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★ Before You Begin

Enter your Pelago email to save your progress and appear on the team leaderboard.

🎉 You're a Salesforce + Claude Pro!

You've completed all the training steps. Time to put it to work.

1

Connect to Salesforce

Enable the plugin, authorize, and verify the connection. Takes about 3 minutes.

The Salesforce plugin is already available in your Claude account under the Pelago section.

  1. Open the Claude desktop app
  2. Go to Settings → Plugins
  3. Under the Pelago section, find the Salesforce plugin
  4. Make sure it's enabled
That's it! No files to download — the plugin is managed by your admin.

Before connecting, make sure you're logged into Salesforce in your browser.

  1. Log out of any other Salesforce orgs (staging, sandbox, etc.)
  2. Go to your production Salesforce login page
  3. Log in with your credentials
  4. Keep this tab open — Claude will use this session to authenticate
Important: Only be logged into one Salesforce org at a time, or the connection can go to the wrong place.

Start a new Cowork session and ask Claude anything about Salesforce. It will prompt you to authorize the connection.

Who am I in Salesforce?
  1. A browser tab will open with a Salesforce authorization screen
  2. Review the permissions and click Allow
  3. The tab will close — go back to Claude
  4. Claude should return your name and Salesforce profile info
If you see your name, you're connected! You only need to do this once.
2

Learn the Basics

Try core queries and understand what Claude can (and can't) do with Salesforce.

Ask Claude to pull account data. Use plain English — no need to know SOQL or Salesforce query syntax.

Show me 10 accounts in Salesforce
Find the account for [type a real client name]

Claude will return a formatted table with account details. Try swapping in different account names or filters.

Find people at specific accounts or search across all contacts.

Who are the contacts at [account name]?
Find the contact info for [person's name]

Claude returns names, emails, phone numbers, titles, and account associations.

View your pipeline, filter by stage, or check what's closing soon.

What are our open opportunities?
Which opportunities are closing this quarter?
Show me our top 5 deals by Sellable Eligible Lives

Client Profiles contain program details, billing, eligibility, and marketing info for each client.

Show me the client profile for [client name]
What programs does [client name] have? Show me Tobacco, Alcohol, Opioid, and Cannabis
What are the billing details for [client name]?

Claude can read data and update existing records. But there are hard limits:

Creating new records is blocked. If you ask Claude to create a new contact, account, or any other record, it will refuse. Create records directly in Salesforce.
Deleting records is not available. Claude has no delete capability through this integration.
Updates require your confirmation. Claude will always show you what it's about to change and ask for a "yes" before making any update.

Try it — ask Claude to create something and watch it refuse:

Create a new contact named Test Person at Test Company
3

Prompts & Agents for Your Team

Select your team below to see prompts and agents designed for your workflows.
📋

Client Account Overview

Get a full picture of a client before a meeting or QBR

▶
Prompt
Give me a complete overview of [client name]. Include their account details, all contacts and their roles, open opportunities, client profile info (programs, billing, eligibility, marketing tier), and any recent activity. Format it as a briefing doc I can review before a meeting.
What it does

Pulls from Accounts, Contacts, Opportunities, and Client Profile to build a single briefing document. Great for QBR prep or onboarding a new CSM to an account.

📈

Current IR and Pacing

Check invoiced revenue pacing for an account

▶
Prompt
Show me the invoiced revenue pacing for [client name]. Include current IR, pacing targets, and how they're trending against plan.
What it does

Pulls invoiced revenue and pacing data from the account to show how a client is tracking. Great for QBRs and internal check-ins.

📝

Update Health Grade Notes

Update the health grade notes on a client account

▶
Prompt
Update the health grade notes for [client name] to: [paste your notes here]
What it does

Claude will show you the current health grade notes and the new text, then ask for confirmation before saving the update.

🎯

Marketing Tier Report

See which clients are in each marketing tier

▶
Prompt
Show me all client profiles grouped by marketing tier. For each tier, list the client name, comms cadence, and whether they're incentive eligible.
What it does

Queries Client Profile to pull Marketing_Tier__c, Comms_Cadence__c, and Incentive_Eligible__c across all clients, grouped for easy review.

📬

Client Comms Prep

Pull everything you need before sending a client communication

▶
Prompt
I'm preparing a communication for [client name]. Pull their marketing tier, comms cadence, preferred channels, active programs, and all client contacts with their roles. Tell me who should receive the communication and what programs to reference.
What it does

Combines Client Profile marketing fields with Client Contacts to give you a complete picture before you draft anything.

