the right layer: admin and developer work (MCP), platform-wide agent access (Headless 360's four-tool architecture), or seller-facing CRM actions (Claudeforce's 37 skills)
  • Understand where governance sits: permissions, audit trails, and how Salesforce's business rules stay enforced when Claude is the one taking the action

Who should attend:

Salesforce admins, architects, and RevOps leaders. Anyone running a Salesforce practice or consultancy. CIOs and COOs deciding whether Agentforce, Claudeforce, or both belong in their stack.

What you'll leave with:

  • A clear mental model for MCP vs. Headless 360 vs. Claudeforce. Which to reach for and when
  • A realistic read on the rollout timeline, so you don't commit budget to something still in pilot
  • The governance questions to ask before you connect Claude to a live Salesforce org
Charlie Cowan

Your host

Charlie Cowan

Founder, Kowalah

Charlie hosts our Wednesday Webinars, sharing practical AI strategies and insights to help organisations accelerate their AI adoption. With deep experience in AI leadership and implementation, he gives executives and teams actionable guidance for navigating AI transformation.

Every Wednesday

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