📊

Incentive-Eligible Client List

Find all clients eligible for incentive programs

▶
Prompt
Show me all client profiles where incentive eligible is true. Include their name, marketing tier, active programs, and total eligible lives.
🚀

Pipeline by Stage

Get a snapshot of the pipeline for marketing reporting

▶
Prompt
Give me a summary of our opportunity pipeline grouped by stage. For each stage, show the count of opportunities and total Sellable Eligible Lives. Sort by stage order.
🌎

Account Industry Breakdown

Segment accounts by industry for targeting

▶
Prompt
Show me all accounts grouped by industry. For each industry, show the count of accounts and list the account names. Which industries have the most accounts?
💡

New Deals This Quarter

Track recently created opportunities for campaign attribution

▶
Prompt
Show me all opportunities created this quarter. Include the account name, opportunity name, stage, Sellable Eligible Lives, and created date. Sort by created date.
💰

Deal Prep Briefing

Pull everything about a prospect before a sales call

▶
Prompt
I have a sales call with [company name] coming up. Pull their account details, all contacts (with titles and roles), any open opportunities with stages and Sellable Eligible Lives, and their client profile if one exists. Give me a briefing I can review in 5 minutes.
📈

My Open Pipeline

See all your open deals with stages and close dates

▶
Prompt
Show me all open opportunities where I'm the owner. Include the account name, stage, Sellable Eligible Lives, and close date. Sort by close date and flag anything overdue.
📝

Update Opportunity Stage

Move a deal forward after a meeting

▶
Prompt
Update the stage on the [opportunity name] opportunity to [new stage name]

Claude will show the current stage and the new stage, then ask you to confirm before saving.

🤝

Partner Account Review

Review a partner's accounts and associated opportunities

▶
Prompt
Show me all accounts and opportunities associated with [partner name]. For each account, list the contacts and any open deals with their stages and Sellable Eligible Lives.
🔍

Eligibility Deep Dive

Check a client's eligibility details for partner conversations

▶
Prompt
Show me the eligibility details for [client name] — total eligible lives, eligibility file info, eligibility partner, SFTP details, and any related partner information.
💰

Client Billing Summary

Pull billing details for a client quickly

▶
Prompt
What are the billing details for [client name]? Show me the rate, billing method, billing minimum, case rate, and any surcharge details.
✅

Implementation Readiness Check

Verify a client has all the data needed before launch

▶
Prompt
I'm preparing to implement [client name]. Pull their full client profile and check: do they have eligibility file info set up, is there a billing method defined, are programs assigned, and is there at least one client contact? Flag anything that's missing or blank.
What it does

Scans the Client Profile for required fields and flags gaps so you can address them before go-live.

👥

Client Contact Directory

Get a clean list of all contacts and their roles

▶
Prompt
Show me all contacts for [client name] from both the standard Contacts and Client Contacts objects. Include their name, title, email, phone, and role. Format as a table.
📋

Enrollment Data Pull

Check enrollment numbers for a client

▶
Prompt
Show me the enrollment data for [client name]. Pull from the Member Enrollment object and the Client Profile. Include total eligible lives, enrollment counts by program, and any related dates.
⏲

Time in Stage Analysis

See how long deals are sitting in each pipeline stage

▶
Prompt
Show me all open opportunities with their current stage, how long they've been in that stage, and their last modified date. Flag any that have been in the same stage for more than 30 days.
What's the average time in stage for our opportunities? Break it down by stage and highlight where deals are getting stuck.
What it does

Pulls opportunity stage data and dates to identify stalled deals and bottlenecks in the pipeline. Use for pipeline hygiene reviews and forecasting accuracy.

🤝

Partner Impact on Deals

Analyze how different partners affect deal outcomes

▶
Prompt
Show me all opportunities grouped by partner. For each partner, show the number of deals, total Sellable Eligible Lives, win rate, and average time to close. Which partners are driving the most volume?
Compare the pipeline for [partner A] vs [partner B] — show open deals, stages, Sellable Eligible Lives, and how long each deal has been open.
What it does

Cross-references opportunities with partner data to show which partnerships are producing results and where to double down.

⚠

Stale Deal Finder

Surface deals with no recent activity, notes, or next steps

▶
Prompt
Show me what deals are stale. Look for open opportunities that have no recent activity, no recent note or quick note, and no next step defined. Flag anything that hasn't been touched in over 14 days.
What it does

Scans open opportunities for missing or outdated notes, quick notes, and next steps to surface deals that need attention before they go cold.

